Welcome Funds, Inc., founded in 2000, is a professional life settlement broker headquartered in Boca Raton, Florida. Licensed to represent policy owners, the company negotiates on their behalf to secure the highest possible offer from financial institutions competing in the secondary market for life insurance policies. With expertise established over two decades, Welcome Funds aids individuals—particularly older Americans or those with life-threatening illnesses—in achieving financial freedom through life settlements.
Operating under Florida Models DOS Company Status, Welcome Funds is dedicated to assisting policyholders by creating competitive bidding conditions among state-licensed buyers via their auction process. This ensures maximum returns for clients looking to capitalize on the value of their existing life insurance policies. The company prides itself not only on financial expertise but also on providing comprehensive guidance throughout the settlement process, ensuring that all involved parties fully grasp the strategic implications and benefits.
Based at 4755 Technology Way, Suite 202, Boca Raton, with registered filing number P00000005536 and Fei Number 650973973, Welcome Funds remains a committed professional service provider. The company's leadership is spearheaded by President John Welcom and Vice President Daniel Ohman. Its mission extends beyond mere transactions; it focuses on equipping clients and their advisors with the necessary tools for informed decision-making at critical life junctures.
Contact information includes mailing correspondence to their Boca Raton office and phone availability via (877) 227-4484, (561) 862-0244, or (561) 862-0242. Additional resources and service details can be found on the company's official website at welcomefunds.com. In its most recent annual report dated March 4, 2024, for 2024, Welcome Funds underscores its enduring commitment to facilitating lucrative life insurance settlements.
In summary, Welcome Funds offers an invaluable service by unlocking the cash value of underutilized or burdensome life insurance policies with no cost or obligation during eligibility assessment. The firm's dedication not only lies in financial negotiations but also in ensuring that clients are empowered, reassured, and guided effectively through each stage of their life settlement journey.
KEY FACTS ABOUT WELCOME FUNDS, INC.
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US Businesses
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Companies in Florida
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Palm Beach County Companies
- Company name
- WELCOME FUNDS, INC.
- Status
- Active
- Filed Number
- P00000005536
- FEI Number
- 650973973
- Date of Incorporation
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January 19, 2000
Age - 27 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- https://welcomefunds.com
- Phones
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(877) 227-4484
(561) 862-0244
(561) 862-0242
WELCOME FUNDS, INC. NEAR ME
- Principal Address
- 4755 Technology Way,
Suite 202,
Boca Raton,
FL,
33431,
US
See Also