by wendiliechty1 | Jan 8, 2026 | LifeRoc Life Settlements
When You Already Have A Life Settlement Case, The Question Becomes: Could There Be A Better Offer? Many advisors come to the life settlement market with a case already in hand. The policy qualifies, the client is interested, and an offer has been presented. At that...
by wendiliechty1 | Dec 30, 2025 | LifeRoc Life Settlements
A Strategic Opportunity In An Expanding Life Settlement Market The life settlement market has evolved into a well-established, regulated financial solution—yet many advisors still underutilize it. As policyholders become more educated and financial pressures intensify...
by wendiliechty1 | Dec 24, 2025 | LifeRoc Life Settlements
The recent passing of the One Big Beautiful Bill (OBBB) marks a major shift in the financial planning landscape—especially for life insurance. By ending years of uncertainty created by temporary provisions in the 2017 Tax Cuts and Jobs Act, the OBBB opens the door for...
by wendiliechty1 | Dec 18, 2025 | LifeRoc Life Settlements
Estate planning rarely stays the same for long. Tax environments shift, exemption levels change, and clients’ financial needs evolve over time. For advisors, this often means reassessing older life insurance policies that were purchased for reasons that may no longer...
by wendiliechty1 | Jul 8, 2024 | LifeRoc Life Settlements
Are you turning your existing term policies into new revenue? LIFEROC can help you generate both producer conversion commissions and life settlement commissions from term cases, check out this example with one client that turned into three sales: Client: 70...
by wendiliechty1 | Jun 21, 2024 | LifeRoc Life Settlements
Do you have young and or healthy clients that may be interested in receiving cash for their policy? LifeRoc provides you with direct access to a very large pool of the industry leading funders allowing us to offer a variety of life settlement programs that might...
