For Financial Advisors
Your clients' policies may be worth more than you think.
As a financial advisor, you've likely seen clients surrender policies or let them lapse — without realizing they had a better option.
See What Your Policy Is WorthFor Financial Advisors
As a financial advisor, you've likely seen clients surrender policies or let them lapse — without realizing they had a better option.
See What Your Policy Is WorthWe handle the entire process — you introduce, we execute
Your client gets competitive offers from institutional buyers
Full transparency on offers and compensation
No cost to you or your client unless a sale closes
You strengthen your client relationship by finding hidden value
If you're a fiduciary, exploring life settlement options is arguably part of your obligation. FINRA has stated that financial professionals should inform clients about life settlements as an alternative to lapsing or surrendering. A policy your client is about to walk away from may have meaningful market value — and you're positioned to tell them that.
Identify
Spot a client with a policy they no longer need
Introduce
Connect them to us — one call or email
We evaluate
We handle every step — market, negotiate, close
Client receives offers
Multiple competitive bids from institutional buyers
Everyone wins
Your client gets more. Your relationship gets stronger.
No commitment required. Let's talk through whether this is a fit for your clients.
Partner With UsBecause 88% of policies that lapse or surrender would have qualified for a life settlement. If your client is considering dropping a policy, a settlement check is a fiduciary obligation.
You introduce your client to a licensed life settlement broker. The broker handles the entire transaction — valuation, competitive bidding, closing. You stay involved as the trusted advisor.
Compensation varies. Some brokers offer referral fees where permitted by state law. More importantly, helping a client discover hidden asset value strengthens the advisory relationship.
Free · No Obligation
It costs nothing to find out. No commitment required.
Key Points
Life settlements give financial advisors a way to help clients unlock the hidden value in life insurance policies they no longer need — turning a lapsing or surrendering asset into a meaningful cash payout.