SFG TAX ADVISORS, LLC
RALEIGH, NC

The individuals of Life Investment Management, LLC (“LIM”) bring 100 years of combined experience in the fields of Asset Management, Life Settlement Industry, Pension Fund Management, Insurance industry, Legal and Financial Consulting. LIM has also established relationships with sources of Settlement Contracts and investors. Additionally, the company has developed proprietary software to underwrite and analyze potential acquisitions. The members of LIM have expert knowledge of the Life Settlement industry and have developed relationships with licensed Life Settlement providers, expert 3rd party medical actuaries, and underwriters. The management team has acquired, owned, maintained, and disposed of multi-million dollar portfolios of Settlement Contracts. The Managers will contract 3rd party tracking service companies to monitor the viators’ status in order to distribute funds upon maturities. The ability to quickly review and underwrite purchase and sale opportunities will keep us ahead of the competition. The term “Settlement Contract” refers to a contract involving the sale, assignment, or transfer of all or part of the face amount of a life insurance policy or certificate of life insurance for consideration less than the expected death benefit (or face amount) of the insurance policy. The purchaser of a Settlement Contract is required to pay any premiums and other amounts required to maintain the life insurance coverage and are entitled to receive insurance proceeds equal to the face amount upon the death of the insured. Settlement Contracts offer insureds an opportunity to sell their life insurance coverage and eliminate the burden of paying the related insurance premiums. Insureds may sell their life insurance coverage for personal reasons, such as financial or health circumstances, to make charitable contributions, to settle debts and financial obligations, or to pursue alternate investment opportunities The net profit generated on a Settlement Contract is the difference between the proceeds realized from the policy upon the death of the insured LIM’s strategy is to maximize return by purchasing Settlement Contracts that fit within the our specific acquisition criteria. We believe that our knowledge of the market and the existing inefficiencies in the industry will allow the identification and acquisition of Settlement Contracts which meet favorable target yields. Further, the activity in the industry should provide opportunistic purchase situations for the Company based on its ability to move quickly. No Layers of decision making ► The return to our company is fixed SFG is a highly experienced multi-faceted lending and investment management group, as well as acting principals in other closely held investment and operating businesses. SFG is a family managed entity made up of a father and his three sons. The history of SFG commenced in the early 1980’s and now expands over 25 years. Our founding member, someone we like to call Dad, founded his company with two partners. This company formed the basis and experience that became SFG.