Applying for Life Settlements

Here you will find everything you need to begin evaluating your life insurance policy and its potential in the life settlement or viatical settlement market. Complete our Qualification Calculator, download applications and information sheets, and find resources for financial advisors.

For a step-by-step walkthrough of our process, visit How Does it Work?

 

 

For Seniors

1. Qualification Calculator – Tell us a little about your age, health, and life insurance policy using this anonymous calculator. Simply tally your score and this will tell you how good of a fit your policy is for the life settlement market.

2. Life Settlement Application – After completing the Qualification Calculator, fill out this detailed application to give us all the information we need to evaluate and qualify your policy. This application must be completed by the policy owner, and requires a copy of the life insurance policy.

 

Seniors

Download our Brochure: “Unlock A Hidden Asset”

Did you know you can sell all or a portion of your life insurance policy for an amount greater than the cash surrender value? Click the download button below and get immediate access to this valuable information.

Download Now

Qualification Calculator

Tell us a little about your clients’s age, health, and life insurance policy using this anonymous calculator. Simply tally your score and this will tell you how good of a fit your client’s policy is for the life settlement or viatical settlement market. (If you need a physical copy of the calculator you can download our Life Settlement Qualifier Sheet.)

Read Now

Life Settlement Questionnaire

After completing the Qualification Calculator, fill out this detailed application to give us all the information we need to evaluate and qualify your policy. This application must be completed by the policy owner, and requires a copy of the life insurance policy. To learn more click the button below.

Read Now

Term Life Settlements

Term life insurance policies fulfill an obvious need in the market, helping people with a specific need for life insurance for a set amount of time. They’re a great “just-in-case” option, and one that the policyholder doesn’t need to continue paying for after the need is no longer there.

 

 

Read Now

Can you sell a portion of your life insurance policy? (Video)

For many who choose to opt for a life settlement or viatical settlement, selling the entire policy makes sense. When your client simply doesn’t have a need for the policy anymore, or it just doesn’t make sense to keep paying the premium, a life settlement is the perfect option. But what about someone who wants to retain part of their policy?

View Video