The Process


New Business is Submitted

New business is sumitted to¬†California Life Settlements for processing. Use the form “New Business Form” linked below to start the process.


Funds to (where)?

All funds go to …. (Bank & office information is on its own PDF linked below)


Internal Review

California Life Settlements will then perform an internal review of the documents submitted and will forward documents to the appropriate ….. or will process internally if the funds are non-qualified. A welcome letter will then be sent to the marketing partner to provide to their client.


Consulting Fees Paid

Consulting fees are then paid to the marketing partner. If direct deposit is desired (which most partners prefer), you will need to fill out the secure ACH Form online by clicking the button below: