BETTER OUTCOMES START WITH BETTER INSIGHTS

At Vivant View, we specialize in providing wealth advisors with comprehensive, expert-level analysis of life insurance policies—so you can offer more value, more options, and more impact to your clients.

WHAT WE PROVIDE FOR EACH POLICY WE REVIEW

In-Depth Policy Analysis

We take complex life insurance contracts and turn them into clear, actionable insights. You’ll receive a detailed breakdown of policy mechanics, hidden risks, underperformance, and opportunities—delivered in plain language your clients can understand.

Loan Offer Based on Face-Value

We are the only company to provide clients with loans based off the face-value of their life insurance policy. Every Vivant View Analysis for a client aged 65 and older comes with a loan estimate based off the face value of your client's policy. These loans are an excellent way for seniors to turn their life insurance policy into an asset that they can use to tackle life's unplanned expenses - the leading cause of life insurance policy lapses.

The entire loan is paid back from the life insurance policy at a low, simple interest rate. Clients that take a loan have no out-of-pocket payments.

Nearly 60% of seniors have permanent - Whole or Universal - life insurance, but over 88% of people lapse or surrender their policy before ever seeing an economic benefit. This results in over $115 billion being surrendered back to insurance carriers each year by Americans age 65 and older. We are here to change that. The loans we source empower clients to take full advantage of their asset.

Life Settlement Opportunities

For clients looking to exit a policy, we provide vetted, high-value life settlement estimate. Every Vivant View Analysis comes with a life settlement range that your client might be eligible for.

WHY ADVISORS CHOOSE US

White-Glove Service

Every policy is reviewed by real experts ensuring accuracy, depth, and real-world insight. We return a detailed report for you to present to your client within 48 hours.

No Obligations, Just Expert Analysis

We analyze. You advise. Your client decides. Simple, transparent, and advisor-friendly.

No pressure. Just expert analysis, actionable insight, and hidden value brought to light for you and your clients.

Together, let's unlock new opportunities for your clients.

Built for Fiduciaries

We exist to make you look good. Our reports help you strengthen your client relationships by surfacing strategies and options they’ve likely never seen.