LifeRoc Capital | The Fastest Growing Life Settlement Platform
LifeRoc Capital was the fastest growing life settlement provider in 2021! LifeRoc has become an industry leader by passing along the best industry experience, offers, and 100% commission directly to the agents and advisors that work with us. Many of our...
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...
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...
Preventing Life Insurance Policy Lapses with Life Settlements
Did you know that 90% of your clients' life insurance policies will lapse prior to the client passing away? A Life Insurance policy can be one of your clients’ most valuable assets. The good agents across the country realize this and are proactively reviewing their...
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...
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...
Life Settlement Taxation Treatment – What You Need to Know
The Tax Cuts and Jobs Act of 2017 (TCJA) ruling resulted in more favorable tax treatment for life settlements. The TCJA Ruling 2009-13 established that the net proceeds from a life settlement are treated as ordinary income. The net proceeds of a life settlement is...
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...
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...
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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