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Step 1
- Basic Information
Your name and contact information
Your First and Last Name*
Email Address*
Phone Number*
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Step 2
- Additional Details
Additional details about you and your policy
Age of Insured
Policy Type
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Term Life
Whole Life
Universal Life
Variable Life
Variable Universal
Indexed Universal Life
Survivorship (Second-to-Die)
How long has the policy been in enforced?
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1-5 years
5-10 years
10-15 years
15-20 years
Over 20 years
Your Health Status
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Healthy
Moderate Health Issues
Severe Health Issues
Terminal
Policy Face Amount
Annual Premium
Reason for selling?
No longer needs/wants the policy
Change in health or financial circumstances
Estate planning and legacy goals
Other
Contact Agreement
Your well-being front and center.
The decision to sell a life insurance policy is a complex one and should be based on a variety of factors, including personal circumstances and financial goals. It is important to consult with a financial advisor, tax professional, and/or legal counsel before making any decisions regarding the sale of a life insurance policy.
By checking the box below, you grant the permission to contact you regarding life settlement services and solutions, ensuring we can provide you with the best possible assistance for your life settlement needs.
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