It's your money. Why not use it?
At PolicyOptions, our goal is to make your life settlement transaction hassle and worry-free. We’re thorough in our methods and use a streamlined process that will not prove time consuming on your end. At every step, we communicate what is taking place, provide any necessary feedback or advice and encourage your input. We feel confident that you will find working with us to be a pleasant experience.
The following is how a typical life settlement unfolds:
1. CONTACT POLICYOPTIONS
We will explain the process, determine if you qualify and discuss the amount you can expect to receive for your policy.
2. GETTING THE MOST FOR YOUR POLICY
After you qualify, we take your policy to multiple licensed life settlement providers (buyers). We maintain strong relationships with a network of licensed buyers who purchase insurance policies.
3. YOUR REVIEW
Once we have an offer, you review the offer and accept if it is to your liking.
4. POLICY TRANSFER
We help you complete documents to facilitate the policy transfer.
5. TRANSFER OF FUNDS
The buyer puts money in escrow and submits forms to your insurance carrier to assume policy ownership.
6. PAYMENT TO YOU
Your documents are verified and you receive payment. The entire process usually can be completed in several weeks.
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