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Turn unwanted policies into financial wins for your clients

When clients no longer need their life insurance, don’t let it go to waste. Connect them with top buyers and earn commissions for every successful transaction.

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ABOUT SETTLE
At Settle, we help insurance agents and financial advisors turn unwanted policies into valuable opportunities, ensuring their senior clients get the highest market offers while earning competitive commissions with a seamless, hassle-free process.

Our platform simplifies case submissions, connects policies with top institutional buyers, and provides full transparency throughout the transaction, allowing you to offer more value to your clients while growing your business effortlessly.

How It Works

Submit a Case
We Handle the Process
Get Competitive Offers
Close & Earn
We make life settlements easy

Why Settle?

Maximize client value

Help your clients unlock the full potential of their life insurance by securing competitive offers—often 6x more than the cash surrender value.

Seamless case submission

Submitting a policy is simple. Our platform handles the heavy lifting, from policy evaluation to connecting with qualified buyers.

Earn competitive commissions

Get rewarded for helping clients explore life settlement options. The more policies you submit, the more opportunities you create.

Compliance & Transparency

We work only with licensed buyers and trusted funding sources, ensuring every transaction is secure and fully compliant.

Frequently asked questions

For Agents & Brokers
How does the marketplace benefit me as a broker?

Our platform simplifies the process of matching policy owners with investors, giving you access to a larger network of buyers and competitive offers for your clients.

What types of policies can I list on the platform?

You can list universal, whole, and convertible term policies that meet the marketplace’s eligibility criteria, typically policies with face values of $100,000 or more.

How are fees structured for brokers?

Brokers are compensated through commission splits that are transparently agreed upon before the transaction. Our platform ensures fair and competitive payouts.

What support does the marketplace provide?

We offer tools for pricing analysis, document management, and client education, streamlining the entire life settlement process for you and your clients.

Is there training available to help me use the platform?

Yes, we provide training materials, webinars, and live support to ensure you can fully leverage our platform’s features and benefits.

How do I track the progress of a transaction?

Our dashboard provides real-time updates, ensuring you stay informed about your client’s policy listing, offers, and final settlement.

Submit a Case

ADVISOR name
ADVISOR Email Address
ADVISOR PHONE NUMBER
CLIENT AGE
POLICY AMOUNT
policy type
CLIENT HEALTH
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