Life Settlement Survey Question Title * 1. Are you 65 years of age or older? Yes No Question Title * 2. Do you have a life insurance policy with a face amount of at least $100,000? Yes No Question Title * 3. Do you have a life expectancy of up to 20 years? Yes No 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 No 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 No Question Title * 9. Please provide your name. Question Title * 10. Please provide your email address. Question Title * 11. Please provide your telephone number. Question Title * 12. Please provide your address. Done
