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TrustLife+

Maximize your client's wealth
with non-correlated products

A life settlement is a powerful financial tool that gives your clients the option to sell their unneeded life insurance policy. In the hands of a trusted financial advisor, a life settlement will create new value for your clients, enhance your relationships and grow your business.

Get an instant offer

Life insurance is a valuable asset that protects families and businesses. But over time families and businesses change, as do their insurance needs – children become adults, business are sold, executives retire, estates become smaller, tax liabilities are reduced, level term premiums come to an end and the list goes on.

Life settlement is a transaction where the life insurance policyholder transfers ownership to a life insurance policy buyer known as a provider. The former policyholder is no longer responsible for the premiums and receives a cash payment that’s larger than the surrender value of the policy.

We at UpLife Finance built a life settlement process that is fast, ransparent, and easy to help you get more for your policy.

Through our network we partner with multiple funds, and Created a proprietary TrustLife Algorithm which take into consideration each fund allocation, the policy information, all in real time our TrustLife evaluation present you with multiple offers

4X

life settlements pay out
on average 4x
or more the cash
surrender value of a life
insurance policy

Rocket

Best Offer

AI

TrustLife Algorithm

Multiple Offers

We find the best
settlements for
your client with our
TrustLife Algorithm.

Now, more than ever, clients need trusted financial professionals to help them look to the future with confidence.

When a Life settlement is recommended ?

  • Coverage is no longer needed
  • Retirement is underfunded
  • Premiums are unaffordable
  • Medical and long term care costs have risen
  • The end of the term conversion period is approaching.
  • The policy can be replaced by one that is more efficient.
  • The value of an estate or business has reduced.
  • Marital status has changed
  • Retirement or sale of a business
Discover your policy value in seconds Get Your Estimate

Who qualify for TrustLife+ ?

Most people that ultimately sell their policies are 65+ years old or have a serious medical condition.
In some cases, younger individuals who have a serious illness may also have policies that qualify.

Policy Type: Whole life, universal life, variable universal life and term life.
Group life insurance policies may also qualify in certain situations.

Policy Size: The existing policy should have at least $200,000 in face value.

Get Multiple offers Instantly

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Multiple offers instantly

TrustLife How it work?

We’ve built a life settlement process that is fast, transparent, and easy to help you get more for your policy.

We partner with multiple funds, and build an Algorithm (TrustLife ) who take into consideration each fund allocation & policy information all in real time our TrustLife evaluation present you with multiple offers

Fast: Get an instant estimates of what your policy is worth We’ll give you an estimate in less than 60 seconds. Get started now.

Transparent: Get an estimate of your policy value from the start Our instant estimate gives you the information you need to feel empowered during the life settlement transaction process.

Easy: Get personalized service with our experienced team Our streamlined process takes the work out of your hands.

1
Enter Policy Information

Enter Policy Information

2
TrustLife Algorithm

TrustLife Algorithm

3
Multiple Offers

Multiple Offers

4
Closing

Closing

Your Success is Our Success

Jim - Financial advisor. NY

Jim - Financial advisor. NY

Worked closely with UpLife, they helped me evaluate my book of business, and help my identify which life policies will bering the most value to my clients

Was a pleasure working with them it brought great value to my business and made my clients happy

Elliot - Financial Planner. TX

Elliot - Financial Planner. TX

My client, an insured 76 years old, could not keep up with premium payment for his whole policy with $0 surrender value, the process with UpLife was simple and transparent, provided the policy owner with $150,000 in cash and a $100,000 death benefit with no future premium obligations.

Donna - Broker. FL

Donna - Broker. FL

It was a wonderful experience working with UpLife, through their TrustLife program my client, age 79 years with financial problems after his wife passed away could no longer afford to pay the premiums for a $2.5 million survivorship universal life policy. His option was to cash out $52,164. Working with UpLife he received $741,000 - sometimes looking for alternative solutions make a huge difference, this one prove to be one of them, Thank you

Jim - Financial advisor. NY

Jim - Financial advisor. NY

Worked closely with UpLife, they helped me evaluate my book of business, and help my identify which life policies will bering the most value to my clients

Was a pleasure working with them it brought great value to my business and made my clients happy

Elliot - Financial Planner. TX

Elliot - Financial Planner. TX

My client, an insured 76 years old, could not keep up with premium payment for his whole policy with $0 surrender value, the process with UpLife was simple and transparent, provided the policy owner with $150,000 in cash and a $100,000 death benefit with no future premium obligations.

Donna - Broker. FL

Donna - Broker. FL

It was a wonderful experience working with UpLife, through their TrustLife program my client, age 79 years with financial problems after his wife passed away could no longer afford to pay the premiums for a $2.5 million survivorship universal life policy. His option was to cash out $52,164. Working with UpLife he received $741,000 - sometimes looking for alternative solutions make a huge difference, this one prove to be one of them, Thank you

Your Success is Our Success

Meet James - Age 75

Meet James - Age 75

Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.

Type of Policy | Term Conversion
Policy Face Value | $5,000,000
Cash Surrender Value | $0
Life Settlement Value | $750,000

Meet Judy - Age 88

Meet Judy - Age 88

Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.

Type of Policy | Survivorship UL – One Deceased
Policy Face Value | $5,000,000
Cash Surrender Value | $185,000
Life Settlement Value | $750,000

Meet James - Age 75

Meet James - Age 75

Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.

Type of Policy | Survivorship UL – One Deceased
Policy Face Value | $5,000,000
Cash Surrender Value | $185,000
Life Settlement Value | $750,000

Meet James - Age 75

Meet James - Age 75

Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.

Type of Policy | Term Conversion
Policy Face Value | $5,000,000
Cash Surrender Value | $0
Life Settlement Value | $750,000

Meet Judy - Age 88

Meet Judy - Age 88

Policy was no longer needed for estate planning
Client was able to fund all lifestyle and caregiving needs.

Type of Policy | Survivorship UL – One Deceased
Policy Face Value | $5,000,000
Cash Surrender Value | $185,000
Life Settlement Value | $750,000

Meet James - Age 75

Meet James - Age 75

Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.

Type of Policy | Survivorship UL – One Deceased
Policy Face Value | $5,000,000
Cash Surrender Value | $185,000
Life Settlement Value | $750,000

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