"I have been doing business with Peter and Rob for 22 years. They have helped me close on dozens of cases for my clients and always ensure we get the highest offer. I will never send to anyone else, Peter Gaynor is the best at what he does.”

“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 LIS exclusively and will continue to do so until I retire.”

"I had the pleasure of working with Settle Advisor and the experience exceeded every expectation. Under the leadership of Kathy Casale, the firm delivers a rare combination of expertise, integrity, and genuine client-focused service.

From the very first interaction, their team demonstrated a deep understanding of the settlement process and an unwavering commitment to protecting clients’ financial well-being. Communication was clear, responsive, and thoughtful at every step. Complex decisions were made simple through their guidance, and it was evident that they truly advocate for the individuals and families they serve.

What sets Settle Advisor apart is their personalized approach. They don’t just provide recommendations - they take the time to understand circumstances, goals, and long-term needs, ensuring clients feel supported and confident throughout the entire process.

If you’re considering selling a life insurance policy, I can’t recommend Settle Advisor highly enough."

“I have been working with Gage for the past year, he is a bright young man with a refreshing passion in our industry. I was unaware of the Life Settlement Market place after 37 years in the industry. Since our first conversation a year ago I have been able to help four of my clients sell their policies and make a truly significant impact on their lives.”

"As a Realtor, who specializes in helping seniors to downsize to housing that is more suitable for their current or next stage of life, I am constantly looking for additional resources to help meet their changing needs. Many times, their options are limited due to insufficient income and/or liquidity and I have seen too many people have to choose what they could afford, rather than what is best for them, all because they were not in a financial position to do otherwise. Being able to recommend Settle Advisor as an option will open otherwise closed doors for many of our clients. I am excited to add them to our list of trusted vendor partners to ensure my clients can make the best decisions for themselves and their loved ones."

"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."

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

“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.”