The genesis of Settlement Masters^TM started in 2005 when KPMG, currently a big-four accounting firm, recommended a business owner client meet with Bob Larsen because KPMG was familiar with the policy rescue analysis we perform. The business owner was the “key man” of a very successful company and it owned a $30 million insurance policy on his life. The business owner was preparing the company for sale and intended to simply surrender the policy for its current cash value of around $238,000. Bob stepped in and sought bids from the institutional trusts that acquire policies for investment purposes. The initial bid Bob received was for $3.5 million which created tremendous surprise to everyone. By the time Bob finished negotiations with the various bidding funds, the purchase price had risen to $6.5 million. The client was obviously ecstatic and KPMG received tremendous accolades for taking the initiative to create the introduction.

Bob formally established Settlement Masters^TM in 2008. Today, because of our reputation and experience, we can go directly to the Institutional Buyers acquiring policies which helps to obtain the maximum settlement value for you, our client.

The Settlement Masters^TM team has, collectively, in excess of 80 years of experience in the life insurance world that we make available to each and every client.

Trust companies, Attorneys, CPA’s, Insurance Agents and Financial Advisors recommend Settlement Masters^TM to their clients.