Agents & Advisors

Getting Started

If you are interested in pursuing a Life Settlement along with your client it is important to provide us with as much information as possible to determine if your client would be a good candidate for a life settlement. To start the formal application process, please complete the appropriate life settlement application below. To pre-qualify a policy please complete our questionnaires and worksheets.

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Applications

• Life Settlement Application
• Small Policy Application

Forms

• Life Settlement Questionnaire
• Policy Qualifying Worksheet
• Policy Health Questionnaire
• Multiple Case Evaluation Form