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+ THE PROCESS

THE PROCESS

  1. SHARE YOUR DETAILS
    Provide the personal information and policy details requested on our application, along with a signed HIPPA document, both of which are available for download under the “FORMS” link above or the links below.

  2. SEAMLESS EVALUATION
    Upon submission, our team will meticulously assess your policy to determine the best option for you and your family.

  3. GET IN TOUCH
    We will promptly reach out to you with more information about moving the process forward based on your provided information.

HIPAA Form

Please download & complete the provided HIPAA form provided at the link below & submit them via email to underwriting@finlifeasset.com.

Settlement Application Form

Please download & complete the provided Settlement Application provided at the link below & submit them via email to underwriting@finlifeasset.com.