$200+ Billion in Life Insurance Policies Waiting for Advisors Who Act

Agents and Advisors using our training, marketing, and white glove support are unlocking commissions and client value from life insurance policies others leave behind.

$200+ Billion in Life Insurance Policies Waiting for Advisors Who Act

Advisors using our training, marketing, and support are unlocking commissions and client value from life insurance policies others leave behind.

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Trusted by Thousands of Agents & Advisors Coast to Coast. See Testimonials

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Join Our Partners Already Ahead of the Curve

Forward-thinking firms trust Settle Advisor to help their agents deliver more value and better outcomes to every client.

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Why Settlements Work for You

Over $200 billion life insurance policies lapse or are surrendered for less than their value each year. Life settlements give you an effortless way to earn extra income while delivering a  a life changing solution your clients will thank you for.

Earn money without selling more

Life settlements provide commissions for agents and financial reps on existing policies.

Your clients get cash for their policy

They get the value of their policy, instead of letting it lapse for nothing.

A unique product that sets you apart

Offering life settlements positions you as an expert and trusted advisor who helps clients when they need it most.

High earning potential

Policies worth hundreds of thousands can lead to lucrative commissions for you.

Opens other opportunities

Your client may have interest in a replacement policy, annuity, or other supplement plan allowing an additional revenue stream.

Low effort, high reward

No extra time spent on lead generation—just an additional revenue stream from existing clients.

How It Works

Simple Steps to Earning

Follow these steps to start earning today and discover a powerful way to generate revenue from your existing client base.

 Identify a Policy

Spot clients with unwanted life insurance policies.

 Offer the Solution

Introduce them to the idea of a life settlement.

 Get Paid

Earn commission when the policy is sold.

 Repeat

Keep offering this easy solution to grow your revenue.

Experience true white-glove service from start to finish.

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What Our Partners Are Saying

Don’t just take our word for it—here’s what other people are saying about the impact of adding life settlements to their offerings.

"I will NEVER send my clients to anyone else"


I have been doing business with Peter and Rob for 22 years. They have helped me close on dozens of cases for my clients and always ensure we get the highest offer. I will never send to anyone else, Peter Gaynor is the best at what he does.”
Wayne C.

"I have been able to help four of my clients sell their policies"


“I have been working with Gage for the past year, he is a bright young man with a refreshing passion in our industry. I was unaware of the Life Settlement Market place after 37 years in the industry. Since our first conversation a year ago I have been able to help four of my clients sell their policies and make a truly significant impact on their lives.”
Daniel H.

"It's been an absolute pleasure working with them"


“I have worked with many settlement companies in the past, after closing a deal with Pete 12 years ago it was clear this was the company to work with. I have since worked with LIS exclusively and will continue to do so until I retire.”
Ronald S.
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Meet Some of the Experts Who Power Your Earnings

These industry leaders bring decades of experience and a proven track record in life settlements. They’re the ones who make it all happen, ensuring you and your clients get the most out of every policy.

Kathy.pngKathy Casale

CEO

Settle Advisor

With nearly 35 years in insurance, Kathy has built a reputation for her expertise and compassion in helping others, guiding clients with care, understanding, and dedication.
Pete Gaynor.pngPete GaynorCEO
Life Settlements Inc.
Pete’s success in securing maximum settlements has made him a key influence in the industry’s growth, earning him respect within the national funding community.
24.pngRob HaynieManaging Director
Life Settlements Inc.

Rob’s 31 years in life settlements have made him a key industry voice, serving on LISA’s board and earning the Alan H. Buerger Leadership Award.

Your Clients Deserve Every Option

See how Settle Advisor helps you turn policies into possibilities. Join today for access to training, marketing resources, and full white-glove support.

Questions? We’re just a call away. 1-800-640-3527

"Jack is an Amazing Guy!"

The last 20 years of my career I was always taught settlements were bad. After doing a few, I hate that I didn’t explore this option sooner. It seems too good to be true at times, but now I never let a client lapse or surrender their policy until we first try and get it appraised with them.

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