Thankful quote from DT

You guys are steller, every time I needed you, you’ve always been there for me. –DT

Filed Under Resources, Testimonials 

Email appreciation from a recent client

Sent: Monday, January 25, 2010 12:16 PM
To: Noam S. Weiss
Subject: Thanks again.

Dear Noam,

I wanted to send you a brief thank you for all the effort you and your staff put into my life settlement process. Just the amount of work involved to get my medical records would have been, for me, almost overwhelming and I am so very glad to have had that task completed by your knowledgeable company. While I knew the process would be a lengthy one, it was almost painless with your help. I, again, thank you very much and wish you and yours all the best.

Regard,

ML
Clinton, Ms

Filed Under Resources, Testimonials 

Five Common Mistakes That Devalue Your Life Settlement Transaction

This article was published by the Estate Planning newsletter of the Society of Financial Service Professionals in August 2009.

Five Common Mistakes That Devalue Your Life Settlement Transaction.

Filed Under Articles for Financial Professionals, Resources, Society of Financial Service Professionals 


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.