Life Settlement Survey

Question Title

* 1. Are you 65 years of age or older?

Yes

Question Title

* 2. Do you have a life insurance policy with a face amount of at least $100,000?

Yes

Question Title

* 3. Do you have a life expectancy of up to 20 years?

Yes

Question Title

* 4. Which of the following scenarios apply to you? Select all that apply.

I have outlived the need for the policy

There has been a change to my overall financial plan

The end of the term conversion period is approaching

There has been an increase in premiums due to a rising cost of insurance

A business partnership has dissolved

A key employee has retired and the coverage is no longer needed

“Vanishing” premiums have not vanished

I want to move the policy’s market value into another asset

I want to buy a more efficient insurance policy

There has been a reduction in the value of my estate or business

I am retiring or selling my business

There has been a change in my marital status

Question Title

* 5. Please describe any other reasons why your life insurance policy no longer meets your needs.

Question Title

* 6. Do you currently have any other life insurance policies?

Yes

Question Title

* 7. If you answered 'Yes' to the previous question, please provide details about your other life insurance policies.

Question Title

* 8. Would you be interested in exploring options for a life settlement?

Yes

Question Title

* 9. Please provide your name.

First name

Last name

Question Title

* 10. Please provide your email address.

Email address

Question Title

* 11. Please provide your telephone number.

Country Code

Phone number

Ext.

Question Title

* 12. Please provide your address.

Street address

City

State

Country