1908 Advisors Information

1908 advisors is the only life settlement advisory firm in the country founded and built to meet the standards of advisors at the top HNW/UHNW wealth management firms in the country, and to make life settlements a rational, optimizing choice for their older clients with surplus or unwanted life insurance. Founded in 2016, after seven years with a large private equity buyer of in-force life insurance, we have been engaged by 3 of the top 5, 6 of the top 10, and 12+ of the top 50 RIAs in the country as well as several of the most sophisticated life insurance agents and brokerage firms, trust companies and trustees, and a number of fiduciary-minded advisors at wirehouse firms. Our transparent, comprehensive and much lower-fee approach is especially appealing to those who hold various relevant professional designations, such as CFP®, ChFC, CFA, and CPA, developing and executing complex financial plans for HNW/UHNW clients. We speak the language and live the values of our clients, delivering bespoke, white glove service and maintaining a commitment not only to a compensation structure 1/4 of the incumbent channel, but also to transparent and honest engagement with advisors and comprehensive price discovery, so that you can confidently engage your clients about this high-value transaction for clients with life insurance that they no longer want or need. We are very proud that every firm that we have ever engaged has used us for multiple clients, often referring us to other firms. So, with a fundamentally different philosophy that underlies everything we do, we undertook to deliver a materially differentiated and better service for fiduciary and fiduciary-minded advisors of HNW clients to ensure that you can deliver a life settlement solution worthy of your reputation and standards. And we would love to work with you if you are a wealth management or life insurance professional and you share our values for transparency, client advocacy, sophistication, and compensation.