Alternative Investing Mastery Series
Access Replay for Session 69:
Buying Life Insurance Policies as a Passive Investment
Don’t Miss This Replay
Learn from some of the biggest names in investing about how you can win with this downturn.What You’ll Learn In This Replay
All about life settlements, what they are, how they work, and why they matter
What’s driving demand and performance in today’s life settlements market
How life settlements generate returns and what the cash-flow timeline typically looks like
How life settlements compare to private credit and real estate on income potential, stability, and liquidity
The key risks and how strong managers mitigate them
How passive investors can access life settlements
Live Q&A to Give You the Answers You Need
Upcoming Sessions
April 22nd - Investing in Feeder Funds vs Starting Your Own
Date TBD - More to be announced
Meet Your Presenters
Patrick Grimes
CEO/Founder, Passive Investing Mastery: Diversified Litigation Portfolio, Diversified Medical Receivables Portfolio, Recessionary Acquisitions Fund, Recessionary Income Fund, PIM Rapid Lending
Patrick’s portfolio is diversified across energy, litigation finance, medical receivables, commercial lending, and acquisitions, including retail, industrial, and thousands of apartment units. He has developed a range of diversified passive investments focused on growth and cash flow. He speaks on stages nationally, co-authored Amazon #1 best-sellers 'Lesson From Thought Leaders,' and 'Pivotal Leadership,' also an e-book Barnes & Noble #1 Best-Seller, and is a member of the Forbes Business Council, contributing articles on investing and commercial real estate.
For investors who want recession-aware, low-correlation alternatives to traditional markets, Patrick offers four core strategies: (1) PIM’s Diversified Litigation Finance Portfolio, built to provide investors with non-correlated growth by funding a diversified pool of lawsuits through contingency-fee law firms; (2) PIM’s Medical Receivables Portfolio, for investors seeking non-correlated cash flow and growth through financing medical practices’ accounts receivable—billed claims for services already rendered. Patrick also offers two commercial real estate funds, both capitalizing on the downturn in commercial real estate: (3) an Acquisitions Fund, targeting growth through opportunistic property acquisitions, and (4) an Income Fund, targeting stable cash flow through a diversified portfolio of commercial real estate loans.
Patrick holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University. An avid adventurer, he resides in Honolulu, Hawaii.
Darryl Glatthorn
COO, Dynamic Life Capital
Darryl Glatthorn brings over 20 years of experience on the investment side of the life settlement industry. From 2015 to 2019, he served as Chief Executive Officer of RiverRock Funds, a private equity manager specializing in life settlement funds with a focus on small face policies. Within the institutional life settlements market, he has worked with leading firms including Apollo Group, Nomura Securities, Plainfield Asset Management, and Obra Capital, as well as numerous licensed providers. He is also the founder of Equus Financial, a FINRA-licensed broker-dealer operating in 47 states. Earlier in his career, Darryl spent eight years as Partner and Head Trader at Zweig DiMenna Associates, a New York-based hedge fund focused on equity investing. He also held roles in equity derivatives sales at UBS PaineWebber and in institutional equity sales at Morgan Stanley and Lehman Brothers. Darryl earned his degree in accounting from Babson College and later became a Certified Public Accountant (inactive). He holds FINRA Series 7, 24, 63, and 79 licenses.
Ben Mohr
President, Insurance Marketing Specialist, Life Advisor Solutions
Over the past three decades, he has successfully sold millions in annuities, life insurance, and IUL tax-free retirement plans. However, about 15 years ago, he found himself on the brink of burnout, exhausted by the constant need to find new prospects and the ongoing requests for referrals. That turning point led him to reevaluate his approach, and what he discovered ultimately transformed his career. He recognized that a significant portion of each client’s portfolio had been consistently overlooked. By making a simple but strategic shift, his business experienced substantial growth. He no longer needed to rely on chasing new leads or asking for referrals. Even more notably, his approach set him apart in the industry, allowing him to operate with virtually no direct competition due to his distinct strategy and messaging. Today, he shares this proven approach with others. He is actively seeking like-minded advisors who are equally driven and committed to growth. For a select group, he offers his most valuable resources—his time and experience—mentoring them individually and equipping them with the insights needed to build a successful, results-driven marketing and business plan.