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What is a Life Settlement?
Why Choose a Life Settlement?
Do I qualify?
Examples
Process
What You Should Know
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Complete an application.

Print out an application packet, containing an application, as well as authorizations to gather the necessary information to get you an offer for your policy. There are two different applications available, one for policies with a face value under $250,000, and one for policies with a face value over $250,000. Upon receipt of your completed application, we'll obtain your medical records and additional pertinent information from your physician(s). We'll also review and verify your insurance information with your insurance company. Once all information has been gathered, we will find the highest dollar amount offer possible for your policy. We will keep you informed of the progress of your application and will be available at any time to answer all questions that you may have during this process. There is never any obligation on your part during the application process. You may cancel at any time without penalty.

Forms for policies with a face value under $250,000
Forms for policies with a face value over $250,000

Forms will open in Adobe Acrobat Reader®. If you do not have Acrobat Reader installed on your computer, you may obtain it for free from Adobe's website by clicking here or on the icon below.


The Settlement Process.
As offers are collected for your policy, your counselor will negotiate on your behalf to ensure that you will make an informed decision. We will advise you of each and every offer we receive on your policy as well as counsel you on your possible options and answer all your questions. Once you've decided to accept an offer, we will facilitate the closing process and keep you updated until you have received your funds. We promise to work on your behalf until the transaction has been closed to your satisfaction. If you are not satisfied, please remember that you are never under any obligation to accept any offer and the entire process is always at no cost to you. You have the right to change your mind for 15 days for absolutely any reason. In order to rescind, the viator must return the entire purchase amount plus any premiums paid to the purchaser.

 

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