Many brokerages offer consulting services with large investment portfolios. (debtroundup.com)
The segment most immune from the economic downturn is wealthy retirees that now own expensive real estate free and clear, have built up large investment portfolios over their careers, gained the experience and knowledge to dodge bear markets, have plenty of pension and investment income, and won't live long enough to see Social Security and Medicare run out of money. (freemoneyfinance.com)
These institutions treat each life settlement they purchase as one small piece of a much larger investment portfolio (sometimes called «blind pools») and they simply aren't focused on individual policies. (lisa.org)