Is Your E & O at Risk?

November 1, 2004 | Comments Off

This article, written by Noam Weiss, shows how some financial professionals are creating a potential liability by failing to utilize Life Settlements. Download the pdf below.

Is Your E & O at Risk?

Posted by admin | Filed Under Articles for Financial Professionals, Resources, Society of Financial Service Professionals 

Proud Member of the National Ethics BureauCelebrating 5 Years of Life Settlement Service

Life Settlement licensing requirements vary by state. In some states, life agents and other financial professionals must be licensed to source policies or receive commissions. Settlement Benefits Association is not licensed in all states. Some or all of the proceeds of a Life Settlement may be taxable under federal or state income tax laws. Advice from a professional tax advisor is recommended. This web site is not currently approved in the states of Oklahoma or Texas.