Take this questionnaire to see if a policy qualifies for life settlements.
First Name *
Last Name *
How did you hear about us? LISAWeb Search’m A VIDA InvestorMy AgentOther
Select age range of policyholder: Under 6565–7071–7576–8081–8485+
Select insured’s gender: MaleFemale
Select the smoking status of the policy at issue:: NonsmokerSmoker
Select the medical condition of the insured: Healthy individualHas minor health problemsHealth has changed considerably since policy issueHas serious health concerns
Select the Policy Type Whole LifeTerm LifeUniversal LifeJoint SurvivorshipJoint Survivorship with One Deceased
Face Amount of Policy? $100k–$249k$250k–$499k$500k–$749k$750k–$999kMore than $1,000,000Under $100,000
What state does the policy owner reside in? AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Current Annual Premiums 1.0 – 1.9% of Face2.0 – 2.9% of Face3.0 – 3.9% of Face4.0 – 4.9% of Face5+% of Face
Current cash surrender value of the policy? 0 – 9% of Face10 – 19% of Face20 – 30% of Face30%+ of Face
Are there any outstanding loans on the policy? 0 – 9% of Face10 – 19% of Face20 – 30% of Face30%+ of Face
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