• Life Settlement vs Viatical
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    Expand Your Client Solutions with Life Settlements

    Access exclusive tools, resources, and training to help your clients unlock hidden value in their life insurance policies. We’re here to support you every step of the way.

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    Great Tool For:

    Insurance Agents
    Financial Advisors
    Estate Planners
    Tax Advisors and CPA’s
    Medicare Advisors

    Settle Advisor Global Referral Program

    The world’s leading platform for life settlement referrals. Built for scale, driven by results, and trusted by top professionals worldwide.

    Learn More
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    ▶ Billions in Policy Value UnlockedOur marketplace delivers high‑value settlements for policy owners and new revenue for partners.
    ▶ Modern Program DesignTransparent commissions, dedicated support, and the proven resources partners need to scale successfully.
    ▶ Timing Is EverythingConsumer awareness is still under 10%. Partners who act now position themselves ahead of the curve.

    The Scale of the Opportunity

    Every year, more than $200 billion in life insurance policies lapse or are surrendered. The life settlement market is valued at over $60 billion in 2025 and continues to expand as awareness grows. Despite the size, awareness remains low. This creates a rare, powerful referral opportunity in a large, underserved market.As an affiliate, you’re positioned to capture value at the forefront of this growing industry, with best-in-class tools and support.

    $200B+
    Value lost annually in life insurance policies that lapse or are surrendered
    $60B+
    Estimated life settlement market size in 2025
    <10%
    Estimated consumer awareness of life settlements today

    Competitive Tiered Commissions, Built to Reward Your Growth

    Earn commissions that rise sharply with settlement size, designed for serious earning potential.

    $500 commission for policies settled between $100,000 and $499,999

    $750 commission for policies settled between $500,000 and $999,999

    $1,000 commission for policies settled between $1,000,000 and $4,999,999

    $1,250 commission for policies settled between $5,000,000 and $9,999,999

    $1,500 commission for policies settled between $10,000,000 and $14,999,999

    $2,000 commission for policies settled at $15,000,000 and above

    * Commissions are paid promptly after settlements close and tracked in your secure referral dashboard.

    Referral Partners Share Their Success Stories

    Hear firsthand how adding life settlements has transformed partner offerings and revenue.

    "Very Impressed!"


    I met Jack and Gage a while back at a conference. First, I was impressed by their drive and enthusiasm for what they do. After working with them for some time, their attention to detail and their desire to do what is best for the clients has been extremely helpful. I recommend working with both of these guys as they are wise beyond their years and will make sure you are taken care of. We had 3 term policies this year that were going to lapse before we mentioned a life settlement to the clients. All three closed, providing money for these clients who were going to walk away for nothing. Great tool and an even better company."
    James B

    "Best in the Business!"


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

    Their Work Speaks for Itself.


    “Gage and Rob got a hold of me after I had shopped a case with a competitor and I was declined. They mentioned some of the funds they represent in the marketplace and I gave them a shot. They got my client a $30k offer on a case everyone else told me had no value. I don't know what kind of magic they are doing but they definitely have some tricks up their sleeves. Their work speaks for itself.”
    John W.
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