Life Settlement Basics
What Is a Life Settlement? A Simple Guide for Seniors
Learn what a life settlement is, how it works, and whether selling your policy could put real money in your pocket.
Life Settlement Basics
Should You Surrender Your Life Insurance or Sell It?
Before you surrender your policy back to the insurance company, read this. You may be leaving tens of thousands on the table.
Understanding Your Policy
How Much Is My Life Insurance Policy Worth?
These 5 factors determine what you could receive in a life settlement — and one of them might surprise you.
Financial Planning
5 Signs It Might Be Time to Sell Your Life Insurance
Not sure if a life settlement is right for you? These 5 signs suggest it might be time to explore your options.
Financial Planning
What Happens When You Can't Afford Premiums?
Struggling with life insurance premiums? Before you let your policy lapse, you may have a valuable alternative.
For Agents & Advisors
Client Received a Lapse Notice? Here's What to Do Next
When a client calls about a lapse notice, a life settlement may be the best option. Learn how to guide the conversation.
For Agents & Advisors
Life Settlements for Life Insurance Agents: A Complete Guide
Everything agents need to know about adding life settlements to their practice, from compliance to compensation.
For Agents & Advisors
How to Talk to Clients About Life Settlements
Practical scripts and conversation starters for introducing life settlements to senior clients naturally.
For Agents & Advisors
Which Policies Qualify for a Life Settlement? A Guide for Agents
Learn the key criteria for life settlement eligibility so you can quickly identify opportunities in your book of business.
For Agents & Advisors
Why Seniors Let Life Insurance Policies Lapse — And How You Can Help
Understanding the reasons behind policy lapses helps you identify clients who could benefit from a life settlement.