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LifeRoc Capital, LLC Your trusted resource for life settlements. Call LifeRoc Capital Today (888)662-0182

LifeRoc recently helped an agent secure an exceptional offer for his client. The agent contacted LifeRoc after his clien...
10/15/2026

LifeRoc recently helped an agent secure an exceptional offer for his client. The agent contacted LifeRoc after his client inquired about options for a $5,000,000 life insurance policy he no longer wanted — a policy with a $0 surrender value and a $272,965 annual premium.

LifeRoc was able to quickly deliver a great offer through its large, leading network of funders. The agent and his client received a total offer of $2,750,000 for the policy via a life settlement with LifeRoc.

From $0 walking away to $2.75 million. That’s the difference one appraisal can make.

Contact LifeRoc Capital, your direct life settlement provider, today: (888) 662-0182 | LifeRocCapital.com

**This example is based on a real case but has been fictionalized for illustrative purposes. LifeRoc Capital’s client information is always kept strictly confidential. For financial professional use only.

THIS INFORMATION IS FOR FINANCIAL & OTHER PROFESSIONAL USE ONLY AND IS STRICTLY EDUCATIONAL IN NATURE. THIS IS NOT INTENDED FOR CONSUMER USE OR REFERENCE. LIFEROC CAPITAL IS A LICENSED SETTLEMENT PROVIDER. NOT AVAILABLE IN ALL STATES.

What top advisors are saying. “We had a very important estate planning situation to work through with some high net wort...
10/13/2026

What top advisors are saying.

“We had a very important estate planning situation to work through with some high net worth clients. With the help of LifeRoc Capital, we were able to quantify that a life settlement, in conjunction with an annuity purchase, made the most sense for the clients.” — Boyce L.

A life settlement isn’t just an exit — it’s a planning tool. For high-net-worth clients, the right settlement can unlock capital that funds the next strategy, from annuities to legacy planning. LifeRoc’s team helps advisors quantify those options with real numbers, so the recommendation stands on analysis — backed by our large, leading network of funders and expert case design.

Contact LifeRoc Capital, your direct life settlement provider, today: (888) 662-0182 | LifeRocCapital.com

THIS INFORMATION IS FOR FINANCIAL & OTHER PROFESSIONAL USE ONLY AND IS STRICTLY EDUCATIONAL IN NATURE. THIS IS NOT INTENDED FOR CONSUMER USE OR REFERENCE. LIFEROC CAPITAL IS A LICENSED SETTLEMENT PROVIDER. NOT AVAILABLE IN ALL STATES.

LifeRoc Capital has the industry's leading network of funders.Top advisors choose LifeRoc for direct access to our uniqu...
10/09/2026

LifeRoc Capital has the industry's leading network of funders.

Top advisors choose LifeRoc for direct access to our unique capital sources that are known for delivering great offers on cases — including cases that other life settlement companies may not have solutions for.

LifeRoc's unique funders deliver innovative solutions that can help advisors close more cases. One submission reaches our entire network:
⚙️ Specialized programs for young, healthy policyholders.
📈 Close cases that other providers may not have solutions for.
🛡️ A track record of delivering great offers.

Contact LifeRoc Capital, your direct life settlement provider, today: (888) 662-0182 | LifeRocCapital.com

THIS INFORMATION IS FOR FINANCIAL & OTHER PROFESSIONAL USE ONLY AND IS STRICTLY EDUCATIONAL IN NATURE. THIS IS NOT INTENDED FOR CONSUMER USE OR REFERENCE. LIFEROC CAPITAL IS A LICENSED SETTLEMENT PROVIDER. NOT AVAILABLE IN ALL STATES.

10/07/2026

Advisors & Estate Owners: Are you overlooking a powerful financial tool?

3 Questions Every Advisor & Estate Planning Attorneys Should Be Asking

If you're not evaluating life insurance as part of your estate planning strategy, you could be leaving money on the table for you and your clients.

In just under 5 minutes learn how life settlements can unlock hidden value, we’ll cover why life settlements are an important consideration in estate planning — and how an existing life insurance policy could be turned into immediate, strategic capital.

WATCH NOW: https://liferoccapital.com/watch-now-mastering-life-settlements-with-liferoc/

Contact LifeRoc Today (888) 662-0182 | LifeRocCapital.com

THIS INFORMATION IS FOR FINANCIAL & OTHER PROFESSIONAL USE ONLY AND IS STRICTLY EDUCATIONAL IN NATURE. THIS IS NOT INTENDED FOR CONSUMER USE OR REFERENCE. LIFEROC CAPITAL IS A LICENSED SETTLEMENT PROVIDER. NOT AVAILABLE IN ALL STATES.

Do your clients know how much they can sell their old life insurance policy for?Most don't — and the cost of not knowing...
10/06/2026

Do your clients know how much they can sell their old life insurance policy for?

Most don't — and the cost of not knowing is staggering. More than $100 billion in face value of life insurance is lapsed or surrendered every year by seniors over age 65.¹ Even more telling: research found that 90% of seniors who lapsed a policy would have considered selling it had they known a life settlement was an option.²

Your clients won't know unless someone shows them. That's where you come in — and where we make it easy.

