Life Settlement Process

Life Settlement Process

The Life Settlement Process is not at all complicated.

The following is a typical transaction.

1-The policy owner or their representative request a Life Settlement application from Peachtree Life Settlements by calling , filling out our online quote request form, or by email.

2-The application is completed along with the requested authorizations. The application includes authorizations to collect medical records and up to date information from the applicants insurance carrier about the policy to be sold.

3-Peachtree Life Settlements collects needed information including attending physician statements, insurance policy copies and illustrations, etc. to formulate a viable offer.

4-The offer is given to the policy owner or their representative for acceptence.

5-Once the offer is accepted, contracts and insurance policy change of ownership documents are forwarded to the policy owner or their representative for review and signatures.

6-The signed documents are returned to Peachtree. The documents are then forwarded to the insurance company to record new ownership.

7-Once changes of ownership and beneficiary have been recorded and verified, settlement funds are wire transferred into the account designated by the original policy owner.


At this point you have 15 days to change your mind and cancel the Life Settlement transaction.


The process usally takes anywhere from 4 to 6 weeks to complete, factoring in receipt of documents.

Each situation is unique. Some cases may be able to fund quickly, while others may take a little more time. Rest assured that you will be working with a professional that represents an Institutional Funder, and that all your questions will be answered promptly.

Visit us at Life Settlements, or call us with any questions you may have.