LifeRoc News

Why Advisors Should Be Proactively Offering 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...

Major Tax Changes Create New Opportunities For Life Insurance Policy Reviews

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...

Has Your Client’s Life Insurance Needs Changed? How Advisors Use Life Settlements To Strengthen Planning Strategies

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...

Generate New Sales from Your Existing Book of Insurance Policies

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...

Life Settlements for Young and Healthy Clients

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...

Life Settlements for Retirement Planning

Does Your Client's Financial Plan Include Life Settlements? As you plan for a client's retirement, it is important to consider various factors to ensure adequate liquidity for their financial needs. Here are several important considerations to keep in mind:...

10 Reasons Life Settlements Are Here to Stay

The development of consumer regulatory protections, the entry of high-quality market participants, and continued favorable press have all validated the life settlement market. Here Are 3 Key Regulatory Developments Which Have Cemented Life Settlements as a Valuable...

7 Most Common Life Settlement Opportunities

Here are some of the most common reasons for a life settlement LIFEROC helps agents and their clients navigate the life settlement process and works to obtain great offers with our industry leading network of buyers. A life settlement can be a great alternative to a...

The Secret Behind LifeRoc’s Impressive Growth in 2022

As the fastest growing life settlement provider several years running, top agents are choosing LifeRoc for their innovative model that produces great offers on every case. The secret behind LifeRoc's impressive growth: LifeRoc's industry leading large network...

PRESS RELEASE: LifeRoc Capital Defies Market Trends, Leading as Fastest Growing Top 10 Life Settlement Provider

Top agents across the country partner with LifeRoc for its innovative life settlement model and industry leading payouts powering its impressive growth in 2022. LOS ANGELES, July 17, 2022 – Amid a higher interest rate environment, LifeRoc reported an...