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Montage Financial Group, Inc

29222 Rancho Viejo Rd Ste 202
San Juan Capistrano, California 92675

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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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Evaluating Life Settlement Providers

Evaluating life settlement companies can be a difficult and confusing process. The process of selling an unwanted or unneeded policy is regulated in most states…

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Explaining Life Settlements - What Policyholders Need to Know

Do you have a life insurance policy that you’re about to let lapse? Are you 65 years or older? 

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5 Tips for a Successful Life Settlement Negotiation

There are a lot of factors that go into determining the value of a life settlement. However, none are as important as your ability to…

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LISA Endorses H.R. 5958, the “Senior Health Planning Account Act”

The Life Insurance Settlement Association (LISA) today endorsed H.R. 5958, the “Senior Health Planning Account Act”, introduced by Rep. Brian Higgins (D-NY) and Rep. Gregory…

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