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ValueLife™
What's it Worth?
Anytime. Anywhere.
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Portfolio Valuations
Our approach to portfolio valuations is efficient, accurate, and cost-effective. We use our proprietary software, Global Pricing System™, for portfolio valuations. Our system fully integrates the functions of life settlement pricing, premium finance cost to carry analysis, portfolio pricing, portfolio valuation, and Monte-Carlo simulations to a single integrated platform. Our approach looks at a portfolio as a portfolio, and we adapt the file building techniques to utilize the data format that the client has in an efficient manner. This enables us to perform the initial data set up at a total price that is only a fraction of the per policy cost of single policy calculations. We have the capability to perform FASB-compliant portfolio valuations as frequently as you need them, even daily. Our portfolio valuations can "roll forward" all required values, such as LE's, or we can use any new data that you provide. Our software allows us to handle future premium estimates in different ways. Most simplistically, we can use a schedule provided by you for each policy. Alternatively, for U.L. policies, we can dynamically recalculate minimum premiums, by reflecting premium payment histories subsequent to acquisition and prior to valuation, and recalculate minimum premiums at each valuation date. We obtain optimum efficiency and quality by working with our clients in preparing and updating input files, but VLC qualified actuaries run all valuations, and review the results. At least monthly, valuation reports will be subjected to a peer review by other VLC qualified actuaries. Our portfolio valuations can be used both for accounting valuation purposes, or as data available for portfolio resale. Ask us about our approach to Sellers Appraisals in the selling process. |
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