Life Settlements. An essential building block for a solid financial blueprint.
Build a more secure future from the ground up.
Welcome to Merlin Capital Group Inc. (“MCG”), a boutique investment firm serving the life settlement industry for over 20 years.
We specialize in the aggregation, settlement and trading of life settlement policies and portfolios in the secondary and tertiary markets. With over 35 years experience in the life settlement, insurance and finance industries, MCG has developed a vast network of vetted providers to create unique portfolios that fit the needs of our High Net Worth and Institutional clients. This includes access to certain investment banks and other financial institutions that it may utilize, when appropriate, to develop structure for supporting transactions in the Insurance-Linked asset markets
We endeavor to match the right investment opportunities to each customer’s unique requirements: whether that need is a “buy and hold” investment, the security for a loan, or the collateral on a bond or a charitable gift, MCG understands the goals underlying each transaction and will dedicate all resources necessary to assure those goals are met.
Latest News
Apr 06, 2017 / / in Reviews
HARTFORD, Conn., Sept. 29, 2014 /PRNewswire/ — Early indications of renewed interest in the life settlements market are focused on existing pools of policies, according to a new study by Conning. “The life settlements market continues to show signs of recovery,” said Scott Hawkins, analyst at Conning. “Life settlement transactions increased in 2013 for the […]
Apr 06, 2017 / / in Reviews
For your clients in their 70s with maturing convertible term policies, time is running out to exchange these policies, and a life settlement might just be the best available option. Life insurance settlements offer the opportunity to help clients evaluate the dwindling asset value of convertible term life insurance policies nearing expiration. In the right […]