The Advisor's Life Settlement Partner
Your Clients Have Hidden Value. We Help You Unlock It.
For over 25 years, the nation's top financial advisors have trusted Amrita Financial to turn unwanted life insurance policies into significant payouts for their clients.
25+
Years in Life Settlements
National
Licensing Coverage
98%
Business From Advisor Referrals
Millions
Recovered for Clients
Why Advisors Choose Amrita
Built for the Way You Work
We built our practice around one principle: make it easy for advisors to do right by their clients.
Fiduciary Protection
Recommending a life settlement review is a fiduciary best practice. Not presenting the option can be a liability.
New Revenue Stream
Life settlements create value where none existed. Your clients win, and you strengthen the advisory relationship.
Zero Effort for You
We handle underwriting, buyer negotiations, compliance, and closing. You make the introduction — we do the rest.
Trusted by Top Advisors
98% of our business comes from advisor referrals. The nation's leading financial professionals trust us with their clients.
Simple Process
Three Steps. Zero Complexity.
You Identify the Opportunity
A client mentions lapsing a policy, struggling with premiums, or doing estate planning. You recognize the potential.
We Handle Everything
Send us the policy details. We manage the entire process — underwriting, buyer matching, negotiations, compliance — so you don't have to.
Your Client Gets Paid
Your client receives a lump sum far exceeding the cash surrender value. You've protected their interests and strengthened the relationship.
25+
Years
Your Partner
Meet Paul Bowen
President of Amrita Financial and one of the most respected life settlement brokers in the country. For over 25 years, Paul has helped the nation’s top advisors deliver life-changing results for their clients — built on trust, transparency, and results.
Full Bio & BackgroundTrusted Speaker at Leading Industry Events
AALU Annual Meetings
International Forum (Forum 400)
Florida Bar Conference
Notre Dame Tax Conference
Trusts & Estates Magazine
Society of Financial Service Professionals
Life settlements are not suitable for everyone. The decision to sell a life insurance policy should be made after careful consideration with your financial advisor. Amrita Financial, Inc. is a licensed life settlement broker. Texas residents: Life settlement transactions are regulated by the Texas Department of Insurance. For more information, visit tdi.texas.gov.