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| Rely on the specialists. As pioneers in the second market for American life insurance policies, let us tell you about our expertise and experience from 15 years of success on the market. |
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Kaufman, Rossin & Co., P.A. serves as independent escrow agent for each and every viatical and life settlement facilitated by The Lifeline Program®. Founded in 1962, Kaufman, Rossin & Co. has grown into the largest independent certified public accounting firm in the State of Florida. With clients throughout the state and more than two dozen countries, Kaufman, Rossin & Co., P.A. is able to combine the resources of a large public accounting firm with the personal attention of a smaller organization. What this means for you is a more responsive working relationship between The Lifeline Program® and Kaufman, Rossin & Co., offering the independence and reliability you seek. From maintaining funds in escrow to confirming ownership & beneficiary changes, Kaufman, Rossin & Co. provides the escrow and transaction review and closing services that provide a more orderly, reliable, and error-free transaction.
Kaufman, Rossin & Co. provides a comprehensive array of services to The Lifeline Program® in connection with every viatical and life settlement. Closing document review, confirmation of insurance policy coverage and ownership & beneficiary designations, maintenance of settlement escrow & premium reserve accounts through FDIC-insured accounts maintained with a state- and/or federally chartered financial institution, and premium payment monitoring and policy servicing are just some of these services.
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Independent Escrow Services |
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