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.
We offer a high touch concierge approach with unparalleled support & expertise for servicing the high net worth & ultra high net worth markets.
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.
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 Broker Fees
◊ Large Buyer Pool
◊ Special Programs