Life Settlements - Advanced Settlements, Inc. – Leaders in the Life Settlement Industry

Life Settlement Applications & Forms

Applications & Forms requirements for life and viatical settlements vary from state to state depending on the applicable laws and regulations in a given state. Life and viatical settlements are generally determined based on the state where the policy owner resides. Advanced Settlements, Inc. (or its principals) is an authorized broker or producer in all states and territories where life settlements are regulated, except Alaska, Montana, New Hampshire, Puerto Rico, Vermont and Wisconsin. You can access our applications & forms through our Learning Center. Click here to register now!

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© 2001-2011 Advanced Settlements, Inc. All Rights Reserved.
This website is intended for insurance and financial professionals only, and not for use for the general public. Life Settlement amounts are based on numerous factors. Actual results will vary. According to our internal statistics, the average purchase price obtained by viators through Advanced Settlements, Inc. (from January 1, - November 30, 2011) is on average approximately thirteen percent of the face amount of a qualified life insurance policy. Some or all of the proceeds of a life settlement may be taxable under federal or state income tax laws. Advice from a professional tax advisor is recommended. Advanced Settlements does not give legal advice and clients should consult with a legal advisor prior to entering into a life settlement. The number of bidders for a policy may be limited; proceeds from sales of similar policies may vary and may be subject to claims of creditors. Receipt of proceeds may impact eligibility for government benefits and entitlements. Prior to sale, the insured should consider the continued need for coverage, impact to estate plans, availability of insurance, cost of comparable coverage or tax implications. Advanced Settlements, Inc. is a subsidiary of National Financial Partners Corp (NFP). National Financial Partners Corp. and its subsidiaries do not give tax or legal advice. Advanced Settlements, Inc. (or its principals) is an authorized broker or producer in all states and territories where life settlements are regulated, except Alaska, Montana, New Hampshire, Puerto Rico and Vermont. Location and mailing address: Advanced Settlements, Inc., 2101 Park Center Drive, Suite 220, Orlando, Florida 32835. phone: 1-800-561-4148. Advanced Settlements, Inc's web site is currently not approved in the states of Idaho, Iowa, Louisiana, Oklahoma and Texas. Therefore, until such approval is granted, the information contained herein is not intended for those states' consumers.