• NW Life Funds, LP

Never be so sure what you want, that you’re not willing to take something better Real life needs, demand real results If you don‘t like what’s being said, change the conversation

INTRODUCTION

Established in 2013, NW Life Funds, LP is a medium to long-term alternative investment fund within the life settlement investment industry. A non-stock-based asset designed to deliver stable returns, that are resilient to market volatility and aim to protect capital values. Specialists in our field, our goal is to offer access for accredited investors to participate in the yield and capital appreciation from life insurance policies purchased on the secondary market. Our reputation for innovation is combined with strong corporate governance and actuarial capabilities to help us meet the stringent due diligence requirements of the sophisticated investor. Advantageous for both retirement and non-retirement accounts, we aim to deliver investor value through the application of our expertise and capabilities from asset acquisition and valuation, to portfolio servicing, through to fund creation and management. The fund is currently open to sophisticated, accredited and institutional investors who are seeking less stock-based wealth structuring.

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‘The Best Investment You’ve Likely Never Heard Of’

Click to download our FREE Ebook on Life Settlement Investments.

E-BOOK:  Free, no obligation, will provide a basic, practical understanding of the overall life settlement asset class and investment opportunity.

DOWNLOADS:  NW Life Funds, LP fund specific information.

CONTACT US:  To have a conversation, answer questions, compare notes or explore suitability.

We understand life insurance and the life settlement asset class can be confusing.  While they may feel uncomfortable or foreign, it’s okay to be confused.  It’s okay to not know anything about life settlements, because honestly most people don’t, not even your trusted financial advisor.  That’s where we come in.  With 40+ years of financial services and life insurance industry experience, we are here to unveil life settlements with practical, honest, transparent education and expert knowledge to help you make informed decisions regarding your overall investment strategy.

Life settlements are not for everyone, but they are worth serious consideration if you are in a position to invest as they present a key source of value to your overall wealth.  An investment in life settlements may or may not be a good fit for you… but how will you know if you don’t consider the possibility?

LIFE INSURANCE as an Asset

Aside from the death benefit, mosts people have never thought of life insurance as a living benefit financial tool.  With it’s unique combination of tax and non-tax benefits, it’s a very versatile and flexible tool that can meet a wide variety of needs to strengthen and accelerate your overall financial security.

  • Death Benefit
  • Estate Maximization
  • Cash Value
  • Life Settlement

LIFE SETTLEMENTS: The Financial Accelerator

Life settlements are a product of the life insurance industry.  Historically only utilized by pension funds, banks and major players like Warren Buffet and Bill Gates, they recently have become available to Accredited Investors as a cornerstone to a lucrative investment strategy.

  • Make Money and Protect Money
  • Portfolio Diversification
  • Uncorrelated Asset
  • Passive Income
  • Highly Regulated
  • Return Predictability

INDUSTRY PERSPECTIVES

The current market environment has an effect on the way financially sophisticated investors focus on wealth management. As the search for yield and predictable rates of return intensifies amid more volatile market conditions, accredited investors have begun focusing more heavily on non-traditional asset classes, such as private equity, real estate and life settlements. Industry indicators favor life settlements pulling to the forefront as the vehicle of choice to enhance and protect current investment allocation strategies.

Representing an excellent market neutral alternative to traditional investment classes, life settlements have provided an investment opportunity since 1911 with returns fundamentally based on mortality and thus have low market correlation coupled with low volatility. While yield and predictability are foundational investment infrastructure, safety is a paramount consideration for private wealth management, with confidentiality a constant driver. While highly regulated, there is no standard of methodology for the valuation of life settlement investments and no two funds are created equal. We recommend all potential investors rely on fundamental education and due diligence when selecting a life settlement fund or a fund manager. It is our aim to unshadow the life settlement industry by building an educational platform working with key financial advisors, legal and insurance providers, actuaries and other industry professionals to assist consumers in accessing life settlement services and opportunities.

Read Archived News

Using Alternatives to Bolster Portfolio Performance

When traditional asset classes fail to perform, advisor and investor interests tend to look beyond stocks and bonds towards alternatives and income providing asset classes to stabilize portfolios.  With the current market drop and COVID19 economic…

03/27/20 Managing Partner Message to Investors

While NW Life Funds, LP and the life settlement industry are generally uncorrelated to the stock market, in the wake of the current chaos, I felt it pertinent to touch base with NWLF investors.  As with most of us, I make every effort to…

Are Life Settlements a COVID19 Vaccine for Your Investment Portfolio?

The novel coronavirus, also known as COVID-19, isn't only dangerous to people's immune systems, it’s also causing havoc to the economy. It doesn't matter what type of investor you are it has been making investment portfolios sick as well.   As…

MANAGING PARTNER

No two funds or fund managers are created equal. Committed to transparency and integrity, our trusted team of specialists deploy a financial build strategy based on solid professional judgement and standards, while delivering well established levels of expertise in the acquisition and management of secondary life assets.  Our strong heritage in collective experience and proven track record in this investment arena allows us to deliver well established levels of expertise, while adopting a collaborative approach to unlock hidden value for success and financial prosperity. We work jointly with our investors and their team of advisors to meet your defined investment objectives.  We uphold our commitment to quality and service to our investors, not only in performance numbers, competitive fee structures and market research, but in transparency, loyalty and integrity.  These features all contribute to our ability to deliver top shelf service to our investors and industry professionals.

“The achievements of an organization are the results of a combined effort of each individual.”
– Vince Lombardi

STRATEGIC GROUP NW

With roots as a unified family office, we’ve been quietly building a reputation on strong family heritage and a proven financial track record for over 40-years. While capital strategies have reshaped over time, our belief in human capital as a cornerstone to wealth has never wavered.

In both mindset and actions, we have always held a belief people need to be as strongly committed to their cultural story as they are to their financial story. More than just wealth, heritage is what the past has conceded to us, what we value in the present and what we choose to preserve for future generations. Heritage is a keystone of our culture that informs, influences and inspires important roles in our politics, society, business and world view. Shaping our identify, heritage becomes part of what we are, expressing our values and highlighting our priorities.

As stewards to our heritage we take considerable pride in holding strong to our drive for building authentic relationships, multi-generational mindset and not being afraid of hard conversations. As social balance and responsibility gain more traction across multiple capital motifs, we are committed to continued opportunity and appropriate governance in the globally approaching regions where social and economic purpose cross paths.

STRATEGIC GROUP NW
P.O. Box 10404,
Portland, OR 97296

Phone: (503) 222-9737

E-mail: Info@StrategicGroupNW.com

www.strategicgroupnw.com

INDUSTRY PARTNERS

 

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The information contained herein is intended solely for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase a security and is not authorized in any jurisdiction in which such an offer or solicitation is not authorized or would be unlawful. Neither the delivery of this brochure nor any eventual sale of the units shall, under any circumstances, imply that the information contained herein is correct as of any future date or that there has been no change in NWLF affairs after the date hereof. To the extent there is any inconsistency between the information provided and the accompanying documentation, the information in the Private Placement Memorandum and Operating Agreement shall control, et. al. Nothing contained herein is or should be relied upon as a promise or representation of any offering for the sale of securities as would be made through a private placement memorandum to accredited investors who have a substantial business or personal relationship with NW Life Funds, L.P. Classified as a Reg D offering, NW Life Funds, L.P. is limited to accredited investors and qualified institutions.