Get in on the Ground Floor
Level Bridge offers accredited investors a unique opportunity to participate in the rapidly growing life settlement market. With a structured approach to policy acquisition and management, our fund delivers stable, high-yield returns independent of stock market fluctuations. Backed by an experienced team with deep industry expertise, we provide a sophisticated investment solution designed for portfolio diversification and long-term financial growth.
Opportunity Overview
- Unique investment opportunity in the rapidly growing life settlement
market. - Offers stable, high-yield returns (14-18%) with low volatility.
- Non-correlated asset class providing diversification beyond traditional
markets. - Limited fund raise of $25 million, ensuring exclusivity and strategic
allocation. - Experienced management team leveraging deep industry expertise.
Opportunity 1
$200B worth of life insurances lapse annually
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Solution:
Provides accredited investors access to a stable, high return investment
Opportunity 2
Lack of awareness leads to $37.5B in lost wealth for seniors every year
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Solution:
Predictable returns with low volatility, independent of real estate or stock market fluctuations.
Opportunity 3
Majority of life settlement contracts are acquired by institutional investors, limiting opportunities for private investors.
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Solution:
Unique methodology for acquiring and managing life insurance policies
How it Works
Fund purchases life insurance policies from policyholders looking to liquidate their assets.
Policies are held until maturity or sold on the secondary market for higher returns.
Investors receive distributions as policies mature, projected to begin in year three.
Investment Overview
- Fund raise limit: $25 million
- Targeted policy acquisitions: 300 policies
- Target investor returns: 14-18%
- Holding period: 5 years, with a 3 year option
- Minimum investment: $250,000
- No dividends, but distributions occur at the fund manager’s discretion
- No leverage will be used
Risk Mitigation Strategy
Fund assets are non-correlated to market volatility, interest rates, and
taxation.
Policies are evaluated using a rigorous four-step process:
- SSA & CDC benchmarks.
- Internal health expert reviews.
- Third-party evaluations for premium optimization.
- Life Expectancy Reporting (+2 years for conservative estimates).
High probability (70% or better) of policies performing within projected
timelines.
Competitive Advantage
We offer exclusive access to a carefully curated selection of life insurance policy assets, providing investors with stable, high-quality opportunities. By focusing on policies that meet strict financial and actuarial criteria, we help maximize returns while minimizing risk.
Our proprietary underwriting methodology uses advanced analytics to identify policies with the best risk-return profiles. By assessing key factors like policy longevity and insurer strength, we ensure only the most promising opportunities make it into our portfolio.
With 60+ years of combined experience, our management team brings deep industry expertise in policy acquisition, risk assessment, and portfolio management. Investors benefit from a proven track record and a team dedicated to delivering strong financial performance.
Traction and Roadmap
We are actively reviewing a selection of life insurance policies to identify high-quality investment opportunities.
Our investor portal offers real-time updates, ensuring transparency and easy access to key investment insights.
We provide quarterly fund performance reports to keep investors informed on portfolio growth and returns.
The first investor distributions are expected to begin in year three, aligning with our strategic investment timeline.
Open Investment Opportunities
Safehaven Settlement Fund I
We are seeking accredited investors for the initial funding round.
This is a limited opportunity as the fund is capped at $25 million.
Live Date: January 01, 2025
Expiration Date: June 30, 2025
Status: Open To Investors
