Virtual Event with Harbor Life Brokerage

NAIFA-Texas Platinum Sponsor, Harbor Life Brokerage hosted a webinar on Wednesday, April 12, 2023 at 12:00 p.m. Central to share their services with members across the state. We were joined by Harbor Life founder and CEO, Lucas Siegal.

Harbor Life was founded with a simple mission: to fix the life settlements industry and help American seniors and their families.

Since its launch in 2019, the Harbor Life Online Exchange has listed hundreds of millions in life insurance policies for sale and have been pivotal in transforming the industry standard. Lucas has always been captivated by finance and passionate about disrupting traditional verticals such as the life settlement industry. After spending several years in private equity, he transitioned to running Harbor Life in 2017, actively shaping and influencing the future of finance. 

During the webinar Lucas shared the how Life Settlements can help clients, the benefits of partnering with Harbor Life, the My Policy Predictor™ program, and their process for developing policies.

Harbor Life launched My Policy Predictor™, the world's first AI-powered life settlement calculator that enables advisors and insurers to underwrite a policy in minutes, not months. To learn more about the service, click here!

In addition to using this program, Harbor Life also share a helpful term policy list that breaks down the documents needed by each policy type in order to better assist advisors. To view the list, click here!

To watch the recording, please subscribe to the NAIFA-Texas YouTube page and be sure to follow us on all social media platforms!