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Wells Fargo

600 S 4th St
Mac N9300-061
Minneapolis, Minnesota 55415-1526

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What We Do

Wells Fargo Corporate Trust Services offers unparalleled trustee, policy administration, verification and escrow agent services and backup servicing to the life insurance secondary markets. In addition to being a leading service provider across ABS, CDO, MBS and Municipal markets serving on over 16,000 transactions totaling nearly $3 trillion in original issuance and safekeeping nearly 13 million files in its expansive document custody vault, this experienced group provides value-added services on approximately 8,500 life insurance policies. Wells Fargo Corporate Trust Services is a division of Wells Fargo Bank, N.A. One of Baron's most admired companies, Wells Fargo is a diversified financial services company with $622 billion in assets, providing banking, insurance, investments, mortgage and consumer finance through almost 6,000 stores and the internet (wellsfargo.com) across North America and internationally.

Industry Specialty

Industry Services

Membership Category


Latest Blogs


Consumers were paid over $750 Million by LISA Members for the sale of their unwanted life insurance policies

On May 3, the Life Insurance Settlement Association (LISA) released findings from its 2021 Annual Market Data Collection Survey. The data collected represents summary closing…

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The Evolution of Regulations that have Benefited the Consumer

The life settlement industry was born in 1911 when Supreme Court Justice Oliver Wendell Holmes Jr. and his fellow justices ruled that life insurance is…

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Combating Inflation with Life Settlement Earnings

Everything is getting more expensive these days. Gas prices are higher, food prices are higher, used car prices are higher—it seems like nothing right now…

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How Did Insurance Policy Owners Earn $848 Million in 2020?

It’s true—according to “The Life Settlements Report” released by The Deal, 3,241 people sold their life insurance policies in 2020 for a combined total of…

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