LIFE SETTLEMENT INVESTMENT FUND
legal notice: we are unable to transact life settlements in the State of California
until a Department Of Insurance life settlement license is issued.
MKG Enterprises Corp Life Settlement Investors (the “Life Settlement Investment Company”) is a California C-Corporation. The Chief Executive Officer and Chief Financial Officer of MKG Enterprises Corp (the “Life Settlements Fund Administrators”).
The company will primarily purchase existing life insurance policies that are in-force in target markets throughout the United States. While MKG Enterprises Corp Life Settlement Investors will typically only invest in Life Settlements, the Exempt Offering may opportunistically invest in life insurance policies, purchase existing insurance agencies and Registered Investment Advisors book of business, with a strict focus on adhering to conservative loan-to value characteristics. The (Company) MKG Enterprises Corp Life Settlement Investors also, either directly, or through special purpose vehicles (SPV’s), make private market security investments in Regulation D Offerings, Regulation A+ Offerings in targeted markets throughout the United States. The (Company) MKG Enterprises Corp may also take any action incidental and conducive to the furtherance of the aforementioned purposes.
•Private Market Securities Investing
•Life Settlement Investment Fund (LSI Fund)
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The (Company) MKG Enterprises Corp Life Settlement Investors is hereby offering to investors ("Investors"), pursuant to this Private Placement Memorandum ("Memorandum"), an opportunity to purchase existing life insurance policies “Life Settlements” (" Life Settlement Common Stock") and/or Life Settlements Investment (“LSI”) in the (Company) Life Settlement Investment Fund in the minimum aggregate amount of Five Hundred Dollars ($500) for Life Settlement Common Shareholder (LSCS) and in the minimum aggregate amount of Five Thousand Dollars ($5,000) for Life Settlement Preferred Shareholders (LSPS) (the “Minimum Offering Amount”) and up to the maximum aggregate amount of One Hundred Twenty Five Million Dollars ($125,000,000) (the “Maximum Offering Amount”) (the "Offering"). The (Company) has the sole discretion to raise the Maximum Offering Amount, to accept investments in a lesser amount or require a higher amount. SEC Filings Investors may not only be subject to prepayment risk, but also exposed to significant market, liquidity, and extension risk.
1" NEITHER" THE" SECURITIES" AND" EXCHANGE" COMMISSION" NOR" ANY" STATE" SECURITIES" COMMISSION" HAS" APPROVED" OR" DISAPPROVED" OF" THESE" SECURITIES" OR" PASSED" UPON" THE" ADEQUACY" OR" ACCURACY" OF" THIS" MEMORANDUM."
"ANY" REPRESENTATION"TO"THE"CONTRARY"IS"A"CRIMINAL"OFFENSE.""THIS"OFFERING"IS"MADE"IN"RELIANCE"ON"AN"EXEMPTION"FROM" REGISTRATION"WITH"THE"SECURITIES"""AND"""EXCHANGE"""COMMISSION"""PROVIDED"""BY"""SECTION"""4(2)"""OF"""THE"""SECURITIES" EXCHANGE"ACT"OF"1933,"AS"AMENDED"(THE"“ACT”),"AND"RULE"506"OF"REGULATION"D"PROMULGATED"THEREUNDER."
SUMMARY OF THE OFFERING
The following information is only a brief summary of, and is qualified in its entirety by, the detailed information appearing elsewhere in this Memorandum. This Memorandum, together with the exhibits attached including, but not limited to, the Company Operating Agreement of MKG Enterprises Corp (the “Operating Agreement”), a copy of which is attached hereto as Exhibit A, should be read in their entirety before any investment decision is made. All capitalized terms used herein but not defined herein shall have the meaning ascribed to them in the Operating Agreement. If there is a conflict between the terms contained in this Memorandum and the Operating Agreement, then this Memorandum shall prevail.
MKG Enterprises Corp Life Settlement Investors is not licensed as a life settlement provider in the states of California, Florida, Texas, New Mexico or other states.
MKG Enterprises Corp Life Settlement Investors may also purchase policies in the states of Alabama, Michigan, Missouri, South Dakota, South Carolina, Wyoming, and the District of Columbia which do not regulate the purchase of life insurance policies by parties such as MKG.
MKG Enterprises Corp Life Settlement Investors may also purchase policies from residents of New Mexico if the insured does not suffer from a terminal or life-threatening condition. MKG Enterprises Corp may not currently purchase life insurance policies from any other state, and residents from any state other than those noted above are not eligible for MKG Enterprises Corp Life Settlement Investors and underwriters to review or purchase a policy in its capacity as a provider.
MKG Enterprises Corp Life Settlement Investors does not operate in any capacity in the State of California and this site is not intended for California residents. Due to the inevitability of internet to enter States without intention, this website or any other correspondence does not constitute a solicitation for business in any particular State. Void outside the United States and where otherwise prohibited by law.
