Life Settlement PREREQUISITES

State Requirements, Licensing & Errors & Omissions Insurance

CONTACT US TODAY

Call (888)662-0180 or Send Us a Message

 Life Settlement Licensing AND ERRORS & OMISSIONS Insurance

Life settlements are in high demand due to increasing consumer awareness and the rising cost of living. 
Life Settlement requirements and licensing vary by state and 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.

N

10K BABY BOOMERS TURN 65 EVERY DAY

N

9 OUT OF 10 OF YOUR CLIENTS' LIFE INSURANCE POLICIES WILL LAPSE

N

YOUR CLIENTS' COULD RECEIVE UP TO 5 TIMES THE CASH SURRENER VALUE VIA A LIFE SETTLEMENT

N

A POLICY APPRAISAL CAN QUICKLY DETERMINE THE TRUE MARKET VALUE OF THE POLICY

LIFEROC CAPITAL’S LICENSING & ERRORS AND OMISSIONS RESOURCES

LIFE SETTLEMENT LICENSING

Life Settlement licensing requirements vary by state.  In some states life insurance agents or financial advisors must obtain an additional license in order to participate in the life settlement transaction on behalf of their clients and receive commission.

LEARN MORE ABOUT THE REQUIREMENTS IN YOUR STATE

LIFE SETTLEMENT E & O INSURANCE

LifeRoc offers access to several insurance companies that offers Errors and Omissions for advisors that offer life settlements.

LEARN MORE ABOUT LIFE SETTLEMENT E & O OPTIONS

LIFE SETTLEMENT FORMs & DOCUMENTS

Policy Qualification Parameters

Policy Qualification Worksheet

INSURED'S HEALTH QUESTIONNAIRE

Policy VALUATION REQUEST

Success Stories

POLICY SUMMARY
Policy Face Value……$2,000,000.00
Annual Premium………….$151,746.00

HEALTH SUMMARY
Age | Gender………..79 | Male
Health Condition……………….Moderate

CSV: $0

$532,965 OFFER

POLICY SUMMARY
Policy Face Value………..$1,500,000
Annual Premium…………$21,100.00

HEALTH SUMMARY
Age | Gender……………..67 | Female
Condition…………………..Good Health

CSV: $0 (Term Policy)

$82,500 OFFER

 POLICY SUMMARY
Policy Face Value…….$5,000,000.00
Annual Premium…………..$272,965.00

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

CSV: $0

$2,750,000 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.

LIFEROC SATISFACTION PROMISE

We’re known for quality service, speed and transparency. In fact, we’re so confident in the quality of our work, that we offer you this pledge: we will provide you a copy of all available non-proprietary paperwork in your policy file, if, within seven calendar days after you receive in writing a final purchase offer for the policy, you notify us in writing signed by you that you do not want to continue to work with us because you are not satisfied with our work.

PARTNER WITH US ON YOUR NEXT LIFE SETTLEMENT CASE

Schedule a meeting today with our team to discuss the potential of your next life settlement case.

SCHEDULE A MEETING

PARTNER TESTIMONIALS

 

“The wealth of experience and life settlement knowledge found at LifeRoc is some of the best in the market. LifeRoc’s expertise has not only helped us with marketing and growing our sales but has been very successful in getting our clients excellent offers.”
Diana G.

 

“”I’ve switched all my life settlement business to LifeRoc because of their unique business model, higher offers, and level of service. I now have direct access to many more capital sources and receive 100% of the settlement compensation. They also have creative programs for all types of difficult cases.”
Bob T.

 

“Fast, efficient and precise is how I describe LifeRoc’s direct to provider life settlement model. Because they eliminate the need for a broker they are able to provide the fastest service and best offers in the industry.”
Scott W.

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?

General

"*" indicates required fields

Name*

By clicking "Send Message", you agree to the Terms of Service and acknowledge receipt of our Privacy Policy.

This field is for validation purposes and should be left unchanged.

Call Us

(888)662-0180

Office

12121 WILSHIRE BLVD,
SUITE 810
LOS ANGELES, CA 90025

Follow Us