Life Settlement Home How To Begin Process

What is the Process?

Brief Call or Email:
The process begins with a short call or email to help us determine which secondary life insurance market product best fits your needs.

Application:
If suitable, a simple application, medical and insurance release, or an insurance application, are filled out and sent to us for evaluation.

Underwriting:
The policy is underwritten for pricing (a process that can take about 45 days).

Evaluation:
We utilize our proprietary evaluation model.

Offer:
Once our evaluation is complete, we present to you various options that meet you or your client’s needs.

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