LifeRoc Capital, LLC

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

Do you have clients who could benefit from selling their life insurance policies? An agent recently contacted LifeRoc af...
09/02/2026

Do you have clients who could benefit from selling their life insurance policies?

An agent recently contacted LifeRoc after his client reached out about the increasing premiums on a $2,000,000 life insurance policy he no longer wanted to pay. Surrendering the policy would have returned $0.00.

Instead, LifeRoc generated a life settlement option as a lapse alternative — and the advisor and client received a gross offer of $532,936.65 for the same policy.

Before any client lapses or surrenders a policy, it's worth one appraisal. LifeRoc's platform delivers competitive offers from our large, leading network of funders — with 100% of the commission passed directly to the advisor.

Contact LifeRoc Capital, your direct life settlement provider: (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.

What top advisors are saying:"Over the past 15 years I've worked directly with a handful of brokers and providers for my...
08/31/2026

What top advisors are saying:

"Over the past 15 years I've worked directly with a handful of brokers and providers for my life settlement cases. In the last year I've switched all my life settlement business to LifeRoc because of their unique business model and level of service. I now have direct access to many more capital sources and receive 100% of the settlement compensation. They also have creative programs for all types of difficult cases." — Bob T.

Results like this are why LifeRoc is the fastest-growing Top 5 U.S. life settlement provider — with an average settled policy face amount of $1.58M vs. the $1.28M industry average.¹

We're not just winning advisors' business. We're earning it — case by case, offer by offer.

Experience the LifeRoc difference on your next case.
Call (888) 662-0182 | LifeRocCapital.com

¹ 2025 Life Settlement Market Report.

Every year, seniors lapse or surrender over $100 billion in life insurance face amount — most without ever learning the...
08/26/2026

Every year, seniors lapse or surrender over $100 billion in life insurance face amount — most without ever learning they had another option.¹ And when they do find out? 90% of seniors who lapsed a policy say they wish they'd known they could have sold it instead.²

That regret is preventable. And for advisors, it's an opportunity.

LifeRoc's Life Settlement Generation Program helps you find the qualifying policies already sitting in your book — and turn them into cases within 90 days:

🔷 Industry-leading platform & technology to identify opportunities fast

🔷 Concierge service & support from a team of settlement experts

🔷 100% of the commission passed directly to you — no broker splits

🔷 Ready-to-use marketing & educational resources

Once an opportunity is identified, our platform secures competitive offers from LifeRoc's large, leading network of funders — while you stay focused on your clients. Don't let another policy in your book lapse unexamined.

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

¹ Life Insurance Settlement Association (LISA), "Why Life Settlements,"

² Insurance Studies Institute consumer survey, as cited by LISA (2015)

The 2025 numbers are in — and the gap has never been wider.Last year, the average life settlement paid policyholders $21...
08/24/2026

The 2025 numbers are in — and the gap has never been wider.

Last year, the average life settlement paid policyholders $212,066. The average cash surrender offer from insurers? Just $24,360.

That's nearly 9x more — for the same policy.

And it's happening while insurers cut their surrender offers 27% year-over-year. The secondary market returned over $554 million more to policyholders in 2025 than surrendering would have paid.

Here's what that means for advisors: if a client is about to lapse or surrender a life insurance policy, one conversation — one free appraisal — could change their retirement.

At LifeRoc, we make that conversation easy:

✅ Free, detailed 24-hour policy appraisal

✅ Direct access to a global network of institutional funders

✅ 100% of the commission goes to the advisor — no broker split

Bring your next case to LifeRoc. Call (888) 662-0180 | LifeRocCapital.com

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

Agent EndorsementFast, efficient, and precise is how I describe LifeRoc’s direct to provider life settlement model. Beca...
08/07/2026

Agent Endorsement
Fast, efficient, and precise is how I describe LifeRoc’s direct to provider life settlement model. Because they eliminate the need for a life settlement broker, they are able to provide the fastest service and best offers in the industry.” - Scott W

Contact LifeRoc Capital, your trusted life settlement provider today at (888)662-0182

Successful Life Settlement Case ExampleThis case example was generated when a LifeRoc advisor fulfilled their fiduciary ...
08/04/2026

Successful Life Settlement Case Example

This case example was generated when a LifeRoc advisor fulfilled their fiduciary responsibility by presenting a life settlement option to the client as a lapse alternative so that the client did not have to surrender her policy for only $29,163. Instead, the client received a gross offer of $405,000 for the same policy via a life settlement.

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

Contact LifeRoc Capital, your direct life settlement provider today at (888) 662-0182

Advisors: Earn 100% Commission on Your Next Life Settlement CaseIf you’re helping clients explore life settlements, work...
07/17/2026

Advisors: Earn 100% Commission on Your Next Life Settlement Case

If you’re helping clients explore life settlements, working with a direct provider matters. LifeRoc’s large, leading network of funders which are known to deliver strong offers — which can mean more money on your life settlement cases.

Why top advisors choose LifeRoc:
-Keep 100% of your commission — LifeRoc eliminates third-party broker commissions, so the full offer goes to you and your client.
-200+ years of combined expertise — Our team builds strong, intelligent cases that deliver results.
-Unique programs &solutions — Including options for younger or healthier policyholders that many companies can’t offer.
-If you want great offers, expert support, and a straightforward process, LifeRoc is here to
help.

Contact LifeRoc Capital, your direct life settlement provider today at (888) 662-0182 or visit: https://liferoccapital.com

04/29/2026

Whether you’re an insurance agent or financial professional, life settlements can be a timely and lucrative financial planning tool that can help you grow your business while providing greater value to your clients.

In just 5 minutes LifeRoc will share 5 Reasons Advisors Should Be Offering Life Settlements.

You will learn how incorporating life settlements into your practice can unlock new opportunities, deepen client relationships, and deliver tailored solutions to meet the evolving financial needs of today’s clients.

CLICK HERE TO WATCH NOW: https://liferoccapital.com/liferoc-capital-insider-tips/

Contact LifeRoc Capital, your direct life settlement provider today at (888) 662-0182

How Does Life Settlement Taxation Work?The Tax Cuts and Jobs Act of 2017 (TCJA) ruling resulted in more favorable tax tr...
04/08/2026

How Does Life Settlement Taxation Work?

The Tax Cuts and Jobs Act of 2017 (TCJA) ruling resulted in more favorable tax treatment for life settlements. See the example below.
Click Here to Download our Life Settlement Tax Treatment Graph: https://lnkd.in/gaNtmmkK

* Please consult with a tax professional. LifeRoc Capital does not offer tax advice.

Contact LifeRoc Capital, your direct life settlement provider today (888) 662-0182

Do you have the proper licensing to participate in the life settlement transaction on behalf of your clients?Life Settle...
04/06/2026

Do you have the proper licensing to participate in the life settlement transaction on behalf of your clients?

Life Settlement licensing requirements vary by state. In some states life insurance agents or financial advisors must obtain an additional license in order to participate in the life settlement transaction. We have listed resources to assist you for the requirements in your state.

Click to learn more about the requirements in your state: https://lnkd.in/gZV6vfEw

Contact LifeRoc Capital, your direct life settlement provider today (888) 662-0182

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