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Safeguarding Your Money

Sunwest Trust

 

Sunwest Trust acts as the independent escrow agent for the program's life settlement transactions. Sunwest Trust, Inc. began as a small escrow company called First Financial. In an office with only one employee and no escrow accounts, First Financial Escrow opened for business. First Financial quickly gained a reputation for being honest, hardworking and fair. Throughout the course of the next ten years, the company grew by accepting new accounts and purchasing small escrow companies in and around Albuquerque

 

Sunwest Trust was chosen because of their combined years experience in life settlement transactions, as well as their financial stability, so as to assure the investor that their money is secure. Sunwest Trust administers your funds from the time you make your investment until the ultimate payout of your profit.

 

Sunwest Trust Responsibilities include

 

-  Accepting investment funds
- Issuing investor interest in policy from the trust
- Making premium payments from premium reserve account
- Filing death benefit claims upon passing of the insured
- Receiving proceeds from insurance company
- Paying investor their predetermined fractional interest of the policy proceeds.

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