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Qualification Requirements

There are many reasons to consider a life settlement option:

  • Existing coverage no longer meets personal and financial needs
  • A new life insurance policy offers more attractive terms
  • Escalating policy premiums present a financial burden
  • Additional income is needed to supplement retirement savings
  • Funds are needed to subsidize medical expenses

Life Insurance Policy Qualification Requirements:

  • Age of insured is age 65 or above
  • Excess of $250,000 face value
  • Life expectancy of insured is 0 to 20 years
  • Premium to face value ratio under 8%
  • Policy type - All types of life

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*WFI's Services May Not Be Available In All States.

*The Texas Department of Insurance has not approved all the material contained on www.welcomefunds.com and
therefore, until such approval is granted, the information contained herein is not intended for Texas consumers.