Celebrating Our Life Settlement Service

February 2009 marked the six year anniversary of Settlement Benefits Association’s 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.

Financial Professionals

Life Insurance Producers, Attorneys, CPAs, Estate Planners, and Financial Planners: Life Settlements offer an opportunity for you and your clients to benefit from no longer wanted or needed life insurance.

Policy Owners

With Life Settlements, you can often exchange your life insurance policy for a cash settlement in excess of the cash surrender value of the policy.

Planned Giving

Life Settlements can help extend life insurance as a valuable planned giving vehicle.

Proud Member of the National Ethics Bureau

Celebrating 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. 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.