LifeRoc's free 24-hour policy valuation tells you quickly if a policy qualifies for a life settlement and uncovers what it might be worth. One submission, a detailed valuation response within 24 hours — fast, free, and with no obligation.

Request a free detailed 24 Hour Policy Valuation here: https://liferoccapital.com/policy-valuation/

Contact LifeRoc Capital, your direct life settlement provider: (888) 662-0182 | LifeRocCapital.com

¹ Conning research, cited by the Life Insurance Settlement Association (LISA): lisa.org/why_life_settlements
² Insurance Studies Institute, "Portrait of Interest in Life Insurance Policy Conversions and Life Settlements Among Policy Holders," cited by LISA.

THIS INFORMATION IS FOR FINANCIAL & OTHER PROFESSIONAL USE ONLY AND IS STRICTLY EDUCATIONAL IN NATURE. THIS IS NOT INTENDED FOR CONSUMER USE OR REFERENCE. LIFEROC CAPITAL IS A LICENSED SETTLEMENT PROVIDER. NOT AVAILABLE IN ALL STATES.

How does life settlement taxation work?The Tax Cuts and Jobs Act of 2017 (TCJA) resulted in more favorable tax treatment...
10/01/2026

How does life settlement taxation work?

The Tax Cuts and Jobs Act of 2017 (TCJA) resulted in more favorable tax treatment for life settlements — cost basis now equals total premiums paid, which lowers the taxable gain for most policyowners. See the example in the graphic:

1️⃣ Sale proceeds up to the amount of the cost basis are not taxable
2️⃣ Sale proceeds above the cost basis and up to the policy's cash surrender value are taxed as ordinary income
3️⃣ Any remaining sale proceeds are taxed as long-term capital gains

Download our Life Settlement Tax Treatment Graph: https://lnkd.in/gaNtmmkK

Questions on a case? Contact LifeRoc Capital, your direct life settlement provider: (888) 662-0182 | LifeRocCapital.com

*Please consult with a tax professional. LifeRoc Capital does not offer tax advice. For financial professional use only.

What top advisors are saying. "The wealth of experience and life settlement knowledge found at LifeRoc is some of the be...
09/28/2026

What top advisors are saying.

"The wealth of experience and life settlement knowledge found at LifeRoc is some of the best in the market. LifeRoc's expertise has not only helped us with marketing and growing our sales but has been very successful in getting our clients excellent offers." — Diana G.

Diana's experience captures what the LifeRoc difference looks like in practice: deep life settlement expertise, marketing support that helps grow your business, and excellent offers for your clients.
Experience the difference on your next case.

Contact LifeRoc Capital, your direct life settlement provider: (888) 662-0182 | LifeRocCapital.com

Your job is the client relationship. Let LifeRoc handle all the details related to obtaining great offers and closing fa...
09/21/2026

Your job is the client relationship. Let LifeRoc handle all the details related to obtaining great offers and closing fast.

LifeRoc's concierge life settlement services allow the advisor to focus on the client relationship by leveraging our value added services:

🔹 Point of sale services as requested: speak directly with client, trustees, attorneys, CPA's
🔹 In-depth opportunity cost analysis
🔹 24 hour detailed policy valuation reports
🔹 Sophisticated premium optimization
🔹 Advanced medical underwriting analysis
🔹 Fast closing times

White-glove support on every case — with 100% of the commission passed directly to you.

Contact LifeRoc Capital, your direct life settlement provider, today: (888) 662-0182 | LifeRocCapital.com

Qualified Candidates May Receive An Offer In As Fast As 3 Days, But It May Take Up To 3 Months Or Longer, Subject To Receipt Of All Required Information

Our Satisfaction Promise exists so you and your clients can navigate the life settlement process with confidence — if yo...
09/17/2026

Our Satisfaction Promise exists so you and your clients can navigate the life settlement process with confidence — if you're not satisfied with our work, we'll provide you a copy of all available non-proprietary paperwork in your policy file.

It's one more way our direct model works for advisors — eliminating the middleman, securing great offers efficiently through our large, leading network of funders, and passing 100% of the commission directly to you.

Bring your next case to LifeRoc.

Contact LifeRoc Capital, your direct life settlement provider: (888) 662-0182 | LifeRocCapital.com

*Full terms in the image below.

The average cash surrender offer fell 27% in a single year — from $33,493 in 2024 to just $24,360 in 2025. Over the same...
09/14/2026

The average cash surrender offer fell 27% in a single year — from $33,493 in 2024 to just $24,360 in 2025. Over the same period, the average life settlement paid $212,066.

That's the widening gap between walking away from a policy and selling it on the secondary market.

For advisors, the takeaway: before any client surrenders or lapses a policy, a life settlement appraisal shows what it could be worth. LifeRoc's free 24-hour appraisal secures competitive offers from our large, leading network of funders — with 100% of the commission passed directly to you.

Bring your next case to LifeRoc (888) 662-0182 | LifeRocCapital.com

Source: 2025 industry market data (LISA). Averages across reported transactions; individual results vary. For financial professional use only.

Address

19000 MacArthur Boulevard , Suite 450
Los Angeles, CA
92612

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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