Who We Are
Life Investors Management Company
Life Investors Management Company is an investment firm located in Southlake, Texas that specializes in offering accredited investors access to alternative, uncorrelated assets called Life Settlements.
With more than 15 years of experience in the Life Settlements industry, our team has developed an investment model that supplies clients with superior portfolio management, high-quality portfolios through selective purchasing, preservation of capital investment, lower economic risk, and higher yield compared to other asset classes.
We Put Investors First
Our mission has been, and always will be, to put investors first in every investment offering. We strive to put our investors in a formidable position to earn a return higher than the industry average while mitigating risk.
At Life Investors Management Company, our philosophy is simple: negotiate a sensible acquisition price likely to yield the best result with the lowest economic risk to our clients.
CURRENT OFFERING
Assets Under Management
COMPANY LEADERSHIP
Striving for Total Client Satisfaction
Terry Hollan
Chief Executive Officer
Mr. Hollan entered the life settlements industry in 2004 as an investor and financer, but after realizing their upside potential, he became the owner and Chief Executive Officer of Life Investors Management Company. His philosophy is simple: negotiate a sensible acquisition price likely to yield the best result with the lowest economic risk.
Mr. Hollan’s business acumen extends similarly to other investment sectors including oil and gas ventures, aircraft finance, air ambulance services, commercial real estate development and management, and even sports and athletic management.
Mr. Hollan is an avid outdoorsman and is credited with the development of The Lake Huites and Lake Baccarac Lodges, two world-renowned fishing destinations. He is also an accomplished pilot, partly from a business necessity, but mainly from a love of the open skies.
Dirk Davis
Chief Financial Officer
Mr. Davis has a long-standing successful career in the banking industry, having served as President and CEO of community banks in Texas. He also chartered and opened a bank in Southlake, Texas in 2006.
Mr. Davis held his Texas life insurance license, as well as, Securities 6 and 7 licenses.
Throughout his career in banking or entrepreneurial ventures, he has placed a high value on servicing his clients with a genuine relationship. His experience in evaluating and understanding risk, operational management, and investment knowledge, adds a significant level of skill to the LIMC team.
Holly McGinnis
Policy operations manager
Mrs. McGinnis is our Policy Operations Manager and Accounting Manager
She has had a long successful career in insurance and accounting with more than 25 years of experience and is very passionate. She specializes in assisting clients with policies, communicating directly with carriers and maintaining files, premiums, and accounts for each policy.
Mrs. McGinnis holds her Life, Health and P & C Licenses, and her previous management skills along with backgrounds in accounting and insurance, adds a significant level of skill to the LIMC team.
When she is not working, she enjoys the quiet country living and enjoys spending time with family and friends and loves relaxing in the great outdoors and traveling.
Jennifer Finzel
Executive assistant
Ms. Finzel comes to us from the banking industry where she has over 10 years of experience. Her insights gained while working with such institutions as Citizens National, First Financial and Colonial Savings have given her the skillset necessary to successfully assist and operate departments in order to build new business and grow/maintain long term relationships.
Ms. Finzel is a self-motivated, detail oriented, and ambitious personality with a history of strong organizational and interpersonal skills. Her results are a direct reflection of her dedication and commitment to customer service and a focused mind set on building new business.
She is a Texas Native and a mother and enjoys spending her time outdoors or with her family.
