LifeRoc Capital, LLC

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

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

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

03/25/2026

Does Your Client’s Financial Plan Include Life Settlements?

As you plan for a client’s retirement, it is important to consider various factors to ensure adequate liquidity for their financial needs.

Click to read more about several important considerations to keep in mind: https://liferoccapital.com/life-settlements-for-retirement-planning/

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

Life Settlements for Retirement Planning by liferocnetwork | Jun 3, 2024 | LifeRoc Life Settlements | 0 comments Does Your Client’s Financial Plan Include Life Settlements? As you plan for a client’s retirement, it is important to consider various factors to ensure adequate liquidity for their f...

03/23/2026

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 don't have solutions for.

LifeRoc's unique funders deliver innovative solutions that can help advisors close more cases, including specialized programs for young, healthy policyholders.

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

03/18/2026

LifeRoc's leading system can help you generate your next life settlement case in 90 days!

With our marketing resources, educational pieces, technology, and sales support, we are confident we can help you generate a new life settlement case within the next 90 days.

Once the opportunity is identified LifeRoc's industry leading platform will work to obtain great offers all while passing along 100% of the broker commission directly to you.

Agents who utilize LifeRoc's Life Settlement Generation Program are able to quickly identify opportunities and generate more sales.

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

03/13/2026

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

03/11/2026

Advisors & Estate Owners: Are you overlooking a powerful financial tool? 3 Questions Every Advisor & Estate Owner 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://lnkd.in/gsdndy8t

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

03/09/2026

LifeRoc’s innovative approach streamlines the life settlement process for agents and their clients' by eliminating the 3rd party middleman and more efficiently providing strong offers.

LifeRoc's leading platform is trusted by top agents across the country
for these reasons:

- Direct Access to the Industry's Large Leading Network of Global Funders
- 100% Commission goes to agent, No 3rd Party Broker Commission Splits
- Fast & Efficient APSs' and Case Processing
- Expert Case Design & Unparalleled Transparency
- Unique Solutions: Healthy & Younger Clients, VUL, WL

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

02/20/2026

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

LifeRoc recently helped an agent get this great offer for his client! The agent contacted LifeRoc after his client reached out about his increasing premiums for a $2,000,000 life insurance policy that he no longer wanted to pay. LifeRoc was able to generate this life settlement option for the agent and their client as a lapse
alternative so that the client did not have to surrender his policy for $0.00.

Instead, the advisor and client received a gross offer of $532,936.65 for the same policy via a life settlement.

**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.

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