Grow Your Business
with Life Settlements
Abacus Life partners with financial advisors, insurance agents, and brokers nationwide to help their clients unlock the hidden value in their life insurance policies — while earning you a competitive referral fee.
Why Add Life Settlements
to Your Practice?
Many of your clients hold life insurance policies they no longer want, need, or can afford. Instead of letting those policies lapse or surrendering them for minimal cash value, a life settlement can provide significantly more — often 6 to 8 times the cash surrender value.
As a broker or financial advisor, offering life settlements is one of the most powerful ways to add value for your clients while generating additional revenue for your practice. Abacus Life makes it simple, transparent, and fully supported.
Purchased
Experience
Licensed
Abacus Life is the first and only publicly traded life settlement company in the United States (NYSE: ABX) — offering brokers and agents an unmatched level of transparency, credibility, and financial strength.
Why Brokers Choose Abacus Life
We've built our platform around making life settlement transactions as easy and rewarding as possible for our broker partners.
Competitive Broker Fees
We offer some of the most competitive referral and broker commissions in the industry. When your clients win, you win — and Abacus makes sure both happen.
Dedicated Support Team
Every broker partner is assigned a dedicated account manager who handles the entire transaction from start to finish — so you can focus on your clients.
Fast, Reliable Closings
Our streamlined process and in-house capabilities allow us to close transactions quickly and reliably — giving your clients certainty and you peace of mind.
Full Back-Office Support
We handle APS retrieval, life expectancy evaluations, pre-pricing, and all licensing requirements — so the heavy lifting is done for you.
Transparent Process
As a publicly traded company, Abacus Life operates with an unmatched level of transparency and accountability that your clients and your compliance team will appreciate.
Licensed in 49 States
With licensing across nearly every state, Abacus can serve virtually all of your clients — no matter where they live — with the same high standard of service.
What Abacus Handles For You
From initial policy review to final closing, our team manages the entire transaction so you can focus on what you do best.
- Initial policy review and pre-pricing at no cost to you or your client
- Life expectancy evaluations from top-rated, independent underwriters
- APS (Attending Physician Statement) retrieval and medical records management
- Policy offer and negotiation on behalf of your client to maximize value
- Contract preparation and regulatory compliance in every state
- Smooth, fast closing with direct payment to your client
- Prompt, accurate broker fee payment upon closing
- Ongoing support and education resources for you and your team
Who Can Refer to Abacus?
We partner with a wide range of financial and insurance professionals, including:
- Life Insurance Agents & Brokers
- Financial Advisors & Planners
- Estate Planning Attorneys
- CPAs & Tax Professionals
- Registered Investment Advisors
- Senior Care & Benefits Consultants
Not sure if you qualify? Contact us — we work with professionals from many backgrounds who serve clients with life insurance needs.
Call 800-561-4148How the Process Works
Getting started is easy. Here is what to expect when you refer a client to Abacus Life.
Submit a Policy
Complete our simple online form or call your dedicated account manager to submit a client's policy for review. We'll need basic information about the policy and the insured.
Free Pre-Pricing
Our team conducts a no-cost, no-obligation preliminary evaluation of the policy's market value. We'll give you a realistic range within 24–48 hours so you can set proper expectations with your client.
Medical Underwriting
If your client wants to proceed, we retrieve medical records and order a life expectancy evaluation from a certified underwriter — all handled by our in-house team at no cost to you or your client.
Receive an Offer
Abacus presents a firm purchase offer. Your client has time to review and accept — there's never any pressure. We work transparently so your client feels confident in their decision.
Close & Get Paid
Once accepted, our team handles all paperwork, regulatory filings, and closing logistics. Your client receives their proceeds, and you receive your broker fee — promptly and accurately.
How Much Is Your Client's Policy Worth?
Use our free Life Settlement Calculator to get a fast, no-obligation estimate of what a client's policy may be worth on the secondary market.
You can use this tool to have an informed conversation before ever picking up the phone — and to help your client understand the opportunity in front of them.
- No personal information required to get an estimate
- Results in under 2 minutes
- Available 24/7 — anytime, anywhere
- Free and completely no-obligation
"Adding life settlements to my practice has been one of the best decisions I've made for my clients. Abacus handles everything — and my clients consistently walk away with far more than they expected."
— Abacus Life Partner, Registered Financial Advisor