Privacy Policy

Effective Date: October 23, 2025

This Privacy Policy describes how Settle Life, Inc. (“Settle,” “we,” “us,” or “our”) collects, uses, and protects your personal information when you visit SettleWealth.com (the “Site”) or interact with our services.

By using this Site, you agree to this Privacy Policy. If you do not agree, please do not use the Site or submit any personal information.

1. Who We Are

Settle Life, Inc. operates the Settle Wealth platform — a service that helps policyholders explore life settlement opportunities and receive appraisals for their life insurance policies.

We are located at:
969 Commerce St, Fort Worth, TX 76102
Phone: (214) 531-4733
Email: support@settlewealth.com

2. Information We Collect

When you use our Site or submit forms, we may collect the following types of information:

a. Personal Information You Provide

  • Name, email address, and phone number
  • Date of birth, gender, and contact details
  • Policy information (carrier, face value, policy type, issue date, etc.)
  • Health or medical information relevant to eligibility for a life settlement
  • Any messages or attachments you send to us directly

b. Automatically Collected Information

When you visit our Site, we may automatically collect:

  • IP address and browser type
  • Device and operating system information
  • Pages viewed and time spent on the Site
  • Referral sources and click data

This data helps us improve user experience and website performance.

3. How We Use Your Information

We use your information for legitimate business purposes, including to:

  • Provide a policy appraisal or determine your eligibility for a life settlement.
  • Contact you by phone, text, or email about your submission or related services.
  • Connect you with licensed providers or institutional buyers who may make an offer.
  • Improve our website functionality and marketing efforts.
  • Comply with applicable laws and regulations.

You may opt out of marketing communications at any time by following the unsubscribe instructions in our emails or replying “STOP” to text messages.

4. How We Share Information

Settle does not sell your personal information to third parties.
We may, however, share information in the following limited situations:

a. With Licensed Partners

We may share your information with licensed life settlement providers, brokers, or institutional buyers for the purpose of generating legitimate offers on your policy.

b. With Service Providers

We use third-party vendors to host our Site, manage communications, and process data securely. These vendors are bound by confidentiality agreements.

c. When Required by Law

We may disclose information when required by law, court order, or regulatory authority, or when necessary to protect our rights or comply with state and federal life settlement regulations.

5. HIPAA Compliance

Settle follows the standards established by the Health Insurance Portability and Accountability Act (HIPAA) to protect medical and health-related information.

All personal health information (PHI) you provide is handled securely and used solely for the purpose of evaluating your policy’s eligibility.
We will never share or disclose PHI without your consent, except as required by law or as part of the settlement evaluation process with licensed partners.

6. Data Retention

We retain your information only as long as necessary to:

  • Complete your appraisal or transaction;
  • Comply with legal and regulatory requirements; or
  • Maintain business records consistent with industry standards.

You may request deletion of your data at any time (see Section 9).

7. Cookies and Tracking Technologies

We use cookies, pixels, and analytics tools (like Google Analytics) to understand visitor behavior, improve site performance, and personalize content.

Cookies do not store personal data unless you submit a form.
You can disable cookies in your browser settings, but doing so may affect your experience on the Site.

8. Your Rights and Choices

Depending on your state of residence (for example, under the California Consumer Privacy Act [CCPA]), you may have the right to:

  • Request access to the personal information we hold about you.
  • Request deletion of your information.
  • Request that we not sell or share your information.
  • Receive your data in a portable format.

To exercise these rights, contact us at support@settlewealth.com or call (214) 531-4733.
We will verify your identity before processing your request.

9. Data Security

We use secure servers, encrypted connections (SSL), and industry-standard measures to protect your personal data against unauthorized access, disclosure, or alteration.

While we strive to safeguard all information, no online transmission is entirely secure. You acknowledge that you share information at your own risk.

10. Children’s Privacy

SettleWealth.com is intended for adults 18 years and older.
We do not knowingly collect or store personal information from anyone under 18. If we discover such data has been collected, it will be deleted immediately.

11. Links to Other Websites

Our Site may include links to other websites not operated by Settle.
We are not responsible for the content or privacy practices of those sites. We encourage you to review their privacy policies separately.

12. Updates to This Policy

We may update this Privacy Policy periodically. When we do, we will revise the “Effective Date” at the top of this page.
Significant changes will be clearly posted on the Site. Your continued use of SettleWealth.com after any update means you accept the revised policy.

13. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

Settle Life, Inc.
969 Commerce St
Fort Worth, TX 76102
Phone: (214) 531-4733
Email: support@settlewealth.com

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© 2025 Settle Life, Inc. | All Rights Reserved
Settlewealth.com is a website owned and operated by Settle Life, Inc. (“Settle”), a financial technology and life settlement marketing company based in the United States. Settle is not a licensed life settlement provider, nor a licensed life settlement broker, and does not engage directly in regulated life settlement transactions as a representative of policyholders. Our core function is to serve as a facilitative platform, designed to connect qualified life insurance policy owners with licensed life settlement providers, institutional buyers, and other investment-related entities, some of which may be affiliated with or compensated by Settle. These providers and firms operate independently and are solely responsible for the purchase and servicing of life insurance policies acquired through settlement transactions.

Settle is not acting in a fiduciary capacity, and our role does not include giving financial, legal, tax, or insurance advice. We do not offer or originate bids for policies, nor do we negotiate life settlement contracts on behalf of either sellers or buyers. Rather, Settle’s platform operates as a conduit, streamlining introductions and enabling potential transactions between consenting parties. In instances where a life settlement transaction is successfully completed as a result of a referral, lead, or introduction facilitated by SettleWealth.com, Settle may receive compensation from the licensed provider or other participating entities. The nature and amount of such compensation may vary by transaction and is typically paid from proceeds allocated within the provider’s purchase structure.

In our effort to protect user privacy, the names, images, likenesses, and specific identifying details shown in testimonial examples, case illustrations, or marketing content on SettleWealth.com may be fictionalized or altered. These examples are intended solely to demonstrate potential scenarios for educational purposes and should not be interpreted as promises or guarantees of specific outcomes. All illustrations, data points, and estimates are provided for illustrative and general informational purposes only.

Completion of our Application, or any related intake forms, does not obligate any party to move forward with a transaction. All submissions are voluntary and reviewed for eligibility. Users should exercise discretion and independently verify any figures, assumptions, or conclusions shared by the platform. The Appraisal Analysis produced by Settle is a non-binding assessment designed to assist in initial evaluations only. Settle makes no representations or warranties regarding the completeness, accuracy, timeliness, or usefulness of this analysis, and disclaims all liability for decisions made based on its contents.

We encourage all users to conduct thorough due diligence before pursuing or accepting any life settlement offer. The process may have implications on Medicaid eligibility, estate planning, taxes, and future insurability. It is the responsibility of the user to consult qualified professionals as needed. Settle does not assume any responsibility for individual outcomes or the suitability of life settlements for specific users.

This service is intended for use only by residents of the United States and is void where prohibited by law. Access to or use of the platform in certain jurisdictions may be restricted and is the responsibility of the user to confirm legal compliance.If you are using a screen reader or have difficulty accessing any part of this website, please contact us directly at ‪(214) 531-4733‬ and a representative will assist you.