Filed Under Articles for Financial Professionals, Articles for Policy Owners, Financial Professional Brochure, Resources 

Why Life Insurance Works In A Turbulent Market

They have an interesting article over on the National Underwriter web site about life insurance and the role the secondary market is playing in today’s financial environment:

http://www.lifeandhealthinsurancenews.com/cms/nulh/Weekly%20Issues/issues/2008/15/Focus/L15sherman?origin=Life%20Settlements

Filed Under Articles for Financial Professionals, Articles for Policy Owners, Resources 

5 Insider Tips to Obtain the Best Life Settlement Offers

5 Insider Tips to Obtain the Best Life Settlement OffersOver the past few years, the Life Settlement industry has grown and matured tremendously.  By some estimates, over $12 billion of life insurance was transacted during 2007.  This growth has generated many positive changes in the industry, including increased legislation, the utilization of technology and the development of best practices.  However, this growth has also attracted many new entrants into the marketplace.  This increasing pool of industry participants has muddied the waters for many insurance producers when it comes time to decide who to partner with.  Similar-sounding companies peddling comparable propositions can create the appearance that everybody is the same.  However, that appearance is misleading.  Many of these new entrants lack the experience to handle the many intricacies and stumbling points within the process of a Life Settlement. 

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Filed Under Articles for Financial Professionals, Articles for Policy Owners, Financial Professional Brochure, Resources 

Smart responses to dumb financial decisions

This article, referencing the editors at Consumer Reports’ Money Advisor, lists Life Settlements as a smart solution to paying high premiums on a poorly performing life insurance product.

Filed Under Articles for Financial Professionals, Articles for Policy Owners 

Life Insurance for Sale — In a Secondary Market

This article, published in the Wall Street Journal, reports how the secondary market for life insurance is gaining popularity. Download the pdf below.

Life Insurance for Sale — In a Secondary Market

Filed Under Articles for Financial Professionals, Articles for Policy Owners, Resources, Wall Street Journal 

Discovering Financial Freedom

This article, written by Noam Weiss, discusses the financial element of caring for a loved one. Download the pdf below.

Discovering Financial Freedom

Filed Under Articles for Policy Owners, Resources 


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.