We deliver comprehensive servicing solutions that safeguard portfolios, reduce risk, and streamline operations.
Life Expectancy Reports
Order, track, and receive LE reports from leading providers — fully integrated and securely stored.
Premium Payment Management & Verification of Coverage
Never miss a payment. Our team handles scheduling, tracking, and VOC confirmations to ensure continuous coverage.
Insured & Mortality Tracking
Real-time monitoring with timely notifications and reporting to keep portfolios up to date.
Claims Processing & Tracking
From filing to payout, we manage the claims lifecycle to maximize efficiency and accountability.
Medical Records Acquisition
HIPAA-compliant retrieval, integrated into our digital servicing portal.
Digital Servicing Portal
24/7 secure online access to policy documents, performance dashboards, and status updates.
Proprietary Intelligence — MikeCulator
Advanced mortality forecasting and premium optimization tailored to your specific portfolio.
Scale & Trust
Over $10B in life settlement transactions supported, licensed in 36 states.
Experience That Matters
More than two decades of industry expertise, delivering confidence to providers and investors.
Technology You Can Rely On
API-driven, encrypted infrastructure integrated with enterprise partners like Salesforce, Egnyte, Nanonets, and OpenAI.
White-Label Flexibility
Operate under your brand with seamless back-office execution.
Personalized Partnership
Our white-glove approach means your strategy stays yours—we just make it stronger.
1. Onboarding – Policies and data securely transitioned into our platform.
2. Servicing – Premiums, tracking, and records managed end-to-end.
3. Monitoring & Reporting – Continuous updates through our digital portal.
4. Optimization – Insights from MikeCulator to refine strategy and reduce costs.
• Individual Investors
• Life Settlement Providers
• Institutional Investors
• Portfolio Managers
• Trustees & Administrators
• Family Offices & Private Funds
Discover why leading investors trust Settlement Services.
Contact UsSettlement Services, Inc. | Licensed Life Settlement Servicer | Licensed in 36 States Secure • Compliant • Experienced
