Life Settlements

A Life Settlement is the sale or assignment of a life insurance policy to a financial institution for a lump sum cash payment in excess of the cash surrender value.

This page provides links to our Preferred Providers, as well as business processing and commission information. If you have any questions regarding Life Settlements contact Chris Yarosh at 954-847-8648.

Lisettlements.com
(866) 326-5433

liferoccapital.com
Contact: Chris Sirianni, Vice President
Call/Text: 310-819-9493 | Fax: 310-819-9512
E: CSirianni@LifeRocCapital.com

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Procedures

Preliminary Procedures

If you have a client you feel would benefit from a Life Settlement, please contact Life Insurance Settlements at (866) 326-5433 ext 1011 or LifeRoc Capitalat 310-819-9493. They will be able to determine if a Life Settlement is a viable option for your client.

Submitting Cases

Cases must be submitted with the Kovack Life Settlement Disclosure Form, Client Profile Form and the required forms from either Life Insurance Settlements or LifeRoc Capital.

Submit all cases to the following address:

Kovack Securities, Inc.
Attn: Chris Yarosh
6451 North Federal Hwy.
Suite 1201
Fort Lauderdale, FL 33308

All cases will be processed immediately through Life Insurance Settlements or LifeRoc Capital.

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Commissions

The broker commission on a Life Settlement case will be the greater of 75% of gross commission.

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Forms

• Life Settlements Disclosure Form
• Client Profile - Entity
• Client Profile - Individual

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