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Phone call agenda

Introductions

How LiST works, overview and details

Ask us your question

Discuss your needs

Tell us about your policy

REMINDER We recommend that you ask your agent to provide you with a copy of your policy and premium illustrations before the phone call

Phone call agenda

Introductions

How LiST works, overview and details

Ask us your questions

Discuss your needs

Tell us about your policy

REMINDER We recommend that you ask your agent to provide you with a copy of your policy and premium illustrations before the phone call

I AM

An Inverstor

Looking to invest in the Life Settlements Market in an efficient and transparent way

A Policyholder

Looking to eliminate monthly premiums and maximize asset value
 

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