Member Eligibility
Member EligibilityJoining the PolicyTrac Platform
Membership
Benefits Begin With Membership.
PolicyTrac provides a suite of online life settlement business management tools developed to standardize, streamline and simplify the settlement lifecycle and operations of industry participants. PolicyTrac employs a modular design allowing user group customization based on business needs.
PolicyTrac Membership is offered through a subscription basis and is available to properly licensed market participants, as required by applicable state regulations, including:
- Individual Producers – life agents, financial advisors, attorney's, etc. {1}
- Distribution Networks – broker-dealers, insurance agencies, IMOs, BGAs, etc.
- Brokers
- Providers
- Financing Entities & Institutional Investors
- Service Providers – custodians, life expectancy providers, portfolio managers, policy administrators, verification agents, escrow companies, ratings agencies, actuarial firms, etc.
Call today to register your firm and begin to use our resources to hone your competitive edge. Reach your sales goals. And grow your business.
{1} Specific types of businesses whose primary focus is non life settlement related may qualify to participate on a limited subscription basis provided applicable licenses are properly maintained. Contact PolicyTrac for further guidelines.
