Comments on SBA’s work ethic

“I had tried several other brokers before I found you, and I can tell you from experience that no one spends the effort that you do trying to make my cases work.”

Frank D., Estate Planner in Georgia

Life Settlement testimonial

“Your policy of letting me set my own commission has been perfectly suited for my agency.  It allows me to accomplish both of my goals simultaneously; meeting my clients needs and increasing my own income.  Our last two deals are perfectly inverse examples.  As you know, I didn’t take a large commission on the Hill Life Settlement, but I won big time by putting him into a new policy and a single premium annuity.  Then again, the Lombardi case was the other end of the spectrum, since he was using the proceeds for something outside my office, I was able to take the commission I needed, and once again everybody was happy.  Thanks again for making my life easier.”

-R. Romano, CEA, insurance agency owner in South Carolina

“Even though I have not met you, I feel our business relationship is growing very solid.”

“Dear Noam: have only 10 minutes before I have to leave the office but wanted you to know in no uncertain terms.  You have passed remarkably well in my opinion as to your professionalism and your desire to serve. That is worth a lot of money to me.  Through all of this, day or night, you have always been responsive to my e-mails and phone calls.”

-Broker/Dealer in California

A CLU in Indiana says…

“…a pleasure to work with you, and appreciate the response and your professional demenor.”

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As Seen In: Agent's Sales Journal Proud Member of the National Ethics BureauSociety of Financial Service Professionals

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. This web site does not apply to variable life settlements. Receipt of proceeds may impact eligibility for government benefits and entitlements. Prior to sale, the insured should consider the continued need for coverage, impact to estate plans, availability of insurance, cost of comparable coverage or tax implications.