Insurance Portfolio Audit
Review existing coverage, funding and policy performance in the context of the client’s current objectives.
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1911 Legacy Partners, LLC
Insurance capacity.
A strategic asset.
The most overlooked asset on a client’s balance sheet.
Primary and secondary market guidance informed by data and actuarial analysis. Aligning life insurance and lifespan-based strategies with your broader wealth-transfer goals.
Insurance Portfolio AuditWealth TransferStrategic Procurement
1911 · A landmark Supreme Court ruling
Life insurance.
Recognized as property.
Grigsby v. Russell · December 4, 1911
The U.S. Supreme Court upheld the sale of an existing, valid life insurance policy to a buyer without an insurable interest in the insured. The ruling recognized an important ownership right: a life insurance policy can be transferable property.
Understand the ruling and its significanceA different perspective
An uncorrelated asset.
A disciplined evaluation.
Life settlements can add a different set of return drivers to a portfolio.
Often evaluated as an uncorrelated asset class, life settlements depend on lifespan, policy costs and death-benefit payments. Longevity, insurer, premium-funding and liquidity risks still require careful analysis; returns are not guaranteed.
Explore the asset perspectiveOur core services
Complex planning.
Coordinated execution.
Built for advisor collaboration
A disciplined partner.
From strategy through placement and ongoing review, 1911 works alongside the client’s advisory team.
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