Our Data Disclaimer
This research is for information purposes only and is not an offer to sell or the solicitation of an offer to buy any security. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Clients should consider whether any analysis, advice or recommendation in this research is suitable for their particular circumstances and, if appropriate, seek professional advice, including tax advice. The price and/or value of the investments referred to in this research and the income from them may fluctuate.
Past performance is not a guide to future performance, future returns are not guaranteed, and a loss of original capital may occur. Life settlement transactions and insurance products are complicated subjects requiring thorough due diligence and evaluation of the potential risks and benefits. Life settlement contracts and other investments backed by, or linked to, insurance give rise to substantial risk and are not suitable for all investors.
This report is proprietary to Life Policy Dynamics, LLC, and is intended solely for the clients and potential clients of Life Policy Dynamics, LLC. No part of this material may be (i) copied, photocopied or duplicated in any form by any means, or (ii) redistributed without the prior written consent of Life Policy Dynamics, LLC. Our research is disseminated primarily electronically, and, in some cases, in printed form.
Life Policy Dynamics, LLC does not provide tax advice. Accordingly, any discussion of tax matters contained herein (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties. Notwithstanding anything to the contrary in these materials, you are not limited in any way from disclosing the tax treatment or tax structure of matters described herein.