Life Settlement Medical & Policy Questionnaire
This questionnaire collects the policy and health information typically needed to begin a life settlement evaluation, in one organized form, so the first review can start as soon as sufficient initial information is received.
Who it's for
Financial advisors, insurance agents, and case managers preparing a client's policy for a confidential evaluation by Accelerated Life Solutions.
Inputs it uses
- Policy owner, insured, and carrier details
- Policy type, face amount, and premiums
- General health history and current conditions
- Daily living activities and care needs
What you get
A completed, organized summary that can be submitted for review. Information is handled confidentially. Submitting the questionnaire does not guarantee that a policy qualifies; eligibility depends on policy characteristics, insured health, premiums, underwriting, and market conditions.
This tool is available to financial professionals with an access code. Outputs are illustrative estimates, not offers or appraisals. See all advisor tools.
Request accessAdmin Access Required
This tool is restricted to authorized administrators. Enter the admin code to continue.