How to submit a case
- Copy of the entire policy
- Most recent annual statement
- Current illustration showing minimum premium to maturity (if a convertible term policy, we will need a conversion illustration)
- Completed questionnaire
- Copy of trust (if trust-owned)
You can email the requested information to: firstname.lastname@example.org
Fax the requested information: 317-842-6760
Mail the requested information to: Life Settlement Advisors, LLC (New Case Submission) 4630 Lisborn Drive Carmel, IN 46033
Thank you for the opportunity.
I look forward to working with you.