For Professionals
A life settlement option for your clients, without the overhead
For financial advisors, insurance agents, and estate attorneys: refer a client's policy and we'll manage the transaction end to end.
The Opportunity
A policy review that can uncover real value for your client
Every year, policy owners let coverage lapse or surrender it for pennies on the dollar — often because no one along the way flagged that the policy itself had sellable value. Bringing a life settlement into the conversation gives your clients an option they may not know exists.
- We handle policy valuation, buyer outreach, offer negotiation, and paperwork from inception through funding.
- Every fee is disclosed upfront — nothing is owed unless your client's policy sells.
- You stay the trusted advisor of record; we're the settlement specialist working alongside you.
How We Support You
What we handle on your client's behalf
Valuation
An accurate, market-based read on what a client's policy is really worth.
Buyer outreach
We take the policy to our full network of licensed buyers, not just one.
Compliance
In-house legal and compliance oversight keeps the transaction on solid ground.
Paperwork
We manage documentation from application through closing and funding.
Join Our Network
Refer a client, or become a referral partner
Tell us a bit about your practice and we'll follow up to set up a straightforward referral relationship.