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Form1
*Required Fields
*Your Name
Your Email
*Phone Number
Best time to call
Morning
Afternoon
Evening
About the Policy
*Insured’s Name
*Insured’s current Age
Second Insured’s current Age (if applicable)
Insured’s Gender
Male
Female
Second Insured’s Gender (if applicable)
Male
Female
*Insured’s Current Health
Exceptional health for age
Normal health for age
Below average health with minor conditions
Poor health with serious conditions
Terminal illness
I don’t know
Second Insured’s Current Health
Exceptional health for age
Normal health for age
Below average health with minor conditions
Poor health with serious conditions
Terminal illness
I don’t know
*Policy Owner’s State of Residence
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
*Policy is a
Whole Life
Universal Life
Variable Universal Life
Term Life
Second To Die
I’m Not Sure
*Policy Death Benefit
*My Premiums are
*Premium Term
Monthly
Quarterly
Annual
Semi-Annual
*I have taken loans out against the policy
Yes
No
#Form 2
Who are you?
CPA
Insurance Agent
Broker-Dealer
Caregiver
Attorney
Financial Advisor
BGA
MGA
IMO
Other
Name (first and last)
Company Name
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Phone
Email
Preferred contact method
Phone Call Morning
Phone Call Afternoon
Phone Call Evening
Email
Life settlement experience
No Experience
Some Experience
Very Experienced
Have A Case Ready?
Yes - Let’s get started
Possibly – Let’s discuss
Not at the moment
Do I Qualify?