Everything you need to begin the life settlement process — available to read online or download as a PDF. All forms are fully compliant with Florida state regulations and LISA standards.
You can read any form directly in your browser using the View Online button, or download a printable PDF version to complete by hand and return to us.
Need help completing a form? Our specialists are available Monday–Friday, 9 AM–5 PM EST. Call us at (304) 760-8900 or email contact@coastlinelifepartners.com and we'll walk you through every field.
These forms are completed by the insured or policy owner to begin the life settlement evaluation process.
The first step in determining whether your life insurance policy qualifies for a life settlement. This confidential questionnaire takes approximately 10 minutes to complete.
Authorizes Coastline Life Partners to obtain policy information and present the case to the secondary market.
Both the policy owner and insured must sign. Required before we can approach any purchasing institution on your behalf.
Florida-mandated disclosure outlining your rights, the process, and alternatives to a life settlement.
Required by Florida law before any offer is made. Reviews your rescission rights, broker compensation disclosure, and tax implications.
Authorizes medical record retrieval required to obtain a life expectancy assessment from underwriters.
Provides limited authorization to access attending physician records and insurer medical files. You retain the right to revoke at any time.
Streamlined submission packets and referral agreements for insurance agents, financial advisors, and IMOs.
Submit a client case for evaluation. Includes co-broker compensation agreement and case data sheet.
Complete client demographic, policy details, and health summary. Co-broker compensation schedule included. Sign digitally or print to return by fax/email.
Protects your client relationship and establishes your compensation terms before any introduction is made.
Signed by both parties prior to case submission. Specifies referral fee percentage, payment timing, and client non-solicitation terms.
A concise single-page intake form to capture key policy and client details for a preliminary eligibility review.
Start the conversation without committing the client. Share this one-pager to receive a fast preliminary assessment — no signatures required at this stage.
Summary of policyholder rights under Florida Statute Chapter 627, Part X.
Plain-language summary of your rights, including the right to rescind a completed settlement within 15 days, confidentiality protections, and broker licensing requirements.
Use this form to cancel a completed life settlement agreement within the statutory rescission period.
Florida law provides 15 calendar days after settlement execution to rescind without penalty. This form must be submitted to Coastline Life Partners in writing within that window.
Transparent disclosure of all broker fees, commissions, and compensation arrangements as required by Florida law.
Details the total broker commission as a percentage of face value, any co-broker splits, and confirmation that no fees are charged to the seller prior to closing.
Our specialists are happy to guide you through any document. Whether you're a policyholder completing your first form or an advisor managing multiple cases, we're here to help.
All information you provide is held in strict confidence and is never shared without your explicit written consent.