Life Policy Exchange
A private exchange providing licensed financial professionals and Investors secure access to third-party life settlement policy inventory and informational tools.
A Technology
Infrastructure Platform
Life Policy Exchange operates as a secure digital marketplace connecting financial professionals and investors with curated tertiary life settlement policy listings provided by independent, tertiary sellers.
Our platform delivers:
• Structured policy summaries
• Data-driven evaluation tools
• Secure document exchange
• Controlled access to detailed information
• Direct introduction to policy providers
Step 1: Register
Create a secure account and complete credential verification.
Step 2: Access Policy Summaries
Review available policy listings and request additional information under NDA.
Step 3: Submit Request to Purchase
Initiate a formal interest request through the platform.
Step 4: Direct Provider Transaction
All contracts, purchase agreements, and funds are handled directly between purchaser and policy provider.
Life Policy Exchange does not hold client funds or execute transaction documents.
Why Financial Professionals Choose Life Policy Exchange
Key Benefits
Curated Third-Party Inventory
Access policy listings sourced and settled by licensed life settlement providers.
Secure, Gated Access
Data & Transparency Tools
Direct Provider Communication
After formal request, transact directly with the policy owner or provider.
Servicing Overview
Our Philosophy
Our platform connects financial professionals and private investors with curated policy inventory sourced and settled by licensed life settlement providers. These policies are independently underwritten by specialized third-party firms and serviced by professional administrators, creating a structured and transparent marketplace.
By organizing access through a secure digital exchange, Life Policy Exchange allows qualified investors to explore an investment category that has historically been difficult to access outside of institutional channels.
The result is a more open marketplace where investors can evaluate policies directly, diversify beyond traditional market assets, and participate in a contractual asset class built on the strength of U.S. life insurance carriers.
Our role is simple: provide the infrastructure that connects participants, organizes information, and makes this historically institutional market more accessible to qualified investors.
Life Policy Exchange
is designed for
Financial advisors
Qualified third-party intermediaries
Institutional buyers
Insurance professionals
Registered investment professionals
Request Access Now
All Purchases Include Three Years of Service
Life Policy Exchange has partnered with Settlement Group, one of the very first providers in the life settlement industry, with over 20 years of experience.
Settlement Services provides end-to-end administrative solutions for life settlement investors, providers, and portfolio managers—combining decades of industry expertise with secure, enterprise-grade technology and consistently ranked among the top 3–4 providers in the country.
Its white-glove approach ensures every policy is carefully tracked and managed with precision, offering personalized, transparent support designed for long-term success.
Partnered With
