Working With Agents And
Other Financial Professionals

Windsor helps agents provide a marketwide review of the life settlement option for clients before a policy is surrendered, lapsed, or sold to a direct buyer. Qualified cases are presented to dozens of life settlement companies, private buyers, and funds, giving the policyowner a more competitive review process rather than relying on a single source.

Agents and policyowners can cancel the process at any time, even after a life settlement closes. There are no upfront fees for consultations or services. Windsor only earns a commission when a case closes. For agents, that means a specialist handles the life settlement process while the client gets a clearer, more complete view of the policy’s options.

Windsor serves as a fiduciary for the policyowner and will review all cases free of charge.  If a life settlement is shown to be a viable option, Windsor handles the negotiations and manages the process from review through closing. That includes buyer communication, paperwork, offer comparison, and closing coordination, so the agent can support the client without taking on the full life settlement workload.