Life Settlement Process

Life Settlement Pro is an affiliated life settlement broker for a number of settlement companies who provide access to and obtain bids from funding organizations who are the purchasers of life insurance policies. Most of the purchasers of life insurance policie through Life Settlements are large financial institutions such as large banks and other insurance companies. To find out more information, please call to speak with one of our professionals. 1.888.973.8377

Life Settlement Process Steps

STEP 1
Policy owner or their representative request a Life Settlement application packet by calling Life Settlement Pro at 1.888.973.8377, by email, or our secure online evaluation form.

STEP 2
The application is completed along with the requested authorizations. The application includes authorizations to collect medical records and up to date information from the applicants insurance carrier about the policy to be sold.

STEP 3
Life Settlement Pro and the settlement company collect needed information including attending physician statements, insurance policy copies and illusrations, etc. for review.

STEP 4
The information is submitted to funding organizations to obtain the highest bids possible.

STEP 5
Settlement offers are relayed to the policy owner or their representative for acceptence.

STEP 6
Upon acceptence of an offer, contracts and insurance policy change of ownership documents are forwarded to the policy owner or their representative for review and signatures.

STEP 7
The signed documents are returned to the funding organization. The documents are then forwarded to the insurance company to record the change of ownership.

STEP 8
Upon written verification that changes of ownership and beneficiary have been recorded, settlement funds are wire transferred into the account designated by the policy owner (seller).

At this point you have 15 days to change your mind and cancel the Life Settlement transaction.

The process typically takes 3 to 6 weeks to complete, depending on how long it takes to receive documents such as physician statements.

Throughout the entire process you will be in contact with your dedicated professional, who will be able to answer any questions you have.


Please remember that each situation is looked at individually, the life settlement process may be faster in some situations and slower in others. We however will treat your case with complete confidentiality, service, and professionalism. Life Settlement Pro is here to help you throuhg your life settlement process. Request a free information packet today!

Life Settlement Pro

Life Settlement Pro has over 32 years of Insurance experience. We affliate with the top brokers and providers in the life settlement business. Not only will we work hard to achieve the highest life insurance setttlement amount, we will conduct the settlement with honesty, confidentiality and professionalism.

For the largest life settlements and viatical settlements remember Life Settlement Pro! Don't forget to request a Free Information Packet of our Life Settlement & Viatical Settlement Solutions! Whether you're looking for a life insurance settlement, senior settlement, senior life settlement, or any kind of settlement, Life Settlement Pro has the perfect solution for you.

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