PolicyShares™ Strategy

The PolicyShares™ strategy is designed to offer California (qualified) investors entry into an investment widely utilized by big banks, hedge funds, pensions, and even Warren Buffet of Berkshire Hathaway.

PolicyShares™ allows a qualified California investor to acquire from SPG a Participation Interest in a portion of a life insurance policy. The Participation Interest gives the investor the right to receive from a third party beneficiary a portion of the death benefit payable under a specific policy once paid to that beneficiary by the life insurance company that issued the policy. Our investors have the option to invest in Participation Interests relating to a single policy or multiple policies. We truly believe our platform is structured to offer unmatched flexibility in design.

Performance that Counts

With no direct correlation to the ups and downs of the stock market, no ties to global events and no relation to real estate bubbles, Life Settlement investments are an excellent investment opportunity. It is important to make sure you are working with a company that has the experience to navigate the process from policy selection, research and due diligence. 

A Simple Process

Investing with SPG is a very simple and transparent process. One of our trusted advisors can sit down with you and explain our policy selection process. They will help you design an investment plan that will work for you and your investment goals. Our team of experts will also be available to answer any questions you may have. We are here to make certain that you are satisfied with your investment decisions.

Customer Care

We truly value each of our clients and understand without them we don't exist. It is our daily goal to deliver exceptional service and excellent support. We strive to make every step easy to understand. We are always available to answer any question, comment or concern. We would consider it a privilege to help.


The PolicyShares™ Strategy

Select Policy Group has created the PolicyShares™ Investment Platform to provide qualified California investors the opportunity to invest in a great asset class – Life Settlements.

The life settlement asset class has been in use by institutions and the super wealthy for large financial firms for well over 100 years. It wasn’t until the 1990’s that a few pioneers began developing the secondary life settlement market for retail investors. 

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Life Settlements


In 1911 the U.S. Supreme Court ruled in Grigsby v. Russel that life insurance policies were private property and an asset that the owner controls. That owner also has the right to sell the asset. That court ruling essentially gave birth to the asset class known as “life settlements”. 

What Exactly is a Life Settlement?

A life settlement is basically a transfer of ownership and death benefit from the life insurance policy owner to an investor. Why would someone ever want to sell their life insurance policy? Isn’t this taking advantage of the policy owner? Isn’t this morbid? These are common questions potential investors have when first presented with an investment opportunity into this asset class.

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