Thankful quote from DT

You guys are steller, every time I needed you, you’ve always been there for me. –DT

Email appreciation from a recent client

Sent: Monday, January 25, 2010 12:16 PM
To: Noam S. Weiss
Subject: Thanks again.

Dear Noam,

I wanted to send you a brief thank you for all the effort you and your staff put into my life settlement process. Just the amount of work