Download Center
The following downloads are provided in .pdf format and are viewed using Adobe Acrobat Reader. This download page includes all Viatical & Life Settlement application forms, disclosures and informative booklets. In addition, our company brochure and Viatical & Life Settlement information cards is included.
Click Here to download the Adobe Acrobat Reader:
If for some reason there is a problem downloading these materials, then please feel free to request our application & educational package using our online request form.
Click on a link and your Adobe Acrobat Reader should launch the document in a separate window.
State regulatory & licensing
Welcome Funds Inc. is an authorized and registered Viatical and Life Settlement Broker, legally able to conduct business in forty eight (48) states, including those jurisdictions where no viatical or life settlement registration is required by law. As new regulations continue to take effect across the country, we will continue to obtain the proper certification, authorization & licensing as required.
Welcome funds inc. - application forms
Please download the forms below if you or your client is interested in applying for a Viatical or Life Settlement.
California, North Carolina, Ohio, Oklahoma, Tennessee and Texas residents / agents must download the state approved forms noted below.
- Application - Individual Life Policy
- Application - Part Two (Joint Survivor Policy Only)
- Informational Booklet
- Settlement Timetable
State Approved Forms for Viatical and/ or Life Settlements:
- California
- North Carolina
- Application - Individual Life Policy
- Application - Part Two (Joint Survivor Policy Only)
- Informational Booklet
- Settlement Timetable
- Ohio
- Application - Individual Life Policy
- Application - Part Two (Joint Survivor Policy Only)
- Informational Booklet
- Settlement Timetable
- Oklahoma
- Tennessee
- Texas
Informational & educational brochures
- Welcome Funds Inc. - Company Brochure
- Viatical Settlement Informational Card
- Life Settlement Informational Card
What Is The Next Step?
- Learn more about Life Settlement Process.
- Review the qualification requirements for a Life Settlement.
- Read the most frequently asked questions on Life Settlements.
- Analyze the tax implications of a Life Settlement.
- Examine some recent Life Settlement Case Studies.
- Request our Free Educational Package or visit our Download Center!