Due Diligence
Our comprehensive life settlement underwriting process covers everything from confirming policy and insured data accuracy, optimizing premium streams, and verifying chain of title and insurable interest at policy origination to conducting thorough reviews of medical records and life expectancy reports to identify inconsistencies and material changes.
Valuation Services
Based upon our in-depth market experience we provide comprehensive policy and portfolio valuation services, including pricing reconciliation, fairness opinions, and stochastic portfolio analysis. Valuation outcomes are presented in a customized client specific report.
Origination and Trading Services
Anmani Assets originates life settlement policies, conducts due diligence, and closely coordinates the acquisition process with our clients. Our trading desk also manages portfolio dispositions which include set-up of policy data rooms, pricing data tape accuracy and the structuring of portfolio auctions and private placements on behalf of its holders.
Asset Management Strategies
We decompose our clients’ life settlement portfolios to identify their intrinsic structure including underlying risks and opportunities giving them insightful perspective to better understand their asset base. Drawing from the findings we formulate value-enhancing asset management strategies and recommendations, be it on current asset exposure or expansion.
Portfolio Financing Strategies
We utilize our extensive industry knowledge and established reputation to facilitate introductions between asset holders and capital sources from additional equity, mezzanine to debt financing, supply essential components like portfolio valuations to facilitate securing those funding sources and offer ongoing reporting to all stakeholders.