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(650) 591-6100
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To evaluate your Life Settlement probability on policies of $250,000 or more, please complete the form below and click Submit
Client age and sex:
Male age 74 or less / Female age 77 or less
Male age 75 - 78 / Female age 78 - 81
Male age 79 - 83 / Female age 82 - 86
Male age 84+ / Female age 87+
Medical Condition:
Healthy Senior
Has a minor health problem
Health has changed considerably since policy issued
Client has developed a terminal illness
Policy Type:
Joint Survivorship or Whole Life
Term Life
Universal Life
Joint Survivorship with one deceased
Current cash surrender value of the policy as a percentage of the death benefit:
30%+
20% - 30%
10% - 20%
0% - 10%
Outstanding loans as a percentage of the death benefit:
30%+
20% - 30%
10% - 20%
0% - 10%
Current premiums as a percentage of the death benefit:
4%+
3% - 4%
2% - 3%
1% - 2%
*
Policy Amount:
*
First Name:
*
Last Name:
*
Phone Number:
*
Email:
*
required fields
