Step One
Signing the Docs – When an investor decides to become an owner of a Greenrock portfolio, there are legal documents to sign just like any other investment. Her agent will make this as painless as possible and explain everything. We pride ourselves on transparency.
Step Two
Sending Funds – Is it a cash deal or “qualified (IRA, 4011k, etc) money? Once that decision is made, a wire or check is sent to the Trustee, First Western Trust.
Step Three
The Trustee records and issues a certificate in the investor’s name indicating the ownership percentage of the portfolio. This guarantees the investor their proper share of the payout.
Step Four
The investor receives a “Closing Packet” with all signed documents involved in the transaction, including a copy of the Trustee Certificate.
Step Five
The Trustee maintains the portfolio and ensures the policy remains in force by making all scheduled premium payments.
Step Six
Once the policy matures, the Carrier pays the Trustee, who in turn pays the investors their contractually guaranteed share of the proceeds.