- Contact Us
As a qualified investor with a $20,000 minimum investment per policy, an investor may purchase a share of as many policies as are available. The process is simple and straightforward.
The investor can fund the investment with cash or retirement accounts such as an IRA transfer or 401k rollover. No matter what the funding source, investment dollars are deposited with Mills, Potoczak & Company, a bonded escrow agent that has been a significant participant in the life settlement industry since 1991.
For an investment to be implemented, an investor must also complete a purchase agreement, policy disclosure form and purchaser suitability questionnaire.
Upon funding and return of these completed documents to Pacific West Capital Group, Mills, Potoczak will implement an investment into the policy the investor has designated. Mills, Potoczak then issues a beneficiary designation to the investor. After passing of the insured, the life insurance company will pay the PWCG Trust the amount of the designation. The Trustee will then pay a cash investor the amount of their beneficiary designation or for an IRA investor, the Trustee pays the IRA custodian for the benefit of the investor.
© Pacific West Capital Group | 1901 Avenue of the Stars, Suite 680, Los Angeles, CA 90067 | 800-588-8000 | Privacy