Your DIRECT Life SettlemEnt PLATFORM
LifeRoc Capital is a top tier direct life settlement provider and a trusted partner to advisors across the country. Providing high-touch service and direct access to the industry’s leading global network of policy buyers.
THE LIFE SETTLEMENT MARKET IS POISED FOR CONTINUED RECORD GROWTH
LIFE SETTLEMENT PROVIDER
%
OF UNIVERSAL LIFE POLICIES NEVER RESULT IN A DEATH BENEFIT ₁
%
of Americans are not familiar with Life Settlements ₂
%
LIFE SETTLEMENT INDUSTRY YEARLY GROWTH ₃
10K BABY BOOMERS
TURN 65 EVERYDAY ₄
01
What We Do
LifeRoc collaborates with the nation’s top financial institutions, independent trust firms, financial planners, attorneys, and CPAs to help them navigate the complicated and exciting world of life settlements.
02
Our Approach
We offer a high touch concierge approach with unparalleled support & expertise for servicing the high net worth & ultra high net worth markets.
03
Our Mission
Our mission is to help our sourcing firms and advisors be best in class financial consultants to their valued clients.
WHY WORK WITH LIFEROC?
YOUR LIFE SETTLEMENT PROVIDER
DIRECT ACCESS TO OUR FUNDER NETWORK
Access to a Large Global Network of Buyers
- Direct Access: Partner directly with LifeRoc and avoid splitting the case with a 3rd party broker.
- Large Funder Network: Access the industry’s leading funder network comprised of dozens of global policy funders.
- Obtain Multiple Offers: Ability obtain offers form multiple vetted capital sources.
PAY NO 3RD PARTY BROKER FEES
100% Commission, No Fees or Commission Split
- No 3rd Party Broker Fees: 100.00% of all broker fees are paid to you the advisor. No commission sharing or case splitting with another broker is required.
- Direct Access: When you work directly with LifeRoc there is no need to split the case with a 3rd party broker.
UNDERWRITING & PRODUCT SERVICE
Leverage our Case Design & Life Expectancy Expertise
- Underwriting & Product Expertise: Work with seasoned professionals who understand medical underwriting, life expectancies, and life insurance products.
- Concierge Support: We offer a high touch concierge approach with unparalleled support & expertise for servicing the high net worth & ultra high net worth markets.
- No Cost File Building: we cover the cost for APSs & LEs.
PRIVACY & SECURITY
Ensure Your Clients’ Information is Protected
- Procedures & Training: We have security, privacy, and training policies in place to help ensure your client information is secure.
- Proper Agreement: We have the proper NDAs, NCAs, and BAAs in place with vendors, funders, and advisors as applicable.
- Continuous Review: We conduct periodic security reviews of our policies and technology stack to ensure we are adapting to the ever-changing security landscape.
Success Stories
POLICY SUMMARY
Policy Face Value…….$250,000.00
Annual Premium………….$12,385.00
HEALTH SUMMARY
Age | Gender………..79 | Male
Health Condition……………….Moderate
CSV: $9,000
POLICY SUMMARY
Policy Face Value…….$5,000,000
Annual Premium…………..$272,965.00
HEALTH SUMMARY
Age | Gender……………..76 | Male
Health Condition………..Severe
CSV: $0
POLICY SUMMARY
Policy Face Value…….$5,000,000
Annual Premium…………$92,232.00
HEALTH SUMMARY
Age | Gender……………..63 | Male
Condition…………………..Good Health
CSV: $0 (Term Policy)
*The above are based on real cases but have been fictionalized for illustrative purposes. LifeRoc Capital’s client information is always kept strictly confidential.
The LifeRoc Difference…
LifeRoc is here to help you and your clients navigate the life settlement process with our leading global network of funders, phenomenal deal & price execution, concierge service, and best in class case design.
LEARN MORE: Watch The Video Below
◊ Direct Access
◊ Fast Offers
◊ No 3rd Party Broker Fees
◊ Large Funder Pool
◊ Special Programs
LifeRoc Life Settlement Programs
TRADITIONAL LIFE SETTLEMENT
Directly access our leading global network of policy buyers to create value for your life settlement cases.
GET DETAILSRETAINED DEATH BENEFIT
With Retained Death Benefit™ you can provide solutions for those clients who still need coverage.
GET DETAILSVARIABLE LIFE SETTLEMENT
Variable CLS™ is the industry’s first platform for transacting VUL compliant life settlements.
GET DETAILS
CASH FOR TERM
With Cash for Term™ you can obtain settlement offers for Convertible & Non-Convertible term policies.
GET DETAILSHEALTHY LIFE SETTLEMENT
With Healthy LS™ you may be able to obtain settlement offers for even the healthiest insureds.
GET DETAILSACCELERATED LIFE SETTLEMENT
With Accelerate LS™ you can obtain settlement offers in as little as 48 hours.
GET DETAILSINDUSTRY PARTICIPATION
WORK WITH LIFEROC ON YOUR
NEXT LIFE SETTLEMENT CASE
REQUEST A FREE 24 HOUR
POLICY VALUATION HERE
HAVE QUESTIONS?
SCHEDULE A MEETING WITH US
HOW CAN WE HELP YOU?
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