Our mission is to
help trustees and advisors fulfill their fiduciary duty in managing
life insurance portfolios. Fiduciaries take on a serious
responsibility in managing life insurance portfolios
in the best interests of policy owners and beneficiaries. With
that responsibility comes a liability exposure for
failing to identify risks and resolve problems timely.
Marquee Fiduciary Advisors provides software, risk
management services, and internet resources to help trustees
and advisors meet their fiduciary duty in managing
life insurance portfolios.
Portfolio Analysis and
Acquisition Services
Marquee
Fiduciary Advisors provides analytic and due
diligence services to buyers and sellers of life
insurance policies held in portfolios under common
ownership. Using a suite of proprietary life
insurance policy analysis tools, Marquee Fiduciary
Advisors is able to assess a portfolio in terms of
financial values, construct appropriate cash flows
and future secondary market valuations and create an
objective risk/return scenario for prospective
purchasers of portfolios of life insurance policies.
Clients have used these services to solidify a
trade, and in some instances to provide detailed,
objective data to lenders as part of a loan
collateralization using a portfolio of life
insurance policies to support a project.
