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Montage Financial Group, Inc

29222 Rancho Viejo Rd Ste 202
San Juan Capistrano, California 92675
(949) 537-2225
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What We Do

Montage Financial Group is a Life Settlement Provider offering an innovative, proven financial toolset to accredited and institutional investors. We are experienced in selecting the most favorable policies by analyzing actuarial assumptions and examining medical histories and risk management data. All services by Montage Financial Group are provided using the highest business standards. We are committed to consumer and investor privacy. Our goal is to make every Life Settlement transaction a positive experience for everyone involved. Montage Financial Group does not give financial or legal advice. We recommend all policy holders and investors consult with trusted advisors before entering into a Life Settlement transaction.

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Latest Blogs


Consumers were paid over $750 Million by LISA Members for the sale of their unwanted life insurance policies

On May 3, the Life Insurance Settlement Association (LISA) released findings from its 2021 Annual Market Data Collection Survey. The data collected represents summary closing…

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The Evolution of Regulations that have Benefited the Consumer

The life settlement industry was born in 1911 when Supreme Court Justice Oliver Wendell Holmes Jr. and his fellow justices ruled that life insurance is…

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Combating Inflation with Life Settlement Earnings

Everything is getting more expensive these days. Gas prices are higher, food prices are higher, used car prices are higher—it seems like nothing right now…

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How Did Insurance Policy Owners Earn $848 Million in 2020?

It’s true—according to “The Life Settlements Report” released by The Deal, 3,241 people sold their life insurance policies in 2020 for a combined total of…

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