Opportunistically selling assets at the optimal time and price is an essential investment strategy for many investors.
Litai Assets offers disposition services to assist its clients in selling portfolios of life insurance policies or individual policies.
These services include various levels of involvement, ranging from minimal oversight to full involvement and negotiation on behalf of our clients. Available services include the following:
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Preparing the policy documentation for the sale |
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Managing the due diligence process with the buyer (i.e. expeditiously providing all required documents from our database, answering questions, and generally making the process as streamlined as possible for the buyer) |
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Tracking the progress and completion of all transaction documents (including coordination with attorneys) |
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Managing the closing and change of ownership process |