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Thanks to loyal agents like you, Settlement Benefits Association has been successful in the Life Settlement industry since 2002. We have helped thousands of agents understand and maximize the value of their client’s life insurance. We’d like your help to increase this number so that every financial professional can benefit from the value we provide at Settlement Benefits Association.

Do you know two professionals in the financial industry (life insurance producers, estate planners, CPAs, etc.) who might benefit from the value we provide? If so, we hope you will pass along a copy of The Life Settlement Refresh to them, with our compliments. Their subscription will be free, as is yours. And they’ll thank you for it.

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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.

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Society 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.