Our Services

Side-by-Side Options, One Clear Decision

Life Settlement Marketplace (TriBid™)

What you get: 3+ licensed offers, spread published, best-and-final round if needed.

Timeline: First offers ~7 business days (typical).

Deliverable: Offer summary + escrow guidance.

Policy Value Uplift Report™

What you get: Sell vs. Surrender vs. Keep/Reduce vs. ADB with net-to-you and timing.

When to use: Considering surrender/lapse or premiums are rising.

Extras: Doc checklist + state notes.

60-Second Policy Check™

What you get: Fast eligibility cues and a range estimate for qualified cases.

Term Conversion Assist

What you get: Verify convertibility windows and coordinate quotes (if term can qualify once converted).

Advisor/CPA Support

What you get: Collaborative case notes, disclosures, and documentation for client files.

What Would You Like To Do Next?

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