YOUR GATEWAY TO SMARTER INSURANCE INSIGHTS AND HIDDEN LIQUIDITY FOR YOUR CLIENTS
We work exclusively with wealth advisors who want to offer their clients deeper insight, stronger financial options, and fully transparent strategies around their life insurance policies.
Prospective Vivant View Users: Thank you for your interest in partnering with Vivant View. Please follow our simple onboarding outlined below or email us at vivantview@vivantgrp.com
Step 1: Become a Registered User
Step 2: Share Policies for Review
As a Vivant View registered user, you'll be able to submit any client life insurance policy you wish to have analyzed. Simply upload the policy or sent it securely via email.
Within 3-5 business days, we will provide:
-
A detailed policy analysis (including structure, performance, and risk points)
-
A loan offer based on the policy's face value
-
A life settlement offer range
Step 3: Review the Options With Your Client
We equip you—the advisor—with clear, client-ready materials to discuss options, strategies, and next steps.
You stay in control. We stay in the background.
Data Privacy is Our Priority
We never share your client’s personal information with any third-party lenders or life settlement providers.
You remain the point of contact and decision-maker. Our role is strictly analytical and support-based.