Case Summary on a 71 year old male
October 22, 2007 | Comments Off
This client approached us about conducting a policy evaluation on his $200,000 universal life policy. With his premiums of a little over $12,000 annually and no surrender value left in the policy, he no longer wanted to maintain the coverage. Although it is more difficult to gather bids on smaller face values, we were able to get 4 competitive bids on this case. The client accepted the bid of $54,000.
Case Summary on a 66 year old male
October 22, 2007 | Comments Off
This client approached SBA about his desire to appraise a term life policy that he was not going to convert and was going to lapse. We shopped the market extensively on his $2,000,000 term policy and were able to secure a high bid of over $230,000. The client gladly accepted and used the proceeds to pay off debt.
Case Summary on a 78 year old female
June 22, 2007 | Comments Off
This case, brought to us by the original writing agent on the insurance policy, was part of an estate that no longer needed this additional $750,000 worth of insurance protection. The annual premiums were approximately $19,000. The client accepted an $110,000 offer, which represented almost 6 times the $19,000 cash value of the policy. The proceeds were used to fund a college savings account for her grandchildren.
What Every Producer Should Know about Life Settlement Brokers
November 1, 2006 | Comments Off
This article, written by Noam Weiss, explores the role of a Life Settlement broker. Download the pdf below.
What Every Producer Should Know about Life Settlement Brokers
Case Summary on a 84 year old male and 81 year old female
April 22, 2006 | Comments Off
These clients anticipated changing needs in their estate plan. They asked us to evaluate part of their insurance portfolio. After careful consideration, they decided to settle a $2,000,000 joint survivorship universal policy and a $1,000,000 joint survivorship universal policy. The high bids they accepted were $572,580 (16 times cash value) and $260,000 (13 times cash value) respectively.
Don’t Settle for Less
January 22, 2006 | Comments Off
This brochure, for financial professionals, shows how Life Settlements can help you maximize the value of life insurance. Download the pdf below.
Is a Life Settlement Right for Your Client?
November 1, 2005 | Comments Off
This article, written by Noam Weiss, asks how to understand whether or not a client should embark upon a Life Settlement. Download the pdf below.
Is a Life Settlement Right for Your Client?
Settlement Benefits Association Honored
January 5, 2005 | Comments Off
For Immediate Release
For more information, please contact:
Adam Lippman
Settlement Benefits Association
888.287.1437
FINANCIAL PROFESSIONALS LEARN ABOUT
CHARITABLE GIFT SELECTION AND ISRAELI ECONOMY
Settlement Benefits Association also honored
for support of philanthropic causes
Tampa, FL —January 5, 2005—Local financial professionals gathered at Tampa’s Centre Club to learn from Christopher R. Hoyt and Gil Tamary on Wednesday. Hoyt, a professor of law at the University of Missouri – Kansas City School of Law, lectured on new changes in tax legislation, lifetime gifts, and retirement plans. Tamary, Washington Bureau Chief for Israel’s Channel 10 Television Network, spoke about the factors influencing the Israeli economy and foreign investment in Israel.
The event, entitled the 2nd annual T.O.P. / Israel Bonds Estate and Tax Planning Seminar was underwritten by the Leslie J. Barnett Charitable Gift Education Fund of the T.O.P. Jewish Foundation and also included a presentation recognizing Settlement Benefits Association for its outstanding support of the T.O.P. Jewish Foundation and State of Israel Bonds. The presentation was made by Craig Behrenfeld, Co-Chair of Skilled Allied Professional Committee at T.O.P.
The event also marked the launch of Settlement Benefits Association’s 2005 Life Settlement Success Guide. The new guide helps financial professionals understand Life Settlements while teaching them the keys to success in this emerging marketplace.
Settlement Benefits Association is a full-service life settlement brokerage in Tampa, Florida. Through a network of licensed funding groups, the company helps policyholders and their trusted agents to understand and maximize the value of life insurance products. Settlement Benefits Association has received the approval of the National Ethics Bureau, an organization of approved financial advisers who have maintained an exemplary record of business ethics.
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For more information contact Adam Lippman 888.287.1437.
Is Your E & O at Risk?
November 1, 2004 | Comments Off
This article, written by Noam Weiss, shows how some financial professionals are creating a potential liability by failing to utilize Life Settlements. Download the pdf below.
Life Insurance for Sale — In a Secondary Market
September 21, 2004 | Comments Off
This article, published in the Wall Street Journal, reports how the secondary market for life insurance is gaining popularity. Download the pdf below.
Recent Resources
- We have fans on the Life Settlement funding side of the business
- Life Settlement helps relieve financial burden
- Recent Life Settlement Case Summary
- Compliments for this Life Settlement web site
- Society of Financial Service Professionals
- Life Settlement Case Summary
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