Free Eligibility Assessment

Do You Qualify for a Life Settlement?

Answer 5 quick questions to find out if your life insurance policy qualifies for a sale — and get a realistic estimate of what you could receive.

Question 1 of 50% complete

How old is the insured?

Life settlements are available to policyholders of any age, but payouts are typically highest for seniors 65 and older.

Complete Life Settlement Eligibility Criteria

Here is a detailed breakdown of every factor that determines whether a life settlement is possible — and how each affects your payout.

Age 65+

The insured must typically be 65 or older. Younger policyholders may qualify with a serious medical condition.

Policy Face Value ≥ $100,000

Most institutional buyers require a minimum death benefit of $100,000. Policies below this threshold are rarely marketable.

Policy In Force 2+ Years

State law typically requires a 2-year contestability period. Policies less than 2 years old cannot be sold in most states.

Qualifying Policy Type

Universal life, whole life, convertible term, and group life policies all qualify. Non-convertible term policies with no cash value rarely qualify unless expiring soon.

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Insured's Health Status

While good health still allows qualification, policies owned by insureds with serious or chronic illness often generate significantly higher offers.

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No Current Beneficiary Contest

The policy must not be subject to an active legal dispute or irrevocable beneficiary arrangement that prohibits sale.

Eligibility FAQs

What is the minimum age to sell a life insurance policy?
Most buyers require the insured to be 65 or older. Policyholders aged 55–64 may qualify if they have a serious or chronic medical condition that reduces life expectancy.
What is the minimum policy face value for a life settlement?
Most institutional buyers require a minimum death benefit of $100,000. Policies under this threshold are rarely marketable on the secondary market.
Can I sell a term life insurance policy?
Convertible term life policies can often be sold. Non-convertible term policies may qualify if they are expiring soon or if the insured has a serious health condition. Contact us for a free evaluation.
Does the insured need to be in poor health?
No. Many healthy seniors aged 70+ successfully sell policies. While a health decline often increases the offer amount, good health alone does not disqualify you.
Can a trust-owned policy be sold?
Yes. Policies owned by a trust (ILIT or other) can be sold, but the trustee must be authorized to conduct the transaction. We work with trust attorneys regularly.

Not Sure? Let Our Team Evaluate Your Policy — Free

Even policies that seem borderline often have real market value. A free, confidential review takes less than 10 minutes and gives you a concrete answer.