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The following submission has been accepted by the U.S SECURITY AND EXCHANGE COMMISSION Company File Number(s) 007-00105
Accredited Investors who are familiar with and willing to accept the risks associated with private investments. Securities sold through private placements are not publicly traded and are intended for investors who do not have a need for liquidity in their investment. MKG Enterprises Corp does not make investment recommendations, and no communication through this website or in any other medium should be construed as such. Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by MKG Enterprises Corp or our Trust Account, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment. Testimonial statements made may not be representative of the experience of all clients.
IMPORTANT: The projections or other information generated by MKG Enterprises Corp and its subsidiaries regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The guidance is educational in nature, is not fully individualized, and is not intended to serve as the primary or sole basis for your investment or private placement offering decisions.
The return assumptions are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. It is not possible to directly invest in an fund. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.
Results may vary with each use and over time.
What is a life settlement?
A life settlement is the sale or exchange of a life insurance policy for a lump sum of cash greater than the cash surrender value but less than the death benefit value.
What is the cash surrender value?
The cash surrender value — also known as the cash value — is the cash amount offered to the policyholder in exchange for part or all of their insurance policy’s value. In cash value life insurance policies, policyholders are provided with a death benefit and a savings component that accumulates with every premium payment. If the owner chooses to terminate their life insurance contract before the end of the term period, they are able to receive the accumulated savings, or cash value, rather than the death benefit. An owner can also borrow from their cash value in the form of a loan, but then has to pay back the money with interest to maintain the full death benefit.
What is a death benefit?
The death benefit is the amount on a life insurance policy provided to the beneficiary upon the death of the policyholder.
Who can receive a life settlement?
Life settlements are financial solutions meant for seniors over the age of 65. In order to qualify to receive a life settlement, senior policyholders must:
Be over the age of 65, with life expectancy over five years
Have an active policy with a death benefit of at least $100,000
Have had the policy active for at least two years
THIS MEMORANDUM HAS BEEN PREPARED SOLELY FOR THE BENEFIT OF AUTHORIZED PERSONS INTERESTED IN THE OFFERING. IT CONTAINS CONFIDENTIAL INFORMATION AND MAY NOT BE DISCLOSED TO ANYONE, OTHER THAN AUTHORIZED PERSONS SUCH AS ACCOUNTANTS, FINANCIAL PLANNERS, OR ATTORNEYS RETAINED FOR THE PURPOSE OF RENDERING PROFESSIONAL ADVICE RELATED TO THE PURCHASE OF SECURITIES OFFERED HEREIN. IT MAY NOT BE REPRODUCED, DIVULGED, OR USED FOR ANY OTHER PURPOSE UNLESS WRITTEN PERMISSION IS OBTAINED FROM THE FIRM. THIS MEMORANDUM DOES NOT CONSTITUTE AN OFFER OR SOLICITATION TO ANY PERSON EXCEPT THOSE PARTICULAR PERSONS WHO SATISFY THE SUITABILITY STANDARDS DESCRIBED HEREIN.
THE SALE OF MEMBERSHIP INTERESTS AND/OR NOTES COVERED BY THIS MEMORANDUM HAS NOT BEEN REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE "ACT"), IN RELIANCE UPON THE EXEMPTIONS FROM SUCH REGISTRATION REQUIREMENTS SET FORTH IN SECTION 4(2) OF THE ACT AND RULE 506 OF REGULATION D THEREUNDER. THESE SECURITIES HAVE NOT BEEN QUALIFIED OR REGISTERED IN ANY STATE IN RELIANCE UPON THE EXEMPTIONS FROM SUCH QUALIFICATION OR REGISTRATION UNDER STATE LAW. THESE SECURITIES ARE “RESTRICTED SECURITIES” AND MAY NOT BE RESOLD OR OTHERWISE DISPOSED OF UNLESS A REGISTRATION STATEMENT COVERING DISPOSITION OF SUCH MEMBERSHIP INTERESTS IS THEN IN EFFECT, OR AN EXEMPTION FROM SUCH REGISTRATION IS AVAILABLE.
THERE IS NO PUBLIC MARKET FOR THE MEMBERSHIP INTERESTS AND/OR NOTES AND NONE IS EXPECTED TO DEVELOP IN THE FUTURE. SUMS INVESTED ARE ALSO SUBJECT TO SUBSTANTIAL RESTRICTIONS UPON WITHDRAWAL AND TRANSFER, AND THE MEMBERSHIP INTERESTS AND/OR NOTES OFFERED HEREBY SHOULD BE PURCHASED ONLY BY INVESTORS WHO HAVE NO NEED FOR LIQUIDITY IN THEIR INVESTMENT.
