Advisor Toolkit · 2026

Life Settlement Tools
for Financial Advisors

Nine professional tools for financial advisors. Score clients, compare options, analyze policy performance, generate fiduciary documentation, run financial opportunity analyses, break down tax impacts, and build client presentations — all in one place.

UnlockedScoring

Life Settlement Opportunity Score

Score a client's policy 0–100 based on age, health, policy type, face value, and premium burden. Instantly see if they're a strong candidate.

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LockedCalculator

Keep vs. Surrender vs. Sell Calculator

Side-by-side comparison of all three options. Show your client exactly what they'd walk away with under each scenario.

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LockedCalculator

Premium Burden Calculator

Calculate the true cost of keeping a policy — burden ratio, total lifetime premiums, and future exposure. Quantify the pain of doing nothing.

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LockedAnalyzer

Policy Performance Analyzer

Measure IRR, cash value efficiency, and grade policy performance against benchmarks. Identify underperforming policies with data.

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LockedReport

Fiduciary Decision Report Generator

Generate a printable, documentation-ready fiduciary checklist for any client scenario. Protect yourself and your practice.

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LockedCalculator

Financial Opportunity Calculator & Report

Compare a settlement offer against 8 investment vehicles — S&P 500, bonds, annuities, REITs, and more — with 10-year projections and a printable advisor report.

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AdminAnalyzer

Tax Impact Analyzer

Break down the tax treatment of a life settlement vs. surrender vs. lapse — cost basis, capital gains, and ordinary income side by side.

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AdminPresentation

Client Presentation Builder

Generate a polished, client-ready one-page summary comparing all policy options with projected values. Use it directly in client meetings.

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AdminQuestionnaire

Medical & Policy Questionnaire

Complete and submit insured health information, medical conditions, policy details, and activities of daily living to start the settlement evaluation.

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Ready to Submit a Client Policy?

Free policy evaluation. Qualified submissions may receive a preliminary valuation within approximately 24 hours after sufficient initial information has been received. Accelerated Life Solutions handles the transaction work while you stay involved with your client.

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Life Settlement Toolsfor Financial Advisors

Life Settlement Opportunity Score

Keep vs. Surrender vs. Sell Calculator

Premium Burden Calculator

Policy Performance Analyzer

Fiduciary Decision Report Generator

Financial Opportunity Calculator & Report

Tax Impact Analyzer

Client Presentation Builder

Medical & Policy Questionnaire

Ready to Submit a Client Policy?

Life Settlement Tools
for Financial Advisors