Testimonial from a Marketing GA in Weston, FL

December 18, 2007 | Comments Off

Harry says:

“If you have aging clients, and their older policies aren’t performing according to what they anticipated, OR a term policy that is running out of time, and the conversion premium is much too expensive, What do you do?

Contact Settlement Benefits Association, and get some great professional advice on many additional options, which will include helping your client, while at the same time earning multiple commissions. They are a National Company and we have had tremendous success with them. ”

We have been working closely with this experienced life settlement broker, Settlement Benefits Association. They are diligent, effective, and can help us evaluate and productively settle policies. I’ve seen first hand how they obtain the highest offers and help walk us through this new process.”

Posted by admin | Filed Under Resources, Testimonials 

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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.