Life Insurance Settlements / The Process / Settlement Forecast
Settlement Forecast

With Settlement Forecast, you can quickly determine if a policy is a candidate for a life insurance settlement. This simple survey helps assess the feasibility of a settlement. Of course, you can always call us directly to discuss your particular situation. In fact, no matter the results of your Settlement Forecast, it is advisable to discuss your individual circumstances with a Habersham Funding case manager: 888-874-2402.


Take the Quiz

Now, please click on the correct answer for each question. When you have finished, click on the submit button below. (In the case of a joint survivorship policy and both insureds are living, please answer the survey based on the healthiest insured.)


  • 1

    The current age of the policy holder is

  • 2

    The gender of the insured is

  • 3

    The Current medical condition of the insured is

  • 4

    The type of policy is

  • 5

    Is there a loan against the policy?

  • 6

    The policy's cash surrender value as a percentage of coverage is

  • 7

    The policy's annual premium as a percentage of coverage is

Click the Submit button to see your results and a printable version of your answers to this questionnaire.


The Settlement Forecast is only an initial indicator of feasibility. Whatever the result, we encourage you to contact a Habersham Funding case manager to discuss your policy in greater detail: 888-874-2402. Sometimes a policy may seem an unlikely candidate at first, but will ultimately prove to be workable. At Habersham Funding, we are always happy to discuss your insurance policy and the potential for a viatical settlement or a life settlement.