Turning the cash value in life insurance policies into a valuable investment opportunity.
At Meridian Holdings Group, we acquire life insurance policies issued by some of the oldest, most finically-stable insurance carriers in America. Given our relationships with a national network of agents and brokers, we are able to source large volumes of policies. These carriers are amongst the highest-rated companies by one or more Nationally Recognized Statistical Rating Organizations (NRSROs).
We secure the cash value embedded in these policies and provide loans against their value to policyholders. We then pool these loans into a securitization to provide investors with a high-quality, highly-rated investment vehicle with an attractive relative-value return.
Immediate access to asset values ensures investors can be repaid at any time.
100% principal and interest backed, with strong guarantees from top-rated carriers.
Competitive yields that outperform equivalent market offerings.
Reliable income stream supported by the cash values of life insurance policies.
Only the strongest-performing policies from highly rated insurers are included in the portfolio.
Investor notes are protected by a first lien and subordinated equity, creating layered security and transparency.
At Meridian Holdings, our team brings together deep expertise in structured finance, compliance, and asset management. With decades of combined experience in the life insurance and capital markets industries, we are committed to building secure, transparent, and innovative investment solutions. Each member contributes specialized knowledge, from executive leadership and financial structuring to compliance oversight and analytical support, ensuring that our investors benefit from a strong foundation of trust, integrity, and performance.
At Meridian Holdings, we value building strong relationships with our investors and partners. Whether you're seeking more information about our bond offering, exploring collaboration opportunities, or simply want to learn more about our approach, our team is here to provide clarity and support. Reach out today to discover how we can help turn cash value into opportunity.
We look forward to working with investors who identify the value and the opportunity embedded in this extremely safe and stable asset class.