Life Settlement
A policy no longer needed can still be worth real money
Licensed life settlement broker in over 40 states since 2017.
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We came to this business from the investment side of life settlements and became a licensed broker in 2017. That background matters: we know how institutional buyers price a policy, which means we know what a policy should command before we ever take it to market on your behalf.
- Licensed
- 40+ states as a broker
- Broker since
- 2017
- Policy types
- UL, IUL, VUL, convertible term
01
We represent the seller
As a broker, our duty runs to the policy owner. Policies are shopped to multiple institutional funders and bids are competed against each other.
02
Buy-side pricing knowledge
Underwriting, mortality assumptions, and internal rate of return read the way a funder reads them — before negotiation starts.
03
Business-owned and key person policies
Coverage tied to a retired partner, a satisfied loan, or a completed buy-sell is frequently an unrecognized company asset.
04
Alternatives reviewed honestly
Retained death benefit, reduced paid-up, or simply keeping the policy — presented alongside the offer, not hidden behind it.
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