25+ Years of Industry Leadership · Global Reach · Personal Service
Institutional Expertise.
Personal Service.
Independent life insurance, life settlement, legacy and charitable advisory for individuals, families, family offices, foundations, endowments and institutional organizations.
25+ Years
Industry Leadership
Global
Market Reach
Personal
Confidential Advisory
The Life Star Difference
The Life Star Difference
Experience, reach and personal attention for complex life insurance decisions.
Industry Leadership
25+ Years
For more than 25 years, Life Star has worked at the intersection of life insurance, secondary markets, institutional capital and legacy planning.
Global Reach
International
Life Star maintains relationships with institutional market participants, investors and advisors in the United States and internationally.
Personal Service
Direct
Every engagement receives highly personalized attention and a confidential, disciplined approach tailored to the client's objectives.
Capabilities
Our Capabilities
Disciplined advisory for complex insurance, liquidity and legacy decisions.
01
Life Settlements
Evaluation and representation for eligible policy owners considering the sale of an existing life insurance policy in the secondary market.
02
Life Insurance Advisory
Strategic analysis of existing insurance portfolios, including coverage, policy economics, premium requirements and long-term objectives.
03
Institutional Programs
Advisory programs for foundations, universities, endowments and institutional organizations involving life insurance and related assets.
04
Estate & Legacy Planning
Insurance-based strategies supporting estate liquidity, wealth transfer and long-term legacy objectives.
05
Life Star Charitable
Specialized philanthropic and legacy-giving strategies designed to help charitable organizations and their donors identify and maximize giving opportunities.
06
Investor Services
Policy sourcing, analysis, market preparation and portfolio support for qualified institutional market participants.
Life Star Charitable
Create the Legacy of a Lifetime®
We Help Your Senior Donors Give More℠
Life Star Charitable works with universities, foundations, charitable organizations and their senior donors to identify, structure and maximize legacy-giving opportunities.
Our approach brings together life insurance expertise, secondary-market knowledge, complex-asset planning and personalized donor engagement.
The objective is simple: help charitable organizations create new pathways for donors and their families to build meaningful, lasting legacies.
Global Market Access
Global Reach
Life Star's experience extends beyond the domestic insurance market.
Our institutional relationships and international market knowledge provide access to qualified participants in the global secondary market for life insurance.
A competitive market process can be an important component in determining appropriate value for qualifying policies.
International Institutional Network
Institutional Investors
Qualified participants across the global secondary market
Advisors & Intermediaries
Established relationships spanning domestic and international markets
Family Offices & Foundations
Access for institutional and charitable organizations worldwide
Process
A rigorous, confidential methodology.
View Our Process →01
Policy Review
Comprehensive collection of policy documentation, illustrations, statements, and underwriting data.
02
Market Preparation
Structuring the insurance package for institutional investor evaluation and competitive bidding.
03
Investor Outreach
Targeted representation to qualified institutional buyers and investor consortiums.
04
Offer Review & Execution
Client reviews all bids with full transparency. No obligation to accept any offer.
Why Life Star
Independent. Global. Personal.
25+ Years of Experience
Deep experience across life insurance, secondary markets and institutional advisory.
Global Market Access
Relationships across domestic and international markets.
Personal Service
Senior-level attention and direct involvement.
Confidentiality
Discreet handling of sensitive personal, financial and institutional information.
Institutional Capability
Sophisticated analysis for policy owners, family offices, foundations and organizations.
Charitable Expertise
Specialized legacy and donor-giving programs through Life Star Charitable.
The Opportunity
Before lapsing or surrendering, evaluate the secondary market.
Many policy owners face rising premiums, changing estate needs, or coverage they no longer require. A professional review frequently reveals options that preserve or create significant value.
Life Star guides clients through the economics, risks, tax implications, and market dynamics of life insurance assets — ensuring every decision is fully informed.
Institutional
Buyer Network
Confidential
Process
No Obligation
To Accept
Our People
Depth of expertise at every level.
Leadership with decades of experience across life insurance, institutional investing, and estate planning.
Advisory Board
Industry veterans providing strategic guidance across insurance, law, and finance.
View Team →Strategic Partners
Alliance network extending our reach across markets, sectors, and geographies.
View Team →Begin Today
Start a Confidential Conversation
Whether you are evaluating an existing life insurance policy, reviewing an institutional portfolio or developing a new charitable legacy program, Life Star can help you evaluate the available options.
Contact
Contact Life Star LP
All inquiries are handled with discretion.