pp7dc9937f.jpg
Home Page
Corporate Inquires
ppbc4479ed.jpg
Right for your employees. Right for you.
ppb966234d.jpg
pp69149c61.jpg
866-423-9877
pp57a36faa.jpg
ANSWERS, EXPERTISE,SOLUTIONS
pp890825d9.jpg
Using Life Insurance
To Pay For Care
pp991b76f9.jpg
ppc45e0bcc.jpg
QUALIFYING WORKSHEET
This form is intended as a tool to quickly assess whether a life settlement is a viable option for a
prospective candidate. Please contact your advisor prior to submission or declination of any prospective cases.

PART ONE - THE CLIENT
q
1-point Male aged 74 or less or female aged 77 or less
q
2-point Male Aged 75 to 78 or female aged 78 to 81
q
3-points Male aged 79 to 83 or female aged 82 to 86
q
4-points Male older than 84 or female older than 87

q
1-point In good health
q
2-points Minor health problems
q
3-points Significant health problems
q
4-points Has a terminal or catastrophic illness
q
If the total score exceeds three points please continue to Part Two

PART TWO - THE POLICY
q
1-point Whole life
q
2-point Variable
q
3-points Term or Joint Survivorship
q
4-points Universal or Joint Survivorship with one deceased

q
1-point Cash value exceeds 30% of death benefit
q
2-point Cash value 20-29% of death benefit
q
3-points Cash value 10-19% of death benefit
q
4-points Cash value less than 10% of death benefit

q
1-point Loan value exceeds 30% of death benefit
q
2-point Loan value 20-29% of death benefit
q
3-points Loan value 10-19% of death benefit
q
4-points Loan value less than 10% of death benefit

q
1-point Premiums exceed 4% of death benefit annually
q
2-point Premiums between 3% and 4% of death benefit annually
q
3-points Premiums between 2% and 3% of death benefit annually
q
4-points Premiums less than 2% of the death benefit annually

Total Score: _____________________

<10 points: Requires a score of 5 or greater in Part one to qualify

<10 or 13 points: Is a good candidate - please call 866-423-9877 to discuss further

14 points or greater: Call 866-423-9877