Praise from a Marketing GA in Weston, FL

March 31, 2008 | Comments Off

“You guys are the true settlement gurus.”

Posted by admin | Filed Under Resources, Testimonials 

Case Summary on an 79 year old male

March 7, 2008 | Comments Off

This client had several term policies with a combined death benefit of $900,000.  Premiums were 2.5% to maturity and he needed a better product to suit his estate.  He accepted an offer of $219,000 and used the money to purchase a long term care plan.

Posted by admin | Filed Under Case Summaries, Resources 

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.