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APPLICATION PROCESS

The application process usually takes four to six weeks from application through the payment of funds. We do not require any invasive interviews or physical examinations. We only ask that you complete our confidential application. The application process includes the application stage, the underwriting stage and the offer stage.

We make certain that this process is simple and noninvasive. We ensure that the application form itself is simple and easy-to-understand, and we will never compromise the confidential nature of an applicants’ personal information and records. We are proud of our personalized, caring service and offer a dedicated team of allsettled staff members for each applicant.

Producer Appointment Form
 This is our Producers Profile Form that can be filled out and submitted through the Internet via e-mail. If you wish to fax us or send us this form by mail.

Producer Profile Form       Producer Profile Print Out Form

Preliminary Summary
 FAX the Pre-qualification form to allsettled prior to submitting an application. If you have a case that fits the profile of a Life Settlement.

Pre-Qualificatin Form       Pre-Qualificatin Print Out Form

Life Settlement Application
 This application can be used for senior settlement transactions in most states other than Texas and Connecticut. Please contact allsettled for the correct, state-approved application for life settlement transactions in Texas or Connecticut. Not available in all states.

Life Settlement application Form       Life Settlement application Print Out Form

HIPAA – Compliant PHI Release Form
 In accordance with new HIPAA Regulations, we need an Authorization for Disclosure of Protected Health Information. In addition to the application, please have the insured (s) fill out this printable form.

Life Settlement application Print Out Form
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 allsettled utilizes our Policygain system to estimate the value of Life Insurance Policies for Life Settlements.
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Have a prospect for a Life Settlement. You should submit a simple case inquiry form first.
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 An innovative way for you to discover how to bring a new source of revenue to you and your client at the same time.

allsettled's advisors receive a competitive referral compensation package, Let us help you.
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