Introducing Settlement Forecast

With Habersham Funding, LLC's new Settlement Forecast, policyholders and their advisors can quickly determine if a policy is a candidate for life settlement. With answers to the following questions, we can assess the feasibility of a life settlement case. If you prefer, you can call us directly to discuss your particular situation. Our case managers can help you identify if your policy qualifies as well as answer any additional questions you might have.

Please click on the correct answer for each question. When you have finished, click on the submit button below. In the case of a joint survivorship policy and both insureds are living, please answer the survey based on the healthiest insured.

The current age of the policyholder is

	64 or younger
	65 to 69
	70 to 75
	76 to 80
	81 to 85
	86 or older

The gender of the insured is

	Female
	Male

The current medical condition of the insured is

	No discernable health concerns
	Healthy senior
	Minor Health concerns
	Serious Health concerns
	Very serious health problems

The type of policy is

	Whole life
	Term life
	Universal life
	Variable life
	Survivorship (both living)
	Survivorship (one deceased)

Is there a loan against the policy?

	Yes
	No

The policy's cash surrender value as a percentage of coverage is

	30 percent or more
	20 to 30 percent
	10 to 20 percent
	10 percent or less

The policy's annual premium as a percentage of coverage is

	4 percent or more
	3 to 4 percent
	2 to 3 percent
	1 to 2 percent

Click the Submit button to see your results and a printable version of your answers to this questionaire.