Build up your business with 
Life Settlements
Better serve your clients when you master life settlements and increase your potential earnings by $50,000 or more each year.
Build up your business with 
Life Settlements
Master life settlements and increase your potential earnings by as much as $50,000 or more each year.
Take your independent insurance agency to the next level
Double your customer lifetime value by offering Life Settlements to your current book of business.
Many of your clients may no longer need the life insurance policy they needed many years ago, especially your clients who have retired. Others may be in a situation now where they need the cash while they’re still alive. 

Life settlements open new doors for your growing business and offer your clients a chance to eliminate sky-high premiums when they have an unwanted policy. 

Before your clients lapse, cancel, or miss out on a significant lump sum, make sure they know their options. 
Take your independent insurance agency to the next level
Double your customer lifetime value by offering Life Settlements to your current book of business.
Many of your clients may no longer need the life insurance policy they needed many years ago, especially your clients who have retired. 

Others may be in a situation now where they need the cash while they’re still alive. 

Life settlements open new doors for your growing business and offer your clients a chance to eliminate sky-high premiums when they have an unwanted policy. 

Before your clients lapse, cancel, or miss out on a significant lump sum, make sure they know their options. 

Take into consideration this true story...

A retiring executive of an insurance company no longer needed coverage, and the company was going to surrender the policy for $54,872 until their agent suggested a life settlement. 

As a result, the company received $175,000 through a life settlement and the agent earned a $54,000 commission. 

How is that for a win-win? 

Click here to request The Life Settlement Roadmap for Agents and learn everything you need to know about becoming a life settlement agent.
Life settlements bring in big revenue
Get rewarded when you do what’s right for your clients.
The professionals who are best equipped to direct their clients to the right option are life insurance agents like you.

And the data is truly on your side when you become a life settlement advisor.

Let’s take a look at the potential upside of handling life settlements for your clientele. 
How agents are earning an additional $50,000 a year
Based on our long history of protecting families and their assets, our trusted advisors at Rubicon Strategies typically earn $5,000 at minimum per life settlement transaction. Imagine you have 1,000 clients and 1% of them choose to sell their life insurance policy this year under your advisement—a conservative estimate. Those 10 clients now have the cash they’re entitled to and you just made $50,000 more in revenue. 

Even better, an advisor can earn as much as $20,000 from a single life settlement, potentially generating $200,000 per year on top of their current life insurance sales.

If you’re selling life insurance from home or you’re an independent agent looking for life insurance sales tips, we highly recommend you explore the incredible opportunities that life settlements can offer—whether that be partnering with us or another respected firm. 
Why agents choose to work with us
Get valuable training, support & marketing materials
When you join Rubicon Strategies, you’ll get access to training materials, one-to-one support, and action-driving e-mail campaigns to inform your clients about their options. 

Our support team will help you  ensure your clients maximize their life insurance policies whenever they’re ready to sell.

To learn more right away, click here to request a copy of The Life Settlement Roadmap for Agents.
Leverage our proven underwriting
process
Our policy valuations involve a comprehensive review to determine the true potential value of a policy. We always approach life settlements objectively to secure the highest bids for the clients.

This proven process ensures that every needless policy becomes an asset with significant value to keep customers happy, build strong relationships, and inspire positive word of mouth which generates future business.
Offer your clients memorable, top-notch support
Like the most successful agents, we prioritize people over profits and we’re hardwired to find our clients the best offers for their policies. 

When you provide your clients with high-quality service and help them navigate the bidding process no matter what the return, it always ends in a win-win situation for everyone involved.
A Success Story:
Life Insurance Agent to Life Settlement Advisor
Life Insurance Agent to Life Settlement Advisor
This is Allan Silverman. 

Allan has been working in life insurance for over 50 years and has specialized in the life settlement segment for the past 20 years with support from our team here at Rubicon. 

His first life settlement resulted in a commission of $250,000 between the life settlement and conversion commission for Allan, as well as $850,000 in net proceeds for his client.

Since partnering with us, his annual earnings tripled and he has earned numerous company and industry awards including Life and Qualifying Member of the "Million Dollar Round Table".  

Since adding life settlements to his list of services, Allan has helped hundreds of clients realize thousands of dollars over and above their policy’s cash value. 

When asked how he feels about his career since joining Rubicon Strategies, he said, "My job has never been so rewarding.” 
If you’re ready to help your clientele and leverage that network to increase your revenue, get your copy of The Life Settlement Roadmap for Agents to learn how. 
There has never been a better time to offer life settlements 
Let’s work together
Selling a life insurance policy to an investor is becoming a mainstream financial option because Americans are living longer than ever before, some outliving their beneficiaries, and in many cases running out of retirement funds. 

When many of your clients are looking for easy ways to cover medical expenses, long-term care, or other financial expenses, you can benefit them by helping them navigate the sale of their unwanted life insurance policy. 
Before you take the next step, meet Jim. 
CEO Jim Purdy brings 20 years of experience to Rubicon Strategies. Jim Purdy is dedicated to growing and educating a network of agents about the financial opportunities for their clients through life settlements. 

Jim managed national accounts at Edison Risk, was a national sales manager at Imperial Financing & Trading, managed broker relations at Peachtree Settlement Funding, and was the director of agent origination at Magna Life Settlements. 

Over the past 20 years, Jim has learned every aspect of the industry—from life insurance and life settlements, annuities, and premium finance, to marketing and agency operations. He has mastered his role as a sales leader through his energy, extensive product knowledge, and above all his transparent business practices. 
If you have any questions about becoming a successful life settlement advisor, Jim is standing by to answer them for you. 

Click here to schedule a call with Jim if you're ready to grow your independent insurance agency. In the meantime, grab your free copy of The Life Settlement Roadmap for Agents so you can learn more.  
Interested in becoming a life settlement advisor so you can earn more?
Complete the form below to get your free copy of The Life Settlement Roadmap for Agents and learn how to offer life settlements to your clients. You can turn your current book of business into an additional $50,000 or more in revenue.
Click here to find out how you can:
  • ​Schedule a call with an Insurance Settlement expert
  • ​Be guided in the process of selling your life insurance policy
  • ​Determine your eligibility for a beneficial life settlement
  • ​Weigh your options
  • ​Submit proper paperwork and application 
  •  Consider your life settlement offer
  •  Convert an unneeded life insurance policy into a windfall
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