Your Source for Senior Cash Flow Challenges

Greenwell Capital, LLC
TOLL FREE:  866-892-7440
info@GreenwellCapital.com

LIFE SETTLEMENT

QUALIFYING WORKSHEET

This form is intended as a tool to quickly access whether a Life Settlement is a viable option for a prospective candidate. Please contact me for more information or to do a 3-way call with your client.

PART ONE--THE CLIENT

____ 1-point Male aged 74 or less or Female aged 77 or less

____ 2-points Male aged 75 to 78 or Female aged 78 to 81

____ 3-points Male aged 79 to 83 or Female aged 82 to 86

____ 4-points Male older than 84 or Female older than 87

____ 1-point In good health

____ 2-points Minor Health Problems

____ 3-points Significant health problems

____ 4-points Person of any age who has a terminal or catastrophic illness

PART TWO-THE POLICY

____ 1-point Whole Life

____ 2-points Variable

____ 3-points Term or Joint Survivorship

____ 4-points Universal or Joint Survivorship with one deceased

____ 1-point Cash value exceeds 30% of death benefit

____ 2-points Cash value 20-29% of death benefit

____ 3-points Cash value 10-19% of death benefit

____ 4-points Cash value less than 10% of death benefit

If there are any loans against the policy……..

____ 1-point Loan value exceeds 30% of death benefit

____ 2-points Loan value 20-29% of death benefit

____ 3-points Loan value 10-19% of death benefit

____ 4-points Loan value less than 10% of death benefit

____ 1-point Premiums exceed 4% of death benefit annually

____ 2-points Premiums between 3%-4% of death benefit annually

____ 3-points Premiums between 2%-3% of death benefit annually

____ 4-points Premiums less than 2% of the death benefit annually

____ TOTAL SCORE

Less than 10 points: Not a suitable candidate

10-13 Points: Is a good candidate—please call to discuss further

14 points or greater: Have the client complete the application


ONCE YOU DETERMINE THAT YOU OR YOUR CLIENT IS A GOOD CANDIDATE,
CALL OR EMAIL US AND WE WILL BEGIN THE NO-COST, NO-OBLIGATION APPLICATION PROCESS FOR YOU TO DETERMINE THE WORTH OF THIS LIFE INSURANCE POLICY ON THE SECONDARY MARKET.


TOLL FREE:  866-892-7440

EMAIL:  info@GreenwellCapital.com