Policy Value Questionnaire

How likely is the policy to have value?
This 3-minute questionnaire is designed to help us give insight into whether the policy will have value in the secondary market. If you choose to sell, our one-of-a-kind policy auction platform ensures you’ll get the best offer for your policy.

Remember, giving us the most up-to-date information will give you the most accurate results, and, ultimately the best value for your policy.
Before we start:
We love being on a first-name basis with people. Please provide us with some information so we can make sure you have the best possible experience.
Please make sure all required fields are filled in
First Name*
Last Name*

Is the policy in danger of lapsing?



Email Address*
Phone
Policy Face Amount?

Was the policy issued on more than one person?



Name*
Is the policy in danger of lapsing?
Was the policy issued on more than one person?
This field is for validation purposes and should be left unchanged.
Continue
We respect your privacy and are committed to protecting your personal data. We will not share, rent, or sell the information you provide.

Ashar Group is a licensed life settlement broker that acts as a fiduciary to protect the best interests of policy owners in the life settlement process by creating a competitive auction to deliver the best value to the seller. Ashar Group is an independent seller’s representative and does not sell life insurance, manage assets, or purchase policies.
I am a:
Fiduciary / Financial Professional
Individual Policy Owner
START
Question 1 / 7
, what is your age and gender?
, what is the insured's age and gender?
(If multiple insureds, answer for the younger, healthier insured)
MALE
FEMALE
Please select a gender.
20
30
40
50
60
70
80
90
100
Question 2 / 7
How would you describe the condition of your health?
How would you describe the condition of the insured's health?
(If multiple insureds, answer for the younger, healthier insured)
Healthy
Minor Issues
Health Changed
SERIOUS
Healthy (average weight, no major health concerns)
Question 3 / 7
Are you a smoker?
Are they a smoker?
NON-SMOKER
SMOKER
Please indicate if a smoker or non smoker.
Question 4 / 7
What is the policy type?
What is the policy type? 
Non-Convertible Term, Whole Life, or Group
Convertible Term
Universal Life*
Guaranteed Universal Life
Please select a policy type
*Current Assumption, Indexed Universal Life, Variable Universal Life
Question 5 / 7
?
What is the cash surrender value of the policy?
What is the cash surrender value of the policy? 
0 – 10%
10% – 20%
20% – 30%
30%+
Please select a cash surrender value.
Question 6 / 7
Are there outstanding loans on your policy?
Are there outstanding loans on the policy?
0 – 10%
10% – 20%
20% – 30%
30%+
Please make a selection
Question 7 / 7
What is the current annual premium ?
What is the current annual premium ?
1% – 2%
2% – 3%
3% – 4%
4% – 5%
5%+
Please make a selection.
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