Society of Financial Service Professionals

May 15, 2008 | Comments Off

The Society of Financial Service Professionals has published their May 2008 Estate Planning newsletter, and included another life settlement article from Settlement Benefits Association.

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

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

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

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?

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

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.

Is Your E & O at Risk?

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

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 

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.