Testimonial from a financial professional in Illinois
January 22, 2008 | Comments Off
“I believe that you have been persistent enough to stay in touch, and send me information in the mail and things like that to keep me informed…that goes a long way.”
-Lloyd
Lake Forest, Illinois
Testimonial from a trustee in NY
January 18, 2008 | Comments Off
James, a trustee on a case we recently completed in NY, had these kind words to say to our managing partner upon receiving his settlement check:
“In closing, I wanted to thank you very much for all your help along the way. You’ve been a real gentleman, and certainly very efficient. And I want to thank you. I have, through the years, spoken to many legal departments and insurance agents, and you really made a rather complicated matter easy, and I do thank you for that.”
Case Summary on a 61 year old male
January 7, 2008 | Comments Off
SBA was given an opportunity to work with a 61 year old client who had significant health issues. His policy was in jeopardy of lapsing and his financial planner determined that his life policy was no longer needed. After an initial offer of $18,000, were able to secure bids from three separate licensed providers, and push the final offer to a total of $49,000 to the client. He was very pleased with our efforts and our ability to secure the highest possible settlement for him, and proceeded to transact his policy. Additionally, the financial planner was able to consider to a wider array of options while updating the client’s financial plan.
Recent Resources
- Life Settlement Case Summary
- Praise from a Life Settlement Provider
- Why Life Insurance Works In A Turbulent Market
- Life Settlement Case Summary
- Praise from a Marketing GA in Weston, FL
- Case Summary on an 79 year old male
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