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Life Policy Dynamics, LLC, ("LPD") is an outsource servicing and consulting solution for the secondary life insurance market. We provide portfolio management and optimization services to investors and policy owners. We also provide policy valuations and loan qualification services for premium finance organizations, collateral and loan management for lending institutions, premium management, tracking agent services and collateral disposition services for policy owners.
| LPD Clients: |
LPD Services: |
| -Agents |
-Policy Valuations |
| -Brokers |
-Purchase Contract Verification |
| -Providers |
-Portfolio Optimization |
| -Funders |
-NAV Reporting |
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-Premium Administration |
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-Insured Tracking |
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-Maturity Management |
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-Medical Record Retrieval |
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-Life Expectancy Report Retrieval |
With the rapid growth of our sector, we see strong demand for these fee-based services for life settlement providers, institutional funding sources and other participants in the secondary life insurance markets. Our value added approach produces benefits for our clients in the areas of: optimization and portfolio performance, cost to carry, no lapses, accurate valuations and FASB reporting.
LPD develops servicing solutions unique to each particular client's needs.
The LPD team has a strong background in the secondary life insurance market, which uniquely positions us an objective third-party services company.
- Operate with integrity to assure exceptional results in every aspect of our business.
- Work closely with our clients to meet or exceed all time sensitive requirements.
- Perform quality reviews to ensure accuracy and help us implement improvements.
- Manage and report policy/portfolio information with a compliant and secure data management system.
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