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Our Services
01.Flexible Terms
Offerings range from 1 to 40 years and are not tied to an individual investor’s age.
02.Suitability
Both individuals and institutions (ie.trusts, charities, hospital capital funds, credit unions, HOAs, etc.) are eligible to buy. Genex has a comprehensive suitability and know your client (“KYC") protocol for each new investor.
03.IRA Eligible
The Fixed Rate Runner is eligible for self directed IRAs. Genex can assist with referrals to custodians familiar with our product.
04.Personal Investment Strategies
Limited only by your imagination: Carve out and buy only “back end” payments to fund long-term care needs for elderly loved ones and/or yourself following retirement. Buy just the “front end” payments to create a sinking fund for your child’s housing costs while away at college. Buy long lump sums to fund a first home purchase for each of your children. The downpayment will be conveniently available for when they need it most. Estate plan and wealth transfer by forward investing for the fut
05.Corporate/Institutional Investment Strategies
Custom created portfolios with the help of Genex: Generate up to 200% more cash to fund future capital calls, pension obligations and other similar long-term business commitments. Create more flexible monthly cash flow options at significantly superior rates not offered by CDs in order to fund ongoing periodic operating expenses such as property management fees, employee wages, employee health benefits programs, etc. Build investment portfolios customized to your preference in yield, maximum te
