Qualify Your Policy

Please complete the below information.  Once we receive it, our professionals analyze it and quickly determine if a Life Settlement is a strong option for the client in question.  Our team will respond with next steps within 24 hours of submission.

The Life Settlement Qualifier is a simple tool intended to quickly determine the validity of a Life Settlement with some simple case information. If you receive a Likely rating, in step 2, you can estimate pricing with our Advanced Valuator.

CLIENT INFORMATION

    Gender
    MaleFemale

    Age

    Health Status

    Smoker
    yesno

    Has Client completed a life expectancy
    yesno

    Please Describe Any Serious Health Conditions

    LIFE INSURANCE POLICY INFORMATION

    Insurance Carrier

    Policy Type

    Policy Face Amount

    Annual Premium

    Cash Surrender Value

    Outstanding Policy Loans

    ABOUT THE ADVISOR

    Advisor's First Name

    Advisor's Last Name

    Advisor's E-Mail

    Advisor's Phone Number

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