LIFEROC NEWS

 

 

No Medical Underwriting Life Settlements

No Medical Underwriting Life Settlements

Close your life settlement cases faster with no medical records or life expectancy required.   LifeRoc partners with the nation’s top insurance agents to help them navigate the exciting world of life settlements.  Agents work with LifeRoc for direct access to our...

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2021 Life Settlement Market Statistics

2021 Life Settlement Market Statistics

NEW 2021 Life Settlement annual market data continues to showgrowth and demand in the Life Settlement Industry           Life Settlements are an essential financial solution that top agents and financial professionals can provide for their retirement age...

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The Life Settlement Opportunity for Agent & Advisors

The Life Settlement Opportunity for Agent & Advisors

LifeRoc has helped agents nationwide identify and capitalize on countlessLife Settlement opportunities within their existing book of business. Life Settlements have become an increasingly important financial solution for seniors whose life insurance needs have...

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LifeRoc Capital – Life Settlement Success Stories

LifeRoc Capital – Life Settlement Success Stories

3,241 people sold their life insurance policies in 2020 for a combined total of over $848 million. It’s a significant increase from the prior year despite the impact of COVID-19. (Source *Life Settlement Report, The Deal) Thousands of Americans benefit from selling...

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Navigating the Life Settlement Process

Navigating the Life Settlement Process

Understanding The True Value Of One Of Your Clients’Most Valuable Assets  Traditionally, policy owners and advisors have used cash surrender value (CSV) as a benchmark of life insurance policy value. However, life insurance policy sale transactions (sometimes referred...

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Life Settlement Industry Statistics

Life Settlement Industry Statistics

More than 71.5 million baby boomers live in the U.S.  and many face greater retirement challenges than retirees a decade before them.* The Stanford Center for Longevity reports that baby boomers hold less wealth, carry more debt and will face greater expenses in...

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Life Settlements & Fiduciary Responsibility

Life Settlements & Fiduciary Responsibility

Policy owners age 65 and over forgo $57 billion of life insurance coverage annually! This staggering figure highlights the inequity that exists for those clients that have built life insurance portfolios over the years only to have them go by the wayside with little or no value. This situation not only affects the client and their beneficiaries but it also puts you as the fiduciary at risk, as lawsuits against advisors who have failed to show an alternative exit plan are becoming more prevalent by the day.

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