Acclivity West, LLC
609 Deep Valley Drive, Suite 200, Rolling Hills Estates, CA 90274

Tel (866) 574-9784
Fax (310) 347-4191

Who is Acclivity?

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Acclivity West is a California based firm specializing in the life settlement markets.

We offer an alternative investment solution, not correlated to the stock, bond or real estate markets. This dynamic investment can offer exceptional returns and preferential tax treatment. This market was originally designed for large or corporate investors. Acclivity West used this experience to introduce this unique investment to the individual investor.

What are Life Settlements?

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A life settlement is the sale of an existing life insurance policy, and is based on the insured’s advanced age. We focus on life settlements (as
opposed to viatical settlements which involve insured individuals with a chronic or life threatening disease or condition and a life expectancy of two years or less) because we don’t want to expose our investors to risk due to the subjectivity of a health diagnosis.

Life Settlement Outlook

Over the last few months, there have been several interesting articles floating around regarding the

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Be Your Clients' Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar (The Wealth Counselor, Volume 8, Issue 12)

Volume 8, Issue 12 The Wealth Counselor Be Your Clients' Hero: Decision Time for Income Ta

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