Life Settlement Referral Program for Financial Advisors

Help Your Clients Sell Life Insurance Policies for Maximum Value

Many clients hold life insurance policies they no longer need, can’t afford, or have outgrown. Too often, these policies are lapsed or surrendered—without exploring the option to sell a life insurance policy through a life settlement.

A life settlement allows your clients to sell their life insurance policy for cash, often receiving 4-5 times more than the policy’s cash surrender value.

Partner with LCX Life – A Leader in Life Settlements

LCX Life partners with financial advisors, insurance agents, and wealth managers to help clients sell life insurance policies in the secondary market.

We specialize in cases involving seniors and impaired health, providing a concierge, fully managed life settlement process from initial review through closing.

Our team works to secure competitive offers from institutional buyers, helping maximize value for your client.

Join us and become part of our network of financial experts!

Insurance agents, financial advisors, lawyers, accountants, and long-term care industry service providers have turned to LCX Life to help identify life settlement cases that can be of significant financial benefit to their clientele.  Join our referral fee program today!

Why Offer Life Settlements to Your Clients?

Adding life settlements to your advisory toolkit allows you to:

  • Help clients unlock liquidity in life insurance policies
  • Provide an alternative to policy lapse or surrender
  • Improve retirement and estate planning outcomes

Strengthen your role as a holistic financial advisor