Forms
Change of Ownership (Estate Form)
Beneficiary Designation (to be used ONLY to designate a beneficiary for a claim against the estate NOT for IRA beneficiary designations)
Change of Address Form (to be used ONLY to change a claimant's mailing address - CANNOT be used to change ownership of the claim)
THIRD PARTY VENDORS
The following vendors are familiar with various aspects of this matter. These vendors either: (i) currently represent one or more investors; or (ii) have represented a desire and willingness to assist them in administering their assets. These vendors are independent third parties and are listed here solely for your convenience and ease of reference. Their reflection on this site is not an endorsement or a recommendation.
IRA Custodians
Inspira Financial: www.inspirafinancial.com
Provident Trust: www.trustprovident.com
IRA Services Trust Company: www.iraservicestrust.com; 1-800-248-8447; info@IRAServices.com
New Direction Trust Company: www.ndtco.com, 1-877-742-1270; info@ndtco.com
Hilltop Securities: http://www.hilltopsecurities.com; 1-800-678-3792
Websites
Akerman LLP - www.akerman.com
U.S. Securities and Exchange Commission - www.sec.gov
Texas State Securities Board - www.ssb.state.tx.us
Other Links
EC Investor Bulletin on Life Settlements - www.sec.gov/investor/alerts/lifesettlements-bulletin.htm
SEC Releases Report of the Life Settlements Task Force - www.sec.gov/news/press/2010/2010-129.htm