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Life Settlements Made Easy For Licensed Professionals
The life settlement industry is continually evolving with new buyers, purchasing parameters, underwriting rules, licensing etc... this can be frustrating and tedious to keep track of. Our service automates and keeps track of these numerous changes that are essential for marketing a life settlement case accurately to qualified purchasers. Designed around 256k bit encryption, our secure case matching and transfer service will help you save time while effectively marketing you cases. Our solution removes the guess work out by centralizing purchasing parameters of almost every viable life settlement purchaser. By subscribing with LPT, every viable purchasing entity (based on criteria of case) will view your case.
Licensed Subscribers Go Direct
We are not a middle man nor do we participate in the negotiation process. LPT is exclusively a case match and file transfer service, we ensure your case is secure and matched to the most qualified life settlement providers based on specific criteria. After your case has been accepted and download by a potential purchaser, you are in the driver's seat and charge of the negotiation process! We also provide A La Carte life settlement concierge services to assist you in case qualification, underwriting, and other complimentary services.
To view the process,
Click "How it works"
PROVIDER DUE DILIGENCE
You will have access to basic background information on each provider or purchaser that has downloaded your case. This includes, E&O information, years in business, primary contact info, website along with more due diligence info.
STEP BY STEP CASE SUBMISSION ASSISTANCE
Our system makes the submission process simple. Our step by step process will take you through the process to ensure that all the proper data fields and required files have been uploaded to ensure proper submission guidelines.
UPDATED PROVIDER PURCHASING PARAMETERS & MATCHING
Providers are provided with a profile within our system, and we will always ensure by checking weekly that the purchasing parameters are up to date and accurate. Our matching technology was designed behind our understanding of market requirements, regulations, underwriting requirements and more!
AUDIT YOUR CASE HISTORY
Once your case is successfully submitted, you will receive notification of how many matches you received. Once matched, the provider must view the "case preview" and "accept" or "decline" the case. If accepted, you will receive immediate notification via email, along with a link to view that providers back ground (or basic due diligence). Our auditing capability, allows for you to be certain that you have provided your client with your full fiduciary obligation to ensure that you have exhausted the life settlement process in your efforts.
LIFE SETTLEMENT SETTLEMENT HELP DESK
Our life settlement help desk gives you direct access to our life settlement data specialist.
UNDERWRITING & PREQUALIFY YOUR CASES
For assistance on underwriting & prequalifying your cases please contact us at the LPT help desk or for detail assistance you can visit our partners at www.lifesettlementconcierge.com Life Settlement Concierge provides a cost effective medical record and life insurance policy information retrieval specifically tailored for the life settlement marketplace. Also provided are medical record overviews which point out critical health debits that would affect the overall life expectancy of an insured. These reports can be submitted to your various LE companies to ensure they don't overlook vital areas of health when creating their own LE report.
Our file transfer platform is based on a 256bit encryption. We have integrated VeriSign's Secure Site with EV as an additional layer for even more data security.
MINIMUM MONTHLY SUBSCRIPTION
Our low monthly subscription cost is $99.00 per month, with a minimum subscription period of 1 year.
OUR SERVICE GUARANTEE IS:
- 256k bit encrypted
- Maximum exposure to Provider Network
- If you have no LS business in the first 90days, next 90days are FREE!