Five Common Mistakes That Devalue Your Life Settlement Transaction

This article was published by the Estate Planning newsletter of the Society of Financial Service Professionals in August 2009.

Five Common Mistakes That Devalue Your Life Settlement Transaction.

Filed Under Articles for Financial Professionals, Resources, Society of Financial Service Professionals 

Society of Financial Service Professionals

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

Filed Under Articles for Financial Professionals, Resources, Society of Financial Service Professionals 

What Every Producer Should Know about Life Settlement Brokers

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

Filed Under Articles for Financial Professionals, Resources, Society of Financial Service Professionals 

Is a Life Settlement Right for Your Client?

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?

Filed Under Articles for Financial Professionals, Resources, Society of Financial Service Professionals 

Is Your E & O at Risk?

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?

Filed Under Articles for Financial Professionals, Resources, Society of Financial Service Professionals 

Life Settlements: The Emergence of a Nascent Industry

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

Filed Under Articles for Financial Professionals, Resources, Society of Financial Service Professionals 


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.