Life settlement enquiries are available only in the United States, in states where permitted. Eligibility and availability depend on state law and the applicable provider’s requirements.
Gather policy basics
Have the policy type, approximate death benefit, ownership and premium information available for a private review.
Review alternatives and implications
Discuss alternatives with independent advisers, including the impact on beneficiaries and potential tax or benefits considerations.
Use the dedicated enquiry
Start with the dedicated policy enquiry. Provide sensitive records only through a secure process agreed with the reviewer.