Applications & Forms 

Settlement Applications

Request for Quotation – Once an advisor qualifies a case and generates interest with the policy owner, this form provides LSInsights with the information and authorization to seek formal offers from buyers.

Texas Request for Quotation
Texas Disclosure Form
Kentucky Disclosure Form

Download Life Settlement Tools

Pre-Qualifying Worksheet – This worksheet provides a quick and qualitative method for determining if buyers will consider a policy for settlement

Insurance Valuation Request – When this worksheet is completed for qualified cases, it enables your advisors to receive an estimated secondary market value for a policy within 24 hours. If the case appears marketable, they will also be provided an Insurance Valuation Report for client presentation.

Working with LSI

Broker Application – If your firm is interested in our turn-key settlement solutions, we request that you complete this confidential profile of your firm and confidentiality agreement prior to our formal proposal and site visit.

Producer Agreement – This agreement allows you to conduct life settlement transactions with LSInsights.