Useful forms and educational materials to download:

Format	Life Settlement Resource	Audience
Application	Broker Application Peachtree Life Settlement Broker Application	Broker
Application	Life Settlement Application Policy Owner Application Including Medical Release Form	Policy Owner
Medical Release	Medical Release Form Authorization for Release and Use of Medical and/or Insurance Information	Insured
Form	Health Insurance Disclosure Form Authorization for Disclosure of Protected Health Information	Insured
Marketing	Presentation Peachtree Life Settlements Powerpoint Presentation	Brokers/ Agents
Marketing	Working Directly with Brokers Why Should a Policy Owner Work with a Broker on a Life Settlement Transaction	Policy Owner
Marketing	Our Pricing Pricing Life Settlements & Peachtree’s Comparative Pricing Model	Brokers/ Agents
Marketing	Our Process The Life Settlement Transaction Process	Brokers/ Agents
Marketing	What are Life Settlements? Life Settlement Explanation	Brokers/ Agents/ Policy Owners
Marketing	Why Peachtree Choose Peachtree for Superior Pricing and Customer Service	Brokers/ Agents/ Policy Owners
Marketing	Discovering Hidden Assets with Life Settlements Life Insurance, an often overlooked asset, can provide you with liquidity and funds	Policy Owners
Marketing	Creating New Revenue for Your Agency How to build and grow your business with Peachtree Life Settlements	Agents
Information	Peachtree Map The States that Peachtree Does Life Settlement Transactions.	Brokers/ Agents/ Policy Owners

Not for use or download for use in Oklahoma

Life Settlements have now gained acceptance in both the financial and insurance communities, as well as the legal and accounting fields.Your clients are seeking alternatives to maximize their underutilized assets.You, as the fiduciary, owe it to your client to explore all alternatives, rather than allowing the coverage to lapse or surrendering the policy for the cash surrender value. Many transactions actually bring 500% of the cash value or more. In the past, policy owners had two basic choices; let the policy lapse or surrender the policy for the cash surrender value. Now you have a third choice: the sale of the policy into the secondary market to the highest bidder.

How to proceed

After a complete financial review, determine if your client has the correct life insurance coverage to fit their current financial situation. A life settlement transaction may make perfect sense if your client has coverage they no longer wish to, or cannot retain.

If you determine a life settlement may work for you, take a moment to fill out our discrete analysis form to see if your client possibly qualifies for this type of transaction.

Individual and Family Applications

• Fund a new life insurance product that better suits your client's needs

• Purchase long term care insurance

• Generate funds for charitable giving

• Turn an expensive asset into liquid funds

• Gift to a family member

• Retire other debt

• Generate liquidity to invest elsewhere

• Purchase a joint survivorship policy

Business Applications

• Eliminate company debt

• Buy/Sell agreement no longer needed

• Fulfill liquidity needs

• Key-man insurance no longer needed

Charitable Applications

• Find new funding for capital needs

• Reallocate unproductive endowments funds to better performing investment vehicles

• Develop stronger relationships with donors through more creative planned giving programs

Click here for a free life settlement analysis

Peachtree Life Settlements is one of the best Institutional Funders in the Life Settlement Industry. Fill out this form and a trained specialist will contact you within 48 hours, answer all your questions, and provide you and your client the strong financial backing available through an institutional funder.