For advisers, attorneys and care organisations
You are often the first to notice that a client's policy no longer fits their life. Refer them to us for an independent assessment. The relationship and the advice stay with you.
Financial advisers and brokers
Give clients who are about to cancel or surrender a policy another option to weigh. We don't replace your advice, and your client's interests stay central.
Attorneys, estate planners and fiduciaries
When estates, family structures or asset ownership change, a policy can outlive its original purpose. We assess whether it can be acquired.
Hospitals, hospices and palliative care
With the right consent, let families know that an independent policy assessment exists. Your role is to make the option known, never to advise a sale.
We are building a national referral network with retirement communities, accountants, employee-benefit organisations, insurance professionals and municipalities. Institutional investors and private capital providers interested in life-policy assets can also get in touch.