Your DIRECT Life SettlemEnt Partner

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.

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THE LIFE SETTLEMENT MARKET IS POISED FOR CONTINUED RECORD GROWTH
LIFE SETTLEMENT PROVIDER

%

OF UNIVERSAL LIFE POLICIES NEVER RESULT IN A DEATH BENEFIT

%

 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 partners 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 partner firms and advisors be best in class financial consultants to their valued clients.

PARTNER 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

$30,000 OFFER

 POLICY SUMMARY
Policy Face Value…….$5,000,000
Annual Premium…………..$272,965.00

HEALTH SUMMARY
Age | Gender……………..76 | Male
Health Condition………..Severe

CSV: $0

$2,750,000 OFFER

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)

$11,000 OFFER

*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.

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◊ Direct Access

◊ Fast Offers

◊ No Broker Fees

◊ Large Buyer 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.

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RETAINED DEATH BENEFIT

With Retained Death Benefit™ you can provide solutions for those clients who still need coverage.

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VARIABLE LIFE SETTLEMENT

Variable CLS™ is the industry’s first platform for transacting VUL compliant life settlements.

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CASH FOR TERM

With Cash for Term™ you can obtain settlement offers for Convertible & Non-Convertible term policies.

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HEALTHY LIFE SETTLEMENT

With Healthy LS™ you may be able to obtain settlement offers for even the healthiest insureds.

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ACCELERATED LIFE SETTLEMENT

With Accelerate LS™ you can obtain settlement offers in as little as 48 hours.

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INDUSTRY PARTICIPATION

PARTNER 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?

Call Us

(888)662-0180

Office

11620 WILSHIRE BLVD,
9TH FLOOR
LOS ANGELES, CA 90025

Follow Us

(1) Daniel Gottlieb & Kent Smetters, Lapse-Based Insurance, June 2016; (2) Harbor Life, Consumer Survey, 2020; (3) The Deal, Life Settlement Report, May 2021; (4) AARP, Bulletin, September 2014.