LISA Non-refundable Application Fee

$500.00

Please review all requirements below and upload all documentation on the checkout page before submitting your application.

Category:

Description

All company applicants must submit a copy of your company’s policy or policies regarding:

  • Disclosures to investors if you deal with a natural person
  • Disclosures to owners of policies if you have any contact with owners engaging in a life or viatical settlement
  • Policy for dealing with transactions involving newly-issued life insurance policies
  • Any Anti-Money Laundering Program you have adopted
  • Any Anti-Fraud Program you have adopted

If you believe any of these documents do not apply to your business, please attach a separate sheet of paper with a full explanation.

How to Apply for a LISA Membership:

  1. Download and complete the LISA PDF Application located here.
  2. Upload any printed promotional material currently used to describe your business to the public or to other business associates.
  3. Attach a current Certificate of Good Standing or Authority to do Business in state of domicile.