NAF FUNDING
Policy Owners are our Priority
NAF Funding is the nation's premier broker of life settlement services. As a life settlement broker we work on behalf of your client in an effort to get the greatest value for their policy. As the broker in the life settlement process, NAF Funding will present your client's policy to as many suitable and interested buyers as possible in an effort to increase bidding and the subsequent price paid for the policy. We do not represent the funder (the policy purchaser); we represent the seller (the policy owner) and their interest to obtain the most value possible.
Integrity
Central to NAF Funding's mission is a commitment to the highest level of honesty and integrity in our dealings with financial advisors and their clients, thereby providing a quality service experience.
Our goals are to:
- place the interests of the client first.
- endeavor to obtain the highest monetary value for a policy owner.
- provide clear and comprehensive information to make informed decisions.
- protect the confidentiality of client’s personal, financial and medical information.
- operate in compliance with state regulatory authorities.
NAF Funding has been able to accomplish all these goals through implementing certain directives which include:
- ongoing staff development.
- not being affiliated with any one funding source, thereby affording us scrupulous objectivity.
- adhering to a strict privacy policy which protects client information.
- remaining current with new product and legislative developments.
To reinforce the importance NAF Funding places on ethical standards of conduct in life settlements, we are a sponsor company of the National Ethics Bureau, an independent organization and leading advocate for business ethics in the financial services industry. In addition, we have employees who are members of NAIFA (the National Association of Insurance and Financial Advisors), an organization that promotes the ethical conduct of its members. NAF Funding is also an active member of the Life Insurance Settlement Association (LISA), the industry’s foremost trade association.
NAF Funding is comprised of a team of dedicated professionals that share our commitment for honesty and excellence.
Service Network - A team you can trust
NAF Funding's service network encompasses our internal operations, outside sales force and access to most major institutional funding sources:
- NAF Funding has created an infrastructure that enables us to offer a high level of service to both financial professionals and their clients. We have in-house operations, trading, compliance, sales and marketing groups. Each department plays a vital role in offering superior quality service that our clients have come to expect from NAF Funding and a bar we have set for ourselves.
- NAF Funding has a dedicated group of Regional Vice Presidents and Settlement Advisors that allows us to provide financial professionals across the United States with "localized service and a national presence". Through this team NAF Funding can provide individualized service to financial advisors and clients while being backed by strong corporate resources.
- At NAF Funding we use our relationships with major institutional funding sources, which include some of the largest in the industry, to broker life insurance policies on behalf of their owners. Our proprietary tracking software enables financial advisors to access real-time information regarding the status of a policy. This software, combined with our unique niche funding relationships, has broadened the types and sizes of policies that we can successfully broker. Moreover, our knowledge of the funding community enables us to find the right match for the policy owner. As a result, we believe we consistently offer some of the most competitive policy bids available in the market.