NON-U.S. INVESTORS HAVE CERTAIN RESTRICTIONS ON RESALE AND HEDGING UNDER REGULATION S OF THE ACT. DISTRIBUTIONS UNDER THIS OFFERING MIGHT RESULT IN A TAX LIABILITY FOR THE NON-U.S. INVESTORS. EACH PROSPECTIVE INVESTOR IS URGED TO CONSULT HIS, HER OR ITS OWN TAX ADVISOR OR PENSION CONSULTANT TO DETERMINE HIS, HER OR ITS TAX LIABILITY.
NO PERSON HAS BEEN AUTHORIZED IN CONNECTION WITH THIS OFFERING TO GIVE ANY INFORMATION OR TO MAKE ANY REPRESENTATIONS OTHER THAN THOSE CONTAINED IN THIS MEMORANDUM, AND ANY SUCH INFORMATION OR REPRESENTATIONS SHOULD NOT BE RELIED UPON. ANY PROSPECTIVE PURCHASER OF MEMBERSHIP INTERESTS WHO RECEIVES ANY SUCH INFORMATION OR REPRESENTATIONS SHOULD CONTACT THE MANAGER IMMEDIATELY TO DETERMINE THE ACCURACY OF SUCH INFORMATION. NEITHER THE DELIVERY OF THIS MEMORANDUM NOR ANY SALES HEREUNDER SHALL, UNDER ANY CIRCUMSTANCES, CREATE AN IMPLICATION THAT THERE HAS BEEN NO CHANGE IN THE AFFAIRS OF THE FIRM OR IN THE INFORMATION SET FORTH HEREIN SINCE THE DATE HEREOF.
PROSPECTIVE INVESTORS SHOULD NOT REGARD THE CONTENTS OF THIS MEMORANDUM OR ANY OTHER COMMUNICATION FROM THE LLC AS A SUBSTITUTE FOR CAREFUL AND INDEPENDENT TAX AND FINANCIAL PLANNING. EACH PROSPECTIVE INVESTOR IS ENCOURAGED TO CONSULT WITH HIS, HER, OR ITS OWN INDEPENDENT LEGAL COUNSEL, ACCOUNTANT AND OTHER PROFESSIONALS WITH RESPECT TO THE LEGAL AND TAX
ASPECTS OF THIS INVESTMENT AND WITH SPECIFIC REFERENCE TO HIS, HER, OR ITS OWN TAX SITUATION, PRIOR TO SUBSCRIBING FOR MEMBERSHIP INTERESTS.
THE PURCHASE OF MEMBERSHIP INTERESTS AND/OR NOTES BY AN INDIVIDUAL RETIREMENT ACCOUNT ("IRA"), KEOGH PLAN OR OTHER QUALIFIED RETIREMENT PLAN INVOLVES SPECIAL TAX RISKS AND OTHER CONSIDERATIONS THAT SHOULD BE CAREFULLY CONSIDERED. INCOME EARNED BY QUALIFIED PLANS AS A RESULT OF AN INVESTMENT IN THE LIFE SETTLEMENT INVESTMENT FUND MAY BE SUBJECT TO FEDERAL INCOME TAXES, EVEN THOUGH SUCH PLANS ARE OTHERWISE TAX EXEMPT.
THE MEMBERSHIP INTERESTS AND/OR NOTES ARE OFFERED SUBJECT TO PRIOR SALE, ACCEPTANCE OF AN OFFER TO PURCHASE, AND TO WITHDRAWAL OR CANCELLATION OF THE OFFERING WITHOUT NOTICE. THE MANAGER RESERVES THE RIGHT TO REJECT ANY INVESTMENT IN WHOLE OR IN PART.
THE MANAGER WILL MAKE AVAILABLE TO ANY PROSPECTIVE INVESTOR AND HIS, HER, OR ITS ADVISORS THE OPPORTUNITY TO ASK QUESTIONS AND RECEIVE ANSWERS CONCERNING THE TERMS AND CONDITIONS OF THE OFFERING, THE LLC OR ANY OTHER RELEVANT MATTERS, AND TO OBTAIN ANY ADDITIONAL INFORMATION TO THE EXTENT THE MANAGER POSSESSES SUCH INFORMATION.
THE INFORMATION CONTAINED IN THIS MEMORANDUM HAS BEEN SUPPLIED BY THE MANAGER. THIS MEMORANDUM CONTAINS SUMMARIES OF DOCUMENTS NOT CONTAINED IN THIS MEMORANDUM, BUT ALL SUCH SUMMARIES ARE QUALIFIED IN THEIR ENTIRETY BY REFERENCES TO THE ACTUAL DOCUMENTS. COPIES OF DOCUMENTS REFERRED TO IN THIS MEMORANDUM, BUT NOT INCLUDED AS AN EXHIBIT, WILL BE MADE AVAILABLE TO QUALIFIED PROSPECTIVE INVESTORS UPON REQUEST.