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Meet
The company is an independent life settlement brokerage helping policyowners unlock the hidden value of life insurance policies they no longer need, want, or can afford.
Founded in 2006, the company evaluates policies, coordinates medical and policy information, analyzes pricing, markets cases to multiple approved institutional buyers, negotiates offers, and supports transactions through closing.
Through their education program, they train advisors, expands awareness, and enables eligible professionals to participate in commissions and build an additional income stream.
With 20,000+ advisors in its distribution network and relationships with 20+ active life settlement providers/buyers, company is positioned as a trusted, scalable platform in a significantly underpenetrated market.
Problem They’re Solving
Many seniors lapse or surrender life insurance policies without knowing those policies may have substantially greater value in the secondary market. Advisors often lack education, tools, and support to identify viable life settlement opportunities for their clients.
The transaction process is complex, document‑heavy, and difficult to navigate without specialized expertise.
The company solves these challenges by representing policyowners, providing pricing analysis, coordinating medical and policy data, managing case workflows, and exposing policies to multiple approved buyers to create competitive bidding and maximize value.
Where They Are Headed
The company is expanding from an established brokerage into a national advisor‑driven distribution and education platform. The company is broadening outreach to senior‑focused channels such as Medicare advisors, reverse‑mortgage professionals, and underserved demographics where awareness of life settlements remains low.
The education program will continue to scale advisor education, referral support, and commission‑sharing opportunities, strengthening company’s position as the leading advisor‑centric life settlement resource.
With a large underpenetrated market and strong digital visibility, the company is positioned to significantly increase transaction volume and market penetration.
Opportunity Highlights
- ~20 Years of Specialized Life Settlement Experience: Deep expertise across both the broker and provider sides of the industry, with $30M+ paid to policy sellers.
- Established National Advisor Distribution: 20,000+ advisors in the marketing database and 500+ active referral sources.
- Broad Institutional Buyer Access: Approved relationships with 20+ active life settlement providers/buyers, enabling competitive bidding and higher policy values.
- Scalable Operating Platform: Customized CRM, dedicated Key Manager, pricing‑analysis expertise, standardized templates, and advisor education through their education program.
- Strong Digital Visibility & Market Positioning: Top LinkedIn presence, strong content strategy, and high AI/search visibility — surfaced by ChatGPT as #1 in California and Top 5 nationally.
Management Team
President & Founder
The founder brings nearly two decades of experience across both the provider and brokerage sides of the life settlement industry. Since founding in 2006, he has facilitated more than $250 million in policy face value and generated over $30 million for policyowners. Previously, he has managed multi‑million‑dollar transactions for institutional funding entities. He also held corporate banking roles, overseeing portfolios exceeding $100M in deposits and $20M in loans. He is active in community leadership roles, and advisor education through the Life Settlements Network.
Key Metrics
- ~$700K current annual revenue
- $30M+ paid to policy sellers through facilitated transactions
- Licensed in California and 20+ additional states
- 20,000+ advisors in the marketing database
- 500+ active advisor referral sources
- 20+ approved institutional buyers
- Customized CRM, Key Manager support, pricing‑analysis expertise, standardized templates
Milestones
- Founded in 2006; expanded licensing to 20+ states
- Built 20,000+ advisor database and 500+ active referral sources
- Established relationships with 20+ active institutional buyers
- More than $30M paid to policy sellers
- Media exposure through Senior Spaces and multiple advisor‑focused podcasts
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