Life Settlements: The Emergence of a Nascent Industry

May 1, 2004 | Comments Off

This article, written by Noam Weiss, discusses the rise of the Life Settlement industry and how Life Settlements are a pro-consumer wealth management tool.  Download the pdf below.

Life Settlements: The Emergence of a Nascent Industry

Posted by admin | Filed Under Articles for Financial Professionals, Resources, Society of Financial Service Professionals 

Southern California Senior Resources

October 22, 2003 | Comments Off

A family owned and operated service with experts in the senior care industry waiting to assist you.

Posted by admin | Filed Under Other Resources, Resources 

Discovering Financial Freedom

October 22, 2003 | Comments Off

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

Discovering Financial Freedom

Posted by admin | Filed Under Articles for Policy Owners, Resources 

National Ethics Bureau

September 22, 2003 | Comments Off

The National Ethics Bureau is an organization of approved business professionals who have maintained a flawless record of business ethics.  Settlement Benefits Association has successfully passed their EthicsCheck System, which includes a seven year background check for criminal, civil and business violations.  We have been approved members since 2003.

Posted by admin | Filed Under Other Resources, Resources 

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Proud Member of the National Ethics BureauCelebrating 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.