How to Determine which Secondary Life Insurance Market Product Best Fits Your Needs
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 is highly dependent upon the medical practitioners of the insured).
Evaluation:
We utilize our proprietary evaluation model.
Offer:
Once our evaluation is complete, we present to your various options that meet you or your client’s needs.