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

Enter the characters below:
captcha