Obtain Access To An Exclusive Asset Class That Is Resistant To Economic Fluctuations
We believe in transparency, client-centricity, and a proven track record of success. Turbo charge your wealth growth & preservation through investing in Life Settlements. Contact us today for a personalized consultation that aligns with your financial aspirations.
WHY INVEST WITH US?
Our Funds Give You Access To A Door That Only Billionaires Have Access To
Life insurance policies are considered secure investments because the life insurance carrier is obligated to pay the death benefit as long as premiums are maintained. Given the inevitability of mortality, this obligation is nearly guaranteed, enhancing the perceived security of such investments. This opportunity has a high barrier to entry.
22+
Trillion Dollar Industry
34%
Annual Industry Growth
$200B
Policies Lapse Annually
125+
Our Years of Experience
Who's This Perfect For
Passive Investors
Wealth Building
Wealth Preservation
Family offices
Registered investment advisors
institutional investors
pension fund managers
high net worth individuals
Financial Planners
What We Do
Policy Selection
Our policy selection process is driven by our proprietary underwriting process (LifeTrac) based on 17+ years of experience data. Each one is selected based on internal criteria that will provide the highest return to our investors.
Close The Deals
We have a repeatable and reproducible closing process with the carriers which ensures accuracy and reporting every single time.
Maintain
Premiums are setup and optimized. We monitor the policy values, health status, and death records on a daily basis. This allows us to make timely distributions to our investors.
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FAQS
Who is Southeast Capital Management and how does
Southeast Capital Management is a private, well-capitalized, insurance policy investment firm that offers investors a pathway into an asset class that generally is available to institutional investors only. We help clients achieve superior low risk returns through the acquisition of life insurance policies on the secondary market. Southeast Capital Management is financed by accredited investors seeking both wealth growth and wealth preservation in a very low risk but high return asset class. Our fund model allows us to purchase and layer insurance policies with a very specific set of criteria that allows us to achieve our repeatable returns – manage them effectively and efficiently – and make distributions to investors.
Can I invest with my self-directed IRA or other retirement account?
Yes! Yes! We can process investments through a variety of self-directed retirement accounts.
How often will I receive updates on my portfolio's performance?
We provide regular performance reports on a schedule that suits your preferences, typically quarterly or monthly. Additionally, you can access your portfolio's performance at any time through our secure online investor portal. We believe in keeping you informed so you can track your progress towards your financial goals with confidence.
Who is eligible to invest with Southeast Capital Managment?
Currently, our funds require you to be an Accredited Investor. Click here for more information about what it takes to become an Accredited Investor.
What tax documents can I expect to receive?
K-1s will be uploaded to your profile in the investor portal, where they are conveniently available for download. Our goal is to deliver K-1s on, or before, the deadline of 3/15 each year.
What am I investing in?
Southeast Capital Management offers investors the opportunity to invest in a fund of hand selected life insurance policies on the secondary market. Our unique process creates an asset offering that is a diversified fund like no other. When you buy shares in one of our offerings, you become a direct equity owner of the LLC that owns the individual policies. The fund pays out upon the passing of an individual when we collect the death benefit of each policy.
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