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Life Settlement Transaction Process

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Here is how the process works:
  1. Complete a Tax Efficient Solutions, LLC inquiry package.
  2. We order all the insureds medical records.
  3. We order all the appropriate life expectancy reports.
  4. We order the insurance carriers illustrations.
  5. We do a detailed analysis of the policy’s current market value.
  6. We will send the package out to the market-place for the highest bid.
  7. Bids will be presented to you, the policyowner, for acceptance.
  8. If accepted, closing contracts will be ordered.
  9. We act as your broker in the transaction.
  10. Upon closing you will receive the proceed directly from the escrow agent.