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Experience. Innovation. Results.
Welcome Funds, Inc. is a licensed life settlement brokerage firm that partners with national networks of independent financial and insurance professionals to facilitate the sale of existing life insurance policies in the secondary market. Founded in 2000 by Mr. John Welcom, Welcome Funds is an industry leader with vast experience negotiating settlement trans- actions for the financial benefit of policy owners.
Headquartered in Boca Raton, Florida, Welcome Funds is an organization that sets the highest of standards for itself, partners, clients, associates and the investment community. Our founding principles of quality, value and integrity are the underlying foundation of our operation which continue to guide us through each and every settlement transaction.
Over the past decade, the added complexity and sophistication of the life settlement market has increased the need for objective and expert financial guidance. Welcome Funds provides advisors and their clients with a greater understanding of the industry and the importance of compliance. The firm’s rise to prominence has been driven by a commitment to independence, excellence and the simple premise to provide advisors with the tools they need to offer the highest quality of independent financial advice. Welcome Funds provides you and your clients with:
Solid, unbiased advice
Meaningful, timely information and research
Unparalleled customer service
Confidence in a complex secondary marketplace
Best execution principles
Provider due diligence
Compliance and regulatory expertise
Welcome Funds brings integrity to the market and serves the best interests of its clients, working diligently to ensure every life settlement transaction is handled with the utmost care and due diligence.
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