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LIFETRUST

Transforming Policies into Potential 
since 2002
 

EXTENSIVE EXPERTISE
IN LIFE SETTLEMENTS

ABOUT

Our Expertise

Founded in 2002, LifeTrust, LLC is a leading provider in the life settlement industry, licensed or otherwise qualified to do business in 32 states and Washington, D.C. and a proud member of the Life Insurance Settlement Association (LISA) since 2004. LifeTrust has facilitated over $2 billion in aggregate death benefit purchases, analyzed more than $110 billion in policies, and continues to provide solutions to major U.S. investment banks, large distribution firms, and insurance agents nationwide.

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LifeTrust combines deep expertise with advanced proprietary systems to identify, analyze, purchase, and service life insurance policies. With a database of more than 45,000 policies and 30,000 insured lives, every policy undergoes strict due diligence, including independent medical evaluations and actuarially audited pricing models, ensuring accuracy and transparency for institutional investors.

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Operating as a secure paperless office with strong confidentiality protocols, LifeTrust delivers efficient, trusted, and performance-driven solutions. Backed by more than two decades of experience and active industry leadership, LifeTrust has earned its reputation as one of the most respected and reliable providers in the life settlement market.

OUR APPROACH

Client-Centric Solutions

At LifeTrust, our clients are at the center of everything we do. We carefully match each policy to the needs of individual sellers seeking fair value and institutional investors seeking reliable opportunities. Through rigorous due diligence, transparent communication, and secure, efficient processes, we ensure every transaction is handled with integrity, precision, and respect—delivering confidence and peace of mind to all parties involved.

OUR MISSION

Unparalleled Settlement Services

Our mission is to deliver trusted, transparent, and performance-driven life settlement solutions that create value for both policyholders and institutional investors. Through rigorous due diligence, advanced proprietary systems, and an unwavering commitment to confidentiality and compliance, LifeTrust provides secure access to opportunities in the secondary life insurance market. We are dedicated to building long-term partnerships, advancing industry standards, and ensuring every transaction is conducted with integrity, precision, and respect for the individuals and institutions we serve.

OUR SERVICES

Business Meeting

Investor Market

Our market placement services are aimed at confidentially placing life insurance policies in the secondary & Tertiary market, optimizing value and creating opportunities for investors.

Business Consulting

Seller Market 

With our policyholder assistance expertise, we provide guidance and support to policyholders in navigating the life settlement process, ensuring a smooth and transparent transition.

Business Meeting

Portfolio Management

Our life insurance portfolio management services are designed to effectively manage and optimize life insurance assets, ensuring peace of mind for you and your investors.

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