LifeSure™

NEW BUSINESS PROCESS

Minimum Purchase

Notice

If you are submitting business as a Fund Manager, click the Fund Manager tab to access the proper Fast App. Marketing Materials and the Illustration should be downloaded here.



  • Materials Step 1

    Materials

    You must provide buyer a copy of:

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    Product Brochure

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    Private Placement Memorandum

    Supplemental Materials

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    Company Brochure

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    Marketing Guide

  • Illustration Step 2

    Illustration

  • Applications Step 3

    Applications

    REPRESENTATIVES Complete the Online LifeSure™ Referral Form paperwork below. ​

    FUND MANAGERS  Access the Fast App from the Fund Manager paperwork tab.


    PAPER VERSION

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    Referral Form

    ELECTRONIC VERSION

    Upon receipt of the Online LifeSure™ Referral Form, an AAI Global Representative will contact the Buyer(s) to personally guide them through the entire purchase transaction.

Fulfillment Kits

The Buyer will receive a Deposit Confirmation Packet in the mail once funds clear at the Escrow Agent. Buyer fulfillment kits are finalized when we are between 95-100% funded for that portfolio. Contact our Sales Team for the latest updates on the portfolio being funded. Fulfillment kits are securely emailed to the Buyer for delivery. The Buyer will sign digitally to acknowledge receipt. A PDF copy of the signed kit is available for immediate download from the system.

Compensation

Your compensation is typically processed within 5-7 business days after the Buyer funds have been deposited and clear the escrow account.