This form will help you determine whether you, or your client, might be eligible for a life settlement. This is meant to be used as a screening tool only. Insureds whose point total indicates probable acceptance may, in fact, not qualify based on a more in-depth review. All applicants must submit an inquiry, be underwritten, and have their policies and other data analyzed before final acceptance or rejection can be determined.
By completing this form, please note that all insureds/policies must meet the following parameters:
- Minimum age: 65
- Minimum face amount: $250,000
- Insurance company rating: “B+” or better by AM Best (or other agency)
To proceed, please complete the following form. Determine the eligibility for the case by comparing the point total at the bottom with the chart. Then click submit to send this information to our qualified representatives for review.