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Life Settlement Qualifier
Complete this simple pre-qualification form (to the best of your ability), to ascertain the probability of obtaining a Life Settlement.
Life Settlement Potential
What is the insured age?
Less than 65 yrs. of age
Between the ages of 76-80
Between the ages of 65-69
Between the ages of 81-85
Between the ages of 70-75
Older than 86
What is the insured's gender?
Male
Female
If the insured was to purchase new coverage today, what rating would they receive?
No Discernable Health Concerns
Serious Health Concerns
Healthy Senior
Very Serious Health Concerns
Minor Health Concerns
What type of policy is it?
Whole Life
Term Life
Variable Life
Survivorship (both living)
Universal Life
Survivorship (1 deceased)
Does the policy have a loan?
Yes
No
What is the Cash Surrender Value (as a percentage of coverage)?
26% or more
10-14%
20-25%
9% or less
15-19%
*
Calculator
What is the premium to face ratio of the policy? i.e 30k premium on a 1mm policy is 3%
5% or more
2-3%
3-4%
1-2%
*
Calculator
Please complete calculator to yield a score.
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