Used by advisors across wealth and insurance practices nationwide. See Testimonials
Trusted by Advisors, Financial Firms, and Agencies
Integrated into advisory and insurance workflows.
White-Glove Process
End-to-end case management supporting both advisors and clients through policy review, evaluation, and execution.
"You can add a testimonial from a customer here. This is what we call social proof in the industry and it can be great for building customee.
What Advisors Are Saying
Insights from professionals integrating life settlement solutions into their client planning process.
"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.”
"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.”
"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.”
Meet the Experts Behind the Process
Experienced professionals specializing in life settlement evaluation, case review, and policy analysis supporting advisors and their clients.
Kathy CasaleCEO
Settle Advisor
