The Life Settlement Investment Solution

1

The Life Settlement Investment Solution
2
??????? ? MX-Series
?????? ??? ??? ???? ?????? ?????? ????? ???? ????
? MX-Series ???? ????????? ????? ??????? ???? .
??????? ? MX-Series

• ?? ????? ?????? ?????, ?????? ?? ?? ??????????
  ????? ???.
• ????? ????? ????? ????? ?? 12 ????.
• ???? ???? ???? 5 ???? ????? ????? ????????
• ????? ????? ?? ?????? ?? ????.

3
??? Life Settlement ?
?????? ????? ???? ??? ??? ????? . LIFE
SETTLEMENT??? ????? ????? ?? ?????? ????? ????
???? ???????.

• ????? ???? ??????? ???? ???????, ?????? ??????
  ?????? ?? ??????? ????? ??? ?????
• ????? ???? ?? ??????? ?? ????? ??????? ???????
  ????? ??????.
• ????? ???? ?? ???? ?????? ????? ??? ??????

4
??? ??????? ?????? ?????? ????? ???? ?
?????? ???? ????? ??? ?? ???? ??????

• ??? ?????? ?????? ?????????? ???? ??? ???? ????.
• ????? ?????? ??????? ?? ???? ( ??????? ?????
  ??????? ?????? ????? ????)
• ????? ???? ???? ????? ??? /??? ?? ?????
• ????? ????? ??????? (?????,???????)
• ????? ?????
• ???? ?????? ??????? (?????, ????? ????, ?????
  ????, ????? ?????, ?????? ?????????

5
??????? ?? ????? ???? Life Settlement
????? ???? ??? ???? ???? ???? ???? ????? ?????
?????? (??? ?????)

• ?????? ???? ???? ??? ?? 2 ?? 4 ???? ???? ???
  ????? ?? ???? ?????
• ????? ?????? ????? ?? ??????? ???? ?????? ?????
  ?????

• 89.5 ??? ?????? ????? ???? ??????? ???? ?????
  ???? ?????
• (Source Milliman Inc.)
• 40 ??? ??????? ????? ????? ???????? ?? ???
  ??????? ??? ??? 65 ??????? ?? ????? ??? ???? ??
  ???
• (Source National Association for Insurance
  Commissioners)

6
??? ?????? ? Life settlements ?
Life Settlement ??? ??????? ????? ?????????? ??
????? ?????????

• ?? ????? ?????? ?????, ?????? ?? ?? ??????????
  ????? ????
• ????? ???????? ?????? ????? ???? ????? ???????
  ??????????

7
?????? ????? /??????
? MX-Series ???? ???????? ?????? ????? ?? ?????
???? ??????? ????????? ????? ???????? ?????
?????
????? ?????
????? ??????
???"?
??"? ???????
????? ??? ?????
??????
?????
(The above graph is a representation of the
risk/return relationship for various investment
products.)
8
??? ????
?????? ????? ????????? ????? ?????????? ?? ?????
???? ???? ?????? ?????? ? Life Settlement ?????
????? ????? ???? ???? ????? ??????? ?
???? ?????? ???????? ??????
(Source Conning Co., and LSI estimates)
9
???? ????? ????
???? ????? ????? ?? ?? ??????? ? Life Settlement
???? ????? ?? 160 ??????? ???? ???? ???? ???? .
Bernstein Research
Franklin Templeton Insight
10
?? ?? ???????? ? Life Settlements ?
Life Settlements ??? ????? ????? ?????? ??? ????
?????? ???????? ???????? ???????? ?????? ??????
???? ???? ???? ?????.
11
??? ????? ????? ?? ?????? ??? ??????
12
?-MX-Series ????? ??? ?? ????? ?????????
12
????? ????? ????????
????? ?????

• ?? ???? ?????? ?????, ?????? ?? ?? ??????????
  ????? ???
• ???? ????
• 5 ???? ????? ????? ????????
• ????? ????? ?-5 ???? ?? ????? ?????.
• ???? ?????? ?????? ?? ??????? ????
• ????? ????? ???? ????? ???? ????? ?? ??????

13
? MX-Series ?????? ????? ?????? ????? ??????
???? ? Life Settlement
???????

• ???????? ???????? ??????? ?? ??? ???? ????? ?????
  ????? ??????
• ???????? ??? ?? ???? ?????? ????????? ????? ????
  
• ????? ???? ???? ?? ?? ???? ???? ?? ?????

????? ??????
????
??????? ????? ????
14
????? ? MX-Series

• ?? ???? ?????? ?????, ?????? ?? ?? ??????????
  ????? ???
• ???? ????
• ????? ?5 ???? ????
• ????? ????? ???????? ?? 5
• ?????? ?????? ?? ???? ???????
• ???? ????? ?? ????? ???? ?????? ???????? ??
  ?????? ??????

12
????? ????
????? ?????
????? ??? ? ????? ??????? ? ?????? ?
??? ? ??????
15
???? ?????? ???? ????? ????? ???? ???? ?????
16
???? ??? THANK YOU
.
www.maxlifefund.com
17
This presentation includes or incorporates by
reference certain statements that are
forward-looking (forecasted) statements. These
forward-looking statements are based on certain
assumptions and analyses made by MaxLife Funds
management in light of its experience and its
perception of historical trends, current
conditions and expected future developments, as
well as other factors it believes are appropriate
in the circumstances. However, whether actual
results and developments will conform with the
expectations and predictions of MaxLife Funds
management is subject to a number of risks and
uncertainties, including general economic,
market or business conditions the opportunities
(or lack thereof) that may be presented to or
pursued by MaxLife Funds management competitive
actions by others changes in laws or
regulations including the ability to generate
and secure the necessary product sale, or the
lack of acceptance of MaxLife Funds product by
its customers, and other factors, many of which
are beyond the control of MaxLife Funds
management. The calculations upon which these
forward looking (forecasted) statements were
made, cannot be guaranteed. These forward-looking
statements are made as of the date of this
presentation, and the Company assumes no
obligation to update or revise them to reflect
new events or circumstances, even if experience
or future changes make it clear that any
projected results (expressed or modified) will
not be realized.
www.maxlifefund.com