Another comment from a pleased agent

“Settlement Benefits presented the amazing opportunities life settlements provide for Philanthropic minded individuals, their advisors and the charities. Their presentation was clear and easy to understand, we are expecting big things in the very near future.”

Daniel Staffenberg,
Chief Development Officer,
Tampa Jewish Federation

Filed Under Resources, Testimonials

Appreciation of our integrity

“I respect your integrity immensely, and wish all of my associates made their standards so transparent and credible.”

-Brenda J., Attorney in Chicago

Filed Under Resources, Testimonials

Getting started with Life Settlements

“Your web site made me shine today, and I just wanted to write you a quick thank you for that. During a consultation, my client asked me about a Life Settlement, and having only briefly talked about it with you last month, I wasn’t sure how to get started. After a few clicks, I had shown my client how a Life Settlement works and I had downloaded your application. We filled it out right on the spot, and it only took 10 minutes. Thanks for making it so easy, and you can rest assured that I have only one source for these, you.”

-Michael, Estate Planning Attorney

Filed Under Resources, Testimonials

Planned giving uses of Life Settlements

“Life Settlements are positively influencing my clients in many ways. The newfound flexibility is helping some of my senior clients redistribute their portfolios while others are using it to fulfill their philanthropic legacies. I’m very excited the vast potential this tool has. In fact, I’ve incorporated it into my regular trust updated, and have new clients thinking about the possibilities.”

-Larry, Trust Officer in Arizonia

Filed Under Resources, Testimonials

Comments on SBA’s work ethic

“I had tried several other brokers before I found you, and I can tell you from experience that no one spends the effort that you do trying to make my cases work.”

Frank D., Estate Planner in Georgia

Filed Under Resources, Testimonials

Life Settlement testimonial

“Your policy of letting me set my own commission has been perfectly suited for my agency. It allows me to accomplish both of my goals simultaneously; meeting my clients needs and increasing my own income. Our last two deals are perfectly inverse examples. As you know, I didn’t take a large commission on the Hill Life Settlement, but I won big time by putting him into a new policy and a single premium annuity. Then again, the Lombardi case was the other end of the spectrum, since he was using the proceeds for something outside my office, I was able to take the commission I needed, and once again everybody was happy. Thanks again for making my life easier.”

-R. Romano, CEA, insurance agency owner in South Carolina

Filed Under Resources, Testimonials

“Even though I have not met you, I feel our business relationship is growing very solid.”

“Dear Noam: have only 10 minutes before I have to leave the office but wanted you to know in no uncertain terms. You have passed remarkably well in my opinion as to your professionalism and your desire to serve. That is worth a lot of money to me. Through all of this, day or night, you have always been responsive to my e-mails and phone calls.”

-Broker/Dealer in California

Filed Under Resources, Testimonials

A CLU in Indiana says…

“…a pleasure to work with you, and appreciate the response and your professional demenor.”

Filed Under Resources, Testimonials

We have fans on the Life Settlement funding side of the business

“I would like to take this time to thank you for forwarding exactly what we need, excluding all we don’t. This will make getting this file for review a quicker process. A breath of fresh air.”

-An institutional Life Settlement Provider in North Carolina

Filed Under Resources, Testimonials

Life Settlement helps relieve financial burden

Recently, a 74 year old male in good health approached his financial planner with a problem. One of his children was in need of some financial assistance to cover some extraordinary medical costs. Since the planner had previously completed some Life Settlement cases with Settlement Benefits Association, he presented the idea of selling the client’s $600,000 policy. He explained how the cash generated from the sale could be used in any manner.

After underwriting the case, we were able to secure 6 offers from licensed providers. The highest offer, $192,000 would be enough cash to accomplish the client’s goal, so we completed the transaction.

Filed Under Case Summaries, Resources

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