- New York Life Settlement Application – personal, life insurance, medical, and policy info.
- HIPAA Authorization
- Life Insurance Policy Information Release
- Medical Records/APS – The insured(s) complete medical records fromt he past five (5) years.
- In-Force Illustration – obtained from the issuing insurance company
Once the policy has been received with all of the required information, the life settlement process continues as follows:
- Policy Verification
- Purchase Procedure