Get Qualified Life Settlement
Appointments Every Month
We build and manage your complete done-for-you life settlement lead generation system, targeting senior policy owners with qualifying permanent life insurance policies, pre-educated and booked directly into your calendar.
▶ Watch: How We Get Life Settlement Brokers Qualified Appointments. Replace this with your VSL
- Senior Policy Owner Targeting
- Facebook & TikTok Ads
- Fully Done-For-You
- Policy Pre-Qualification
Advisors Served
Avg. Cost Per Appointment
Avg. Appointment Show Rate
Lower Cost vs Lead Vendors
Adjust your monthly ad spend and see your projected appointments, clients, and revenue.
Adjust your monthly ad spend and see your projected appointments, clients, and revenue.ents, and revenue.
For illustration purposes only. Results will vary depending on your niche, targeting, ad performance, sales performance, and other variables.
Why Life Settlement Brokers Switch to Advisor Systems
Stop buying unqualified senior leads. Start attracting policy owners who are ready to explore their options.
Cost Per Appointment
Traditional life settlement lead vendors charge $200–$500 per lead. With typical conversion rates, that's $2,000–$5,000 per booked appointment, before you know if the policy even qualifies.
Our clients average ~$250 per booked life settlement appointment. Every prospect has been pre-educated on the process and self-qualified their policy type before booking.
Lead Exclusivity
Most life settlement lead vendors sell the same policy owner lead to multiple brokers simultaneously. The prospect is immediately overwhelmed with competing calls.
Every lead generated through your campaign is 100% exclusive to you. They watched your VSL and chose to speak with you specifically, no competing brokers.
Prospect Education
Generic senior leads require extensive discovery to determine if the prospect even has a qualifying policy. Most of your time is spent on prospects who don't qualify.
We build a policy qualification form into your funnel. Prospects provide policy type, face value, and age before booking, so you only speak with people who likely qualify.
Long-Term Strategy
Stop paying for leads, the leads stop. You're renting someone else's audience with no asset being built for your practice.
Your SEO and YouTube content compounds over time. Clients who've been with us 2+ years now receive free organic life settlement leads every month.
How We Build Your Life Settlement Lead Machine
A complete done-for-you system built in 7 steps, from strategy to autopilot.
Strategy & Life Settlement Client Profiling
We define your ideal life settlement client, typically policy owners aged 65–85 with permanent life insurance policies ($100K+ face value) who no longer need or can afford their coverage. We identify the specific triggers: retirement, change in health, estate plan changes, or premium unaffordability.
Video Sales Letter (VSL) Creation
We write and produce a VSL that educates policy owners on the life settlement option, explaining that their policy may be worth far more than the cash surrender value, and that selling it to an institutional investor is a legitimate, regulated alternative to lapsing or surrendering.
Sales Funnel Build
We build your complete automated appointment funnel: opt-in page, VSL page, policy qualification form, scheduling page, and confirmation page, all branded to your practice and connected to your calendar.
Follow-Up Email Sequences
We write 3 months of weekly automated follow-up emails that educate prospects on the life settlement process, how policies are valued, what to expect, typical timelines, and how to get a free policy appraisal, converting them into booked appointments on autopilot.
Paid Ad Campaign Launch
We set up and launch your Meta and TikTok ad campaigns targeting seniors aged 65–85 with permanent life insurance who are approaching retirement, experiencing health changes, or concerned about premium affordability.
Launch, Grow & Run on Autopilot
We launch your paid ad campaigns, map out 52 weeks of SEO and YouTube content targeting life settlement questions, and once live, the system runs on autopilot. Leads come in, the funnel qualifies them, and appointments land in your calendar automatically.
What to Expect: Life Settlement Campaign Costs
Realistic cost benchmarks based on our campaigns targeting senior policy owners.
Average cost per appointment by asset target (nationwide, excl. New York)
Real Life Settlement Brokers. Real Results.
See how life settlement professionals are using our system to build consistent pipelines.
Frequently Asked Questions
Everything you need to know about life settlement lead generation with Advisor Systems.
A life settlement lead is a policy owner, typically a senior aged 65–85, who has expressed interest in learning whether their life insurance policy qualifies for a life settlement. These are people who may be considering lapsing, surrendering, or selling their policy and want to understand all their options.
We target owners of permanent life insurance policies, universal life, whole life, variable universal life, and convertible term policies. We build a policy qualification form into your funnel so prospects self-identify their policy type and face value before booking an appointment with you.
We primarily target ages 65–85. This captures the demographic most likely to have qualifying policies and be in a life stage where a life settlement makes financial sense, retirement, estate plan changes, health changes, or premium affordability concerns.
Our clients generate life settlement leads ranging from $8 to $55 each using paid ads. The average cost per booked appointment is approximately $250, which is significantly lower than traditional life settlement lead sources.
Facebook and Instagram (Meta Ads) work exceptionally well for targeting seniors aged 65–85. The ‘lapse vs. sell’ and ‘your policy may be worth more than you think’ messaging resonates strongly with this demographic. TikTok is increasingly effective for reaching the 65–75 age group as well.
Life settlement advertising is regulated at the state level. All ad copy is written to be educational rather than promotional, avoiding specific value claims or guarantees. We recommend having your compliance team and state-licensed provider review all creative before launch. We focus on awareness and education messaging.
Yes. We build a policy face value qualification question into your opt-in form. Prospects self-select their policy face value range before booking, ensuring you only receive leads with policies that meet your minimum face value threshold.
Education-first messaging works best. Your VSL should explain the concept simply: ‘If you have a life insurance policy you no longer need or can afford, you may be able to sell it for significantly more than the cash surrender value.’ This creates curiosity and drives opt-ins from qualified policy owners.
Our done-for-you life settlement campaign comes with a performance guarantee of 10–30 booked appointments. If we don’t hit that target, we continue working for free until we do.
Book a free strategy call with our team. We’ll review your current situation, identify the biggest opportunities for your life settlement practice, and show you exactly how the system would work for your specific market.
Ready to Build Your Life Settlement Lead Machine?
Book a free strategy call. We'll show you exactly how we'd build your life settlement campaign, targeting senior policy owners with qualifying permanent life insurance policies.
Performance Guarantee
10–30 booked life settlement appointments or we continue working for free
Consulting: $4,995 · Done-For-You: $7,995 · No long-term contracts