Your Rights, Our Duty... and those Others
Portfolio Knows It's Your Money. Here’s the proof.
 ALL THE PROFITS Portfolio knows the dealer reinsurance company deserves 100% of the underwriting profits and investment income. Others split the premiums or take part of your investment income. 5 DAY CESSIONS Portfolio knows the premiums are the property of the dealer's reinsurance company so there is no float. Fundings are made weekly. We recognize the time value of money to you. Others think that they can pay your premiums quarterly or "monthly," 45 days after the close of the month! They squeeze the time value of your money for themselves. INVESTMENTS Portfolio knows that you the dealer should make the investment decisions to match your risk tolerance and to maximize investment income. Investment Control and Performance Others do everything they can to keep control of the investments. LOANS Portfolio knows that you the dealer can maximize the return on investment and take advantage of business opportunities with properly structured loans from unearned premiums in the reinsurance company. More on Loans Others do not allow loans except from your current profits, or under more onerous conditions.
TRUST ACCOUNTS
Portfolio knows that you the dealer should choose the trust account manager and location so you can maximize investment return.
Others attempt to steer the trust account choice toward their control and financial institution of their choice.
REAL MONEY
Portfolio cedes the actual cash to the trust account.
Others usually just issue a "report" showing your money is "somewhere."
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