Downloads

Power Point Presentation

  • Life Cash - The Liquidity Option PPT

Life Settlement Concept

  • Life Cash - a complete explanation of the concept PDF

Case Qualification

  • Evaluation by WINLP PDF
  • Evaluation by points system PDF

Case Submission

  • Latest Version, please trash old one! PDF
    • Includes: Checklist; Authorization; Letter of Competency etc.
  • Disclosures - Required reading for Policy Owner/Insureds. PDF
  • Case Submissions Forms - TEXAS PDF
  • Policy Information Request or Verification of Coverage PDF

Marketing LifeCash®

  • Mailing letter targeted to Agents PDF
  • Mailing letter targeted to Brokers PDF
  • Mailing letter targeted to Corporations PDF
  • Mailing letter targeted to Clients PDF
  • Mailing letter targeted to Professionals & Financial Planners PDF
  • Flyer directed to Seniors PDF
  • Marketing summary targeted to Agents & Brokers PDF
  • Marketing summary targeted to Clients PDF
  • Marketing summary targeted to Professionals & Financial Planners PDF
  • LifeCash® Outline for Presentation at Seminars PDF

Broker of Record

  • Policy Owner appointing Agent as Broker of Record PDF
  • Agent appointing WINLP as broker of Record PDF

Contracting

  • Non Circumvention agreement to be completed by all Agents PDF
  • W9 form to be completed by all Agents PDF

Registration

  • Registration form to receive updates from WINLP PDF

Miscellaneous