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Life Insurance Settlements...
An Untapped Money Source
for Many Seniors
Life insurance settlements involve a process of eight easy steps for professional advisers and senior policy owners, alike.
Step One
We collect the necessary application, information, and signatures from the policy owner and/or adviser.
Step Two
Existing insurance and medical information is reviewed. No medical exam is necessary.
Step Three
Life expectancy calculations are provided by third-party experts.
Step Four:
Multiple pricing models are utilized and the case is forwarded to third-party underwriters in the secondary market.
Step Five:
Multiple free market funding sources are leveraged, and the highest possible settlement offer is negotiated on behalf of the client. Note: the offer is non-binding, meaning the policy owner is not obligated in any way.
Step Six:
Once the offer is accepted, contracts and closing documents are sent to the adviser and/or seller for completion
Step Seven:
Policy ownership transfers to the funder.
Step Eight:
Funds are released to the seller from the escrow account.
Throughout this 12-week timeline, you are kept abreast of updates and progress along each step from application, information analysis, policy shopping, offer acceptance, and closing.
Seniors - Don't Let an Unwanted or Unneeded Life Insurance Policy Lapse
Your Policy May Be Worth Thousands
Receive a Cash Payout Now!
Click anywhere in this
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See if you qualify
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