The Life Settlement Process
As a prospective seller of your policy, please note that the process is confidential and all personal and medical information will be kept in the strictness of confidence during and after the process.
Step 1: CONTACT US AND WE WILL HELP YOU GET STARTED Complete questionnaire and authorize release of your medical records and the valuation of the policy.
Step 2: ENSURE YOU GET THE MOST FOR YOUR POLICY
We shop the policy to potential life settlement funders (banks and financial institutions) and forward on the best offers for you to consider.
Step 3: REVIEW AND ACCEPT AN OFFER
Once you’ve reviewed the offers and selected a preferred provider, we will assist you to complete the necessary documents.
- One-on-one meetings
- Over the telephone
- Via e-mail at
Step 4: POLICY TRANSFER AND FUNDS EXCHANGE
We help make the life settlement process easy for you. We arrange for the policy assumption and transfer. Once things are completed, funds are placed in escrow for you to receive.
Step 5: (CASH) FUNDS TO YOU
The transfer is finished and you receive payment. The entire process usually takes 8 weeks.
Our goal is to generate strong competition for your life insurance policy, which is why we submit your policy to multiple life settlement providers.
A Life Settlement is the sale of an existing life insurance policy to a financial institution in exchange of a lump-sum cash payment which is typically significantly higher than the cash surrender value.
Call us at 800-123-4567 or email us at LifeSettlementsHQ.com to learn about how to obtain the maximum possible payout from your life insurance policy today.
