LifeSure™

NEW BUSINESS PROCESS

Minimum Purchase

Notice

Please note, the Investor must liquidate any accounts to be used for the investment to cash prior to completing the application. They must know the exact investment amount when completing the documents.





  • Materials Step 1

    Materials

    Select Investor(s) Resident State:
Fulfillment Kits

The Investor will receive a Deposit Confirmation Packet in the mail once funds clear at the Escrow Agent. Investor 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 Investor for delivery. The Investor will sign digitally to acknowledge receipt. A PDF copy of the signed kit is available for immediate download from the system.