Celebrating 5 Years of Life Settlement Service


February 2008 marks the five year anniversary of Settlement Benefits Association incorporation as a Life Settlement broker.  In an industry that does not have much history older than our own, we are proud to say we have gathered this much experience.  In fact, our directors have remained the same since the beginning, and had actually worked in this industry prior to the inception of Settlement Benefits Association.  In this time, we have seen many changes in our industry.  Many competitors have come and gone and we are still here, stronger than ever, thanks to our attention to detail and customer service.

Among the initiatives we have begun to help celebrate our five years of Life Settlement service is a project to gather some of the stories of the client’s lives we have helped.  If you would like to contribute to this celebration, please click here.

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.