Life Settlement Minute
No Obligation
Review

A policy is worth more than the surrender check.

Life Settlement Minute is a weekly, 20-minute session for policyholders, families, agents, and advisors, built around one real policy case at a time.

Before a policy lapses, gets surrendered, or is written off as spent, this is the conversation worth having first.

This week's session

What a Life Settlement Is

Format
Live + Replay
Length
20 MIN
Audience
Open To All
Commitment
No Obligation
Seat status
Open Registration
Reserve Spot
0 5 10 15 20
Every episode runs the same 20 minutes, start to finish
About the show

One case. Twenty minutes. No jargon.

Each session is built around a single real, anonymized policy case, so the lesson stays concrete instead of theoretical.

Before you sign anything

See what options may exist before letting a policy lapse, surrendering it, or assuming there's nothing left to recover.

Spot it in a client file

Learn the signals that separate a policy worth a second look from one that isn't, and how to explain the process clearly.

Weigh the full picture

Understand how life expectancy, policy type, premium load, and death benefit size can change what a policy is actually worth today.

Registration

Save your seat for the next session.

Register once to receive episode reminders, replay links, and follow-up resources from Settlement Services, Inc.

  • Episode reminders and replay links
  • Plain-language explanations, no sales pitch
  • Follow-up resources after each session
  • Unsubscribe from communications anytime
Ready when you are

Registration opens in a quick popup right here on this page.

Open Registration Form
The lineup

The 8-part schedule

Every topic is written to work for a policyholder weighing their own coverage and an advisor weighing a client's.

Week
Topic
What it covers
01
What a life settlement is
Who it applies to and what your options are, for yourself or for a client.
02
How to spot an opportunity
Five signals to check on any policy in about five minutes.
03
The lapse conversation
What to know before a policy gets cancelled or surrendered.
04
A retirement planning tool
Three scenarios where a life settlement can change the picture.
05
Real outcomes
What people received, what made the difference, and how it happened.
06
Why offers differ
The four factors that can drive value and affect an offer's strength.
07
What to expect from the process
Rights, responsibilities, and what happens at each step.
08
What gets in the way
Common reasons people wait too long, and how to avoid it.
How it works

Register once. Show up when it's useful.

No account to manage, no series to keep track of on your own.

MIN 0

Register

Enter your contact information to reserve your spot for the next session.

DAY OF

Attend or watch the replay

Join live or catch the replay link, sent straight to your inbox.

MIN 20

Review your options

Use what you learned to decide whether a policy is worth a closer look.

Questions

Frequently asked

Is this only for financial professionals?

No. The series is written to be useful for policyholders, families, agents, and advisors alike.

What if I can't attend live?

You'll get the replay link by email, so you can watch on your own schedule.

What kind of messages will I receive?

Episode updates, reminders, and follow-up information related to the series.

Can I unsubscribe later?

Yes. Every message includes a link to opt out of future communications.