Settlement Plus
Settlement Plus Logo
Settlement Plus
About Newsroom CPA Resources Policy Evaluation FAQs Case Studies Contact Us
Apply Now
Settlement Plus™
Settlement Plus provides the expertise and resources to help individuals discover the true market value of their current life insurance policies. With more than 30 years of industry experience and proven capabilities, we have effectively generated millions of dollars for our clients through life settlement transactions. It is our privilege to offer clients a broad perspective and careful analysis of all of their options regarding their life insurance contracts. Our specialty lies in our consistent ability to unlock the hidden asset within a policy that many people don’t realize exists.

    Life Settlements
A life settlement can enable you to transform your insurance policy into a substantial source of capital that can create financial freedom for you and your family now rather than later.
    Success Stories
Review a variety of our client success stories and learn how they have benefitted from the life settlement process. 
ABOUT | NEWSROOM | CPA RESOURCES | POLICY APPRAISAL | FREQUENTLY ASKED QUESTIONS | CASE STUDIES | CONTACT US
Investors should consult with their own professional advisor regarding the potential tax, estate and legal considerations that may arise in connection with entering into a life settlement transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements. The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the Life Settlement sale. Settlement Plus does not provide legal or tax advice. Please consult with your tax or legal advisor regarding your personal situation. A policy that is settled is part of a client’s overall insurance capacity. Settlement Plus transacts life settlements for fixed life insurance contracts only; we do not settle variable life insurance contracts.