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    Unlock hidden cash in your book of business—Find out More

    Your Senior Clients Are Throwing Away $Billions — Let’s Stop the Bleeding

    We uncover the policies in your book that qualify, manage the process with white-glove care, and deliver cash for you and your clients.

    Check Your Book Today
    Unlock hidden cash in your book —Find out More

    Your Senior Clients Are Throwing Away $Billions — Let’s Stop the Bleeding

    We uncover the policies in your book that qualify, manage the process with white-glove care, and deliver cash for you and your clients.

    Check Your Book Today
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    Others are truly helping clients—are you? See Proof

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    Your book likely holds large sums of untapped cash that can be unlocked for your clients

    We quickly identify the policies that qualify so you capture more value fast

    Your clients get more than a surrender check and you shine as the expert

    Utilize our expertise to capture new revenue without headaches or stress

    Why Your Book Holds Hidden Cash

    Most agents and advisors miss valuable policies when clients lapse them without realizing their worth. Your book likely holds overlooked cases that qualify for meaningful payouts—for your clients and for you.

  • Lost Cash

    Seniors are losing real money by letting policies lapse. You can help them keep what they’ve earned.

  • Qualifying Policies

    Policies in your book often qualify for settlements. We show you exactly which ones.

  • Effortless Returns

    Maximize returns without additional effort. Your workflow stays the same — the value increases.

  • Client Trust

    Protect client relationships while increasing your cash flow. You stay the advisor they rely on.

  • Fast Payouts

    Fast approvals and offers on qualifying policies. Clients get real value without delays.

  • See the hard numbers ⇒

    • Two Ways to Unlock Cash in Your Book

    Choose the approach that fits your workflow — either handle outreach yourself or let our experts manage everything, both options designed to deliver cash from qualifying policies efficiently and professionally.

    DIY Outreach

    Get started right away with ready-to-go email and SMS templates. We provide the framework to help you capture cash value for both you and your clients.

    ➤ Ready-to-use email & SMS templates 

    ➤ Educate your clients on settlement opportunities

    ➤ Maintain full control of your outreach

    Full White-Glove Service

    Let our experts handle the entire process for you. From identifying policies to managing outreach, illustrations, and medical records, we make it effortless to capture maximum cash for your clients and your book.

    ➤ We manage outreach, illustrations, and medical records
    ➤ Educate and stay in contact with clients throughout
    ➤ Turnkey, expert-handled solution for your book

    The Advisors and Agents Who Don’t Miss a Dime

    While others watch, these top agents and advisors are closing more deals, capturing every opportunity, and leaving competitors behind.

    "I will NEVER send my clients to anyone else"

    “I have worked with many settlement companies in the past, after closing a deal with Pete 12 years ago it was clear this was the company to work with. I have since worked with them exclusively and will continue to do so until I retire.”

    Wayne C.

    Advisor

    "The Best in the Business... Don't waste time elsewhere"

    "The best in the business…Simple. Do not waste your time elsewhere. These guys know settlements and are damn good at it."

    Mark U.

    Advisor

    "It's been an absolute pleasure working with them"

    “I have worked with many settlement companies in the past, after closing a deal with Pete 12 years ago it was clear this was the company to work with. I have since worked with them exclusively and will continue to do so until I retire.”

    Ronald S.

    Advisor

    The Numbers Speak:

    Your Book Is Full of Hidden Cash

    These staggering facts show just how much value goes unnoticed every year. Policies lapse, surrender, or expire—leaving billions on the table. Smart advisors uncover what most miss.

    $112B

    Seniors Forfeit $112B Every Year

    $10M

    10 Million Policies Lapse Annually

    Up to 90%

    Policies Never Pay the Death Benefit

    45

    45 States Regulate Settlements

    $823M

    $823M Paid Out Last Year Alone

    $3T

    Boomers Hold $3 Trillion in Coverage

    6X

    Settlements Pay ~6× More Than Surrender

    $200K

    Avg High-Value Payout Over $500K Face

    The Partnership

    Settle Advisor + LIS bring advisors and agents the insights and tools to identify qualifying policies in their books and capture every opportunity.

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    Who’s Behind the Curtain

    Get to know an amazing group of People on a mission to make a difference.
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    Rob Haynie

    LISA Board Member

    https://www.lisa.org/

    Managing Director, Life Insurance Settlements, Inc. and LISA board member. 30+ years shaping the life settlement industry.

    Rob has negotiated thousands of deals, unlocking millions in hidden client value for policyholders across the country.

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    Kathy Casale

    CEO/Founder

    https://settleadvisor.com/

    CEO & Founder, Settle Advisor, with nearly 35 years in insurance as an owner, product builder, and former executive.

    Kathy combines deep industry expertise with a compassionate focus on educating advisors and clients, ensuring decisions are informed and impactful.

    Stop Letting Money Slip Out of Your Book

    Every day seniors dump value they don’t even know they have — and it’s sitting in your book right now. You already know the problem. Now you can fix it before more cash disappears.

    Check Your Book