	Toll Free
	(877)591-6102
	info@ptfin.com

OTHER FINANCIAL SERVICES |

ATTORNEYS & FINANCIAL PROFESSIONALS |

GET CASH NOW |

BLOG |

ABOUT US |

Get Maximum Value. . .

. . . For Unwanted Life Insurance.

Request A Quote

Sell Your Structured Settlement

Lawsuit Funding

Senior Life Settlements

Our Process

FAQs

Case Studies

Resources

Professional's Partner

Home Page

Attorneys & Financial Professionals
	Work With P & T Financial To Enhance Your Practice.
	Learn More…

Senior Life Settlement: Qualifying Worksheet

If you complete the form below and submit it to P & T Financial, our team will provide you an assessment of the value of your life insurance policy in the secondary market. There is no obligation on your part upon submitting this form and all information is kept strictly confidential. Once you submit the form, our team will contact you promptly with the information requested.

* Required

Title

First Name *

Last Name *

Email Address *

Home Phone Number *

Enter Word Verification in box below *
Captcha Image

Client Age & Sex *
Male age 74 or less/Female age 77 or less
Male age 75-78/Female age 78-81
Male age 79-83/Female age 82-86
Male age 84+/Female age 87+

Medical Condition *
Healthy Senior
Has a minor health problem
Health has changed considerably since policy was issued
Client has developed a terminal illness

Policy Type *
Joint Survivorship or Whole Life
Term Life
Universal Life
Joint Survivorship with one deceased

Current Cash Surrender Value Of The Policy As A % Of The Death Benefit *
30%+
20-30%
10-20%
0%-10%

Outstanding Loans As A % Of The Death Benefit *
4%+
3%-4%
2%-3%
1%-2%
0%

Policy Amount: *

P & T Financial has expertise in senior life settlements in California, including San Diego, Irvine, Santa Ana, Long Beach, Riverside, Los Angeles, Santa Barbara,Bakersfield, Fresno, Modesto, Sacramento, Stockton, San Francisco, San Jose, Oakland and Redding geographic markets.

Copyright 2009 P &T Financial Serving California residents, including San Diego, Los Angeles, Santa Barbara, Sacramento, San Jose, San Francisco, Oakland, Fresno, Bakersfield, Riverside, Modesto & Redding