application stage underwriting stage offer stage requirements checklist There will be no better time to start than the present... Start earning now Step 1. Submit a Producers Profile Form. Before we can accept any case inquiries or applications from you or your company you must first fill out the Producers Profile Form and submit it to allsettled Group. This service is not available in all states. You may submit the PRODUCER APPOINTMENT FORM ONLINE through the Internet via E-mail or you can PRINT PRODUCER APPOINTMENT FORM, fill it out and mail it back to us. Step 2. Fill out a Case Inquiry Form. After you meet a prospect for a Life Settlement you should submit a simple case inquiry form first. After allsettled Group has reviewed the preliminary information on the insured and the policy, a representative will contact you. At this time you will be informed if you should proceed with a complete application. An allsettled representative will be assigned to you and will be available to answer any questions you or your client might have. Step 3. Application Process. Necessary Documents for Transactions with allsettled Group, Inc. Enclosed are the documents you will need to complete a life settlement transaction with allsettled: Funding Parameters When evaluating your client’s policy please review Funding Parameters for Life Settlements. Preliminary Summary FAX the Pre-qualification form to allsettled prior to submitting an application. Senior Settlement Application This application can be used for senior settlement transactions in most states other than Texas or Connecticut. Please contact allsettled for the correct, state-approved application for life settlement transactions in Texas or Connecticut. Producer/Broker Document Return Checklist Refer to this checklist before sending an application to allsettled to ensure the submission of a complete file. Welcome to the allsettled Group Team!

Policygain allsettled utilizes our Policygain system to estimate the value of Life Insurance Policies for Life Settlements. Learn more... Have a prospect for a Life Settlement. You should submit a simple case inquiry form first. Join allsettled's Advisory Network 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. Learn more... Stay Connected... Sign up for allsettled's informative newsletter. name: email:

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