Viatical & Life Settlements
                                         consumer information

                                                            

__________________________________________________________________________________________________________

We do not buy
or sell
viatical contracts

 

 

 

 







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In sympathy
  with people
from 86 nations
  who lost loved ones
on 9-11

California-Licensed Viatical Companies
(in alphabetical order)

Key

bulletPurchaser (also known as Funder or Funding Firm) = Direct buyers for their own investment portfolio 
bulletBroker = Assists viators to find a buyer and negotiate a price
bullet Note: Many funders also broker policies. They should disclose this, but don't count on it. Ask. Have the answer put in writing.
bullet Also, California as well as most other states does not require licenses of companies that purchase policies from people with life expectancies longer than 24 months (known as life settlements rather than viatical settlements).
bulletThe following list does not include companies that we believe are not active at this time but failed to notify the CA dept. of insurance of this.

bullet

Advanced Settlements, LLC (Orlando, FL)
(Broker)

(800) 561-4148
 

bullet

Affirmative Lifestyles, Inc., dba ALIVE, Inc., The National Settlement Clearinghouse (San Antonio, TX)
(Funder)

(800) 876-2991
 

bullet

Beachwalk Financial Settlements, L.L.C. dba Beachwalk Viatical Settlement Broker (Solana Beach, CA)
(Broker)

(800) 607-3149
 

bullet

Coventry First, Inc. (Fort Washington, PA)   
(Funder)

(215) 233-5100
 

bulletEstate Trust, Inc. (Baltimore, MD)
(Broker )
(800) 456-5100
 
bulletFiedler Financial dba Innovative Financial (San Raphael, CA)
(Broker)
(800) 905-0114
 
bulletIndividual Benefits, Inc. (Greensboro, NC)
(Broker)
(800) 800-3264
 
bulletLegacy Benefits Corporation (New York, NY)
(Purchaser)

(800) 875-1000
 
bulletLife Settlements International, LLC (Dover, DE)
(Purchaser)

(800) 327-8222
 
bulletNeuma, Inc. (Lincolnwood, IL)
(Purchaser)

(800) 457-7828
 
bulletPortsmouth Settlement Company I, Inc. (Atlanta, GA)
(Purchaser)
(800) 250-3230
 
bulletViatical Settlements Group (Longmeadow, MA)
(Broker)

(877) 842-8425
 
bullet

Viatical Settlement Professionals, Inc dba VSP, Inc. (Richmond, VA)
(Broker)
(888) 321-9057
 

bulletWelcome Funds Inc., A Viatical Settlement Brokerage
(Broker)
(877) 277-4487
 
bulletWM. Page & Associates, Inc., dba The LifeLine Program (Atlanta, GA)
(Purchaser)

(800) 252-5282
 
bulletWilbanks and Associates (San Francisco, CA)
(Broker)

Florida licensed funding firms (does not include brokers)

NY licensed funding firms (does not include brokers)

To Order Books
Click links
at the bottom
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© 1998 - 2008 Bialkin Books, publisher of viatical books banned in Texas and Florida
(at the behest of companies that consider informed consumers dangerous to their bottom line):
Viatical Litigation: Principles & Practice - the first legal text on the industry
Viatical & Life Settlements: An Investor's Guide
Click on Title to Order
For Consultation/Seminars 1-888-798-BOOK (1-888-798-2665)