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    Stay informed with original articles, expert insights, industry news, and educational resources covering life settlements, life insurance, retirement planning, and policy value.

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    Featured Article

    The $112 Billion Opportunity Hidden in Lapsed Life Insurance Policies

    A closer look at why billions of dollars in life insurance benefits are lost each year through policy lapses and surrenders, and why some policyholders may have options beyond simply walking away from their coverage. Read Article →

    The $112 Billion Opportunity Hidden in Lapsed Life Insurance Policies.png

    Industry News

    How State Regulations Continue to Shape the Life Settlement Market

    An overview of how state oversight, licensing requirements, and consumer protections influence the life settlement marketplace. 

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    5 min read

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    Consumer Guide

    Can You Sell a Term Life Insurance Policy? What Policy Owners Should Know

    A guide explaining how term life insurance works, when policies may have value, and what options policy owners should understand before making a decision. 

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    6 min read

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    Retirement Planning

    Five Ways a Life Settlement Can Improve Retirement Cash Flow

    Explore how eligible policy owners may evaluate life insurance as part of broader retirement income and financial planning considerations. 

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    8 min read

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    Explore how life insurance and life settlements can support broader estate planning strategies.

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    Understand the tax implications of life settlements and related financial decisions.

    Top Contributors

    Our contributors include nationally recognized life settlement professionals, insurance leaders, and experienced industry experts committed to delivering accurate, transparent, and educational content for consumers and financial professionals.

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    Kathy Casale

    CEO | Settle Advisor | Madivio

    35 years helping individuals, families, and advisors navigate insurance, retirement, and financial planning with compassion, integrity, and trusted guidance.

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    Rob Haynie

    Industry Leader | LIS

    One of the industry's most recognized advocates and educators with decades of experience advancing consumer awareness and best practices. 

    Industry Research

    Access original research, market analysis, white papers, and educational reports designed to help consumers, advisors, and industry professionals better understand the evolving life settlement marketplace.

    Annual Market Report

    A comprehensive look at market activity, transaction volume, and key industry developments.

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    Explore emerging trends influencing policy values, buyer demand, and market growth.

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    Insights into consumer awareness, policy ownership, and retirement planning behaviors.

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    Editorial Standards

    Every article published by Settle Advisor is reviewed for accuracy, written or reviewed by experienced professionals, and updated as regulations, market conditions, and industry practices evolve. Our goal is simple: provide educational content that is accurate, transparent, and useful.

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