About Settlement Services
We exist to run the operational backbone behind professionally managed life settlement portfolios — precisely, securely, and at scale.
Our Approach
Settlement Services specializes in end-to-end administrative solutions for life settlement investors, providers, and portfolio managers. Our white-glove servicing model blends decades of industry expertise with secure, enterprise-grade technology, ensuring policies are tracked, optimized, and managed with precision.
We don't believe in one-size-fits-all servicing. Every client engagement is personalized, transparent, and designed for long-term portfolio success — whether we're supporting a single trustee-administered policy or a large institutional book.
Service Philosophy
Relationship to Settlement Group
Settlement Services is an affiliated organization within the Settlement Group family of companies, alongside Settlement Group (life settlement and viatical settlement transactions) and Settlement Options. Where Settlement Group focuses on the transaction itself, Settlement Services focuses on what comes after: the ongoing, accurate servicing of the policy for the life of the portfolio.
More about our affiliatesTell us about your portfolio and we'll show you how our team and platform work together.
