How Does A Senior Settlement Work?

Typically, the process to earn a Senior Life Settlement is as follows:

• The policy owner or professional financial advisor submits an evaluation form with a signed application
• P & T Financial obtains all necessary documentation such as an Attending Physician's Statement, Policy Illustrations, etc.
• A Senior Life Settlement offer is submitted for acceptance
• If accepted, a contract is sent for signatures
• Change of ownership is completed and funds are released to the previous owner

At P & T Financial, we have a streamlined system to evaluate policies, stay in close communication with you regarding the status of your application, and work to promptly fund each policy accepted. For complete information, go to Senior Life Settlements--Our Process.