Tolleson Investments - Sunnyvale, TX - Insurance Agents

Tolleson Investments

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(972) 226-0040 Call

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605 U.S. Highway 80Sunnyvale, TX 75182

Description

Tolleson Investments is a Sunnyvale Texas based boutique investment firm which specializes in the superior asset class of Senior Life Settlements. We offer qualified accredited investors access to the non-correlated returns of senior life settlements through both direct ownership of the asset or participation through a life settlement fund.

We are an innovative firm that provides strategic guidance around Life Settlements. With years of experience working with Investment professionals.. alongside both qualified and accredited investors, we are uniquely positioned to bring the latest compliant.

This unique investment service is offered to investors, both large and small, by Tolleson Investments, LLC, who offers the investment at a $50,000 minimum investment. The Tolleson Investments, LLC structure enables an investor to purchase a fractional-interest or percentage-share of the death benefit in a policy or policies. Investors may utilize non-qualified/cash funds or may utilize qualified retirement account funds, such as Pension or Profit-Sharing Plans, or most commonly, money held in a self-directed IRA, to fund the investment. In addition, only “non-contestable”, “permanent” forms of life insurance policies that have been issued by “A” rated or better life insurance companies, as rated by Standard & Poor’s, are considered.

We offer qualified accredited investors access to the non-correlated returns of senior life settlements through both direct ownership of the asset or participation through a life settlement fund. For more details you can also call us at 972 226 0040

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Business details

Risks Insured

  • Senior Citizens

Insurance Types

  • Life Insurance

Investments

  • Investment Services
  • Retirement Plans
  • Securities

Experience

  • 2 to 5 years

Hours of Operation

  • MON
  • 1:00am
  • 12:30pm
  • TUE
  • 1:00am
  • 12:45pm
  • WED
  • 1:00am
  • 12:45pm
  • THU
  • 1:00am
  • 12:45pm
  • FRI
  • 1:00am
  • 12:45pm
  • SAT
  • 1:00am
  • 12:45pm
  • SUN
  • 1:00am
  • 12:45pm

* By Appointment Only

* 24-Hour Service Available

Payments Accepted

  • American Express
  • Cash Only
  • Debit Card
  • Discover
  • Mastercard
  • Visa

Year Established

2010

Languages Spoken

  • English

Reviews

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