Life Settlement/Mortgage Protection
Life Settlement
Many people do not realize there are options that can assist you in your most challenging and concerning times in life.
A life settlement can be a way to get cash for a life insurance policy you no longer need or can no longer afford. For many older adults there are instant options to pay for health care costs or long-term care in retirement, or other needs. Yes, this is a much-needed lifeline.
Mortgage Protection
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Items We Require for Expedited File Review
Forms Accompanying This Checklist, Properly Completed and Signed by Each Owner & Each Insured • By each owner of the subject life insurance policy (the “Policy”): (1) Consumer Notice Form, (2) Consumer Data Form, and (3) Consumer Authorization Form
• By each person the Policy insures (each, an “Insured”): (1) Insured Data Form and (2) Insured Authorization Form Color Copy of Policyowner
Photo Identification A color copy of valid, current government-issued photo identification of each policyowner (each, a “Policyowner”) Color Copy of Insured
Photo Identification A color copy of valid, current government-issued photo identification of each Insured Copy of the Policy
If a copy of the Policy is not immediately available, please forward a copy to us as soon as possible Copy of Most Recent Annual Statement and/or Bill Copy of Policyowner Documentation (if Trust / Corporate / Entity Owned) Copies of all applicable documentation if Policy is owned in whole or in part by a non-natural person (i.e., Trust Agreement if Policy is trust-owned, Corporate Resolution if Policy is corporate-owned, etc.)
Copy of Power of Attorney (POA) Documentation (if applicable) Copy of any power of attorney if any signatory is an attorney-in-fact acting pursuant to such power
Protection
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