Life Settlement Case Summary

May 7, 2008 | Comments Off

A 75 year old male with a $200,000 term policy past its conversion period came to Settlement Benefits Association for a Life Settlement appraisal.  The client’s premiums were going to triple in three years and he needed to sell the policy.

Settlement Benefits was able to shop the entire institutional marketplace and find a provider willing to purchase the policy for $43,000.  The client used the proceeds to pay his existing universal life policy, eliminating premiums for the next few years.

Posted by admin | Filed Under Case Summaries, Resources 

Praise from a Life Settlement Provider

May 2, 2008 | Comments Off

“I have met some really unprofessional people on the broker side, and you are not one of them my friend.  You are one of the best.”

Mike, account manager for a licensed provider

Posted by admin | Filed Under Resources, Testimonials 

Why Life Insurance Works In A Turbulent Market

May 2, 2008 | Comments Off

They have an interesting article over on the National Underwriter web site about life insurance and the role the secondary market is playing in today’s financial environment:

http://www.lifeandhealthinsurancenews.com/cms/nulh/Weekly%20Issues/issues/2008/15/Focus/L15sherman?origin=Life%20Settlements

Posted by admin | Filed Under Articles for Financial Professionals, Articles for Policy Owners, 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.