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Winterleaf Investments

Empowering financial professionals with the tools to master life settlements, an asset class redefining non-correlation, longevity-based returns, and portfolio resilience.

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COMPANY OVERVIEW

Who We Are

Winterleaf Investments is a global leader exclusively focused on the life settlement asset class, with over two decades of team experience and $5+ billion in underwritten policies. We deliver institutional-grade access to non-correlated, stable returns—built for financial professionals who demand resilience, precision, and performance.

Meeting
WHAT WE OFFER

Safety, Stability, Peace of Mind

Our Life Settlement Growth Product is engineered for long-term capital appreciation, leveraging actuarial precision and policy-level diversification to target double-digit returns uncorrelated to market volatility.
 

Our Life Settlement Income Product delivers predictable, tax-efficient cash flows—designed for clients seeking stability, downside protection, and consistent yield from a fundamentally secure asset class.

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Disclaimer: our products are only available to customers in Latin America and can only be purchased through a broker dealer. 

PERSPECTIVES

Safeguarding Against Uncertainty 

In a world defined by volatility and uncertainty, we believe strengthening long-term portfolio resilience is not optional—it’s essential.

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CREATING IMPACT

Creating Value with Purpose: Life Settlements That Deliver Financial Returns and Human Impact.

UNLOCKING CLIENT SUCCESS
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Non-correlated, stable returns.

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Winterleaf

We are your dedicated partner in life settlement investing—focused solely on your clients' long-term success.


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AT A GLANCE

Winterleaf Investments

100+ A+

Insurance Carriers 

$5B+

Policies Underwritten

21+

Years of Experience

Start the Conversation

Contact Winterleaf Investments for a detailed discussion on how life settlements can complement your portfolio with stable, non-market correlated returns.

2025 Winterleaf Investments, LLC (Company) and its Affiliates (Company). All information contained within is intended for Latin American financial professionals. Winterleaf Investments and its products described on this site are only available to Latin American financial professionals. All information contained within is strictly educational, all such information is superseded by official series memoranda. Information contained within is not investment advice. Winterleaf is not licensed, acting or intending to act as an insurance agency, insurance agent, broker or producer, investment advisor, broker-dealer, registered representative, viatical or life settlement provider, viatical or life settlement broker, or viatical or life settlement representative. Company does not sell or offer to sell securities, and nothing herein shall be deemed or construed to be an offer by Company to sell a security, a solicitation by Company of a person to purchase a security or an invitation by Company for any person to make an offer to purchase a security. Company is not an agent, broker, fiduciary or representative of any user of this Website. Company does not provide insurance, financial, investment, estate planning, legal or tax advice or recommendations, and users of the Website should not rely on this Website or Company as a basis for a decision to purchase or, after a purchase, hold, any life settlement policy. Users of this Website should consult their own financial, insurance, investment, estate planning, legal and tax advisors. Company makes no warranties, express or implied, as to the accuracy or completeness of any of the information provided on this Website. This Website is provided "AS IS" without any warranty of any kind, express or implied, including, without limitation, any implied warranty of merchantability, fitness for a particular purpose or use, accuracy or completeness of any information contained on this Website or in respect of Company’s sale of any life settlement policy. All warranties, whether express or implied, are hereby disclaimed by Company.

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