Is the process confidential?

Yes. We take every precaution to protect our client’s privacy. Personal and confidential information is accessed only by designated employees and third parties for purposes relating to our services offered. We do not sell, or share any client information to third parties, except when required by law. Information provided to us is protected through internal procedures and physical and electronic safeguards, all of which comply or exceed state and federal standards.

Ethics & Integrity

Life Equity Solutions is firmly committed to adhering to the highest standards of ethical conduct.

Our Values

• Our services will be conducted with integrity and transparency in the same manner we would desire for ourselves.
• Our customers will be our main focus to whom we will provide extraordinary service.
• Our sales and marketing materials will be clear and truthful.
• Any customer complaints will be handled in a fair and prompt manner.

Compliance

Integrity and transparency are a central part of our business practices and deeply rooted in our code of conduct. Our dedication to compliance has been the fundamental building block of our corporate history and provides a clear definition as to who we are.

Code of Conduct

• We will only purchase a life insurance policy that has been thoroughly underwritten and verified to ensure that the transaction is valid and complies with all applicable laws and our investment criteria, and after all parties fully understand the terms and consequences of the transaction.
• We will only purchase policies from insured’s age 65 or over whose life expectancy is greater than two years.
• We will vigorously protect the privacy of all personal information.
• We will follow all applicable laws regulating our industry

Anti-Fraud Notice

Life Equity Solutions has implemented an anti-fraud program designed to deter, detect, investigate, and report fraud.

• We will provide ongoing fraud education and training to our employees and management team.
• We will designate a senior management employee to promote ethical behavior, deter wrongdoings, and handle difficult issues.
• We will promote a good work environment that promotes ethical behavior, deters wrongdoings, and encourages employees to report suspected or known wrongdoings.
• We will ensure our business procedures detect and deter fraud.
• We will conduct a thorough life settlement application review process, searching for inconsistencies, alterations, material misrepresentations, and compliance with state and federal requirements where required etc.
• We will perform a telephone interview with the owner of the policy for his/her understanding of the transaction terms and conditions.

If you are aware of any fraudulent activity relating to Life Equity Solutions, please contact us at 1-858-509-0216. Reports will be handled confidentially and with discretion.

Let Life Equity Solutions build your investment portfolio today!

Learn about the benefits of partnering with Life Equity Solutions.

Call us at 858.509.0216