We help policy owners obtain the True Market Value for their policies.


Many people are unaware that a robust secondary market for life insurance exists.  Since 2005, our team of licensed insurance professionals has represented individual, Trust, Corporate and Institutional sellers in everything from a single policy to a complex portfolio sale, handling all aspects of the transaction.  The end result is that the client receives a lump sum cash settlement that is, on average, 4 times more the Cash Surrender Value(1) and is also relieved of all future premium payments.

We have transacted more than $2 billion through a large network of institutional investors who bid against each other in an auction type process, ensuring the client highest and best offer.

Determining the True Market Value of your long held and valuable asset is now a viable alternative to surrendering a policy for the arbitrary amount an insurance company ascribes to it.