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VERTICAL SETTLEMENT INVESTMENT CONTRACTS REGISTRATION FOR EXEMPTION (FORM V902) Please complete this application and return it with the filing fee of $500 to: Mississippi Secretary of State Business
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How to fill out viatical settlement investment contracts

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How to fill out viatical settlement investment contracts

01
Read and understand the viatical settlement investment contract thoroughly.
02
Provide accurate and truthful information about the policyholder, the life insurance policy, and the policy's benefits.
03
Consult with a professional financial advisor or a viatical settlement broker for guidance and assistance.
04
Complete the necessary paperwork, including application forms and disclosures.
05
Submit the required medical documents and policy information.
06
Review and negotiate the terms of the investment contract, including the purchase price and potential returns.
07
Seek legal advice if necessary to ensure compliance with regulations and protect your rights as an investor.
08
Fund the investment by transferring funds to the viatical settlement company or escrow account as per the agreed terms.
09
Keep track of the investment and receive regular updates on the policyholder's health and life expectancy.
10
Follow all legal and contractual obligations during the investment period.
11
Monitor the investment until its maturity and receive the payout as outlined in the contract.

Who needs viatical settlement investment contracts?

01
Individuals looking for alternative investment opportunities.
02
Investors interested in potentially higher returns compared to traditional investment options.
03
People with a good understanding of the viatical settlement market and the associated risks.
04
Individuals seeking to diversify their investment portfolio.
05
Policyholders who are terminally ill and in need of immediate cash to cover medical expenses or improve their quality of life.
06
People who want to sell their life insurance policies rather than surrendering them or letting them lapse.
07
Those who are aware of the potential tax advantages and financial benefits of investing in viatical settlements.
08
Investors who have the necessary risk tolerance and long-term investment horizon.
09
Individuals who have done thorough research and obtained proper understanding of viatical settlement regulations and processes.
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Viatical settlement investment contracts involve selling a life insurance policy to a third party investor in exchange for a lump sum payment.
The parties involved in the viatical settlement investment contracts are required to file the necessary paperwork.
Viatical settlement investment contracts can be filled out by providing detailed information about the policyholder, the investor, and the terms of the agreement.
The purpose of viatical settlement investment contracts is to provide liquidity for policyholders who may need immediate funds.
Viatical settlement investment contracts must include information such as the policy number, the amount paid, and the beneficiaries.
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Mississippi VIATICAL LLC Commn V902 hereto incorporation subscribed Certification EXEMPTION herein pursuant certify prospectus Audited applicant Notary attachments Specify disclosure Expires pamphlet advertisement Securities circular Typed

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