How to submit a case

Download our brochure and questionnaire. In addition, we will need the following information to begin working on your 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)

Download Brochure

Download Questionnaire

You can email the requested information to:

Fax the requested information: 317-842-6760

Mail the requested information to: Life Settlement Advisors, LLC (New Case Submission) 1950 E Greyhound Pass, STE 18-339, Carmel, IN 46033-7730

Thank you for the opportunity.

I look forward to working with you.

Leo LaGrotte