LifeCare Xchange

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LifeCare Xchange

Welcome to the…

Where Policies are Xchanged for Hidden Value.

How do your producers help their senior clients afford retirement and long-term care when they Failed to Plan?

Exchange a death benefit for the real value of your senior clients’ life insurance policies through the LifeCare Xchange:

√ Benefits: Healthcare and senior living expenses with a tax-free Long-Term Care Benefit
√ 
Income: Supplement retirement funds for life with an Immediate Income Annuity
√ 
Protection: Maintain partial policy without premium payments with a Paid-up Retained Death Benefit
√ 
Lump Sum: Enhance income with a Cash Payment 

Producers no longer need to turn away anyone who needs help today because they failed to plan.  

Producers can be appointed to access the LifeCare Xchange

** No additional licenses or CE’s
** E&O Coverage Provided
** Compliant Marketing Materials
** Concierge Support Desk
** Compensation % of Face Value

Exclusive for Appointed Agents

How much is your book of business worth? Find out with a Policy Review.

The fastest way to help the most seniors possible before they lapse or surrender a policy is by reviewing your aging book of business to give you an indication of each policy’s Xchange value. The Policy Review is an ongoing process to identify policy’s that could be monetized and re-purposed before they fall off your book every year. 

Our one-of-a-kind policy review process starts with a redacted/confidential analysis of your policy inventory to determine how much potential value there is for you and your clients. Then we help you monetize your book by identifying specific policies suitable for the LifeCare Xchange. We’ll do outreach on your behalf to introduce the concept to your clients. We then work with policy owners to complete their policy Xchange. All of this at NO COST TO YOU!

Unlock the power of the LifeCare Xchange

The LifeCare Xchange is proud to be a member of Peloton and we look forward to working with you to help your producers uncover the hidden value of your clients’ life insurance policies TODAY!

For more information about The LifeCare Xchange, please visit https://www.lcxlife.com/.

Member Contact Information:

LifeCare Xchange
Chris Orestis
(561) 886-4631
www.lcxlife.com • chris@lcxlife.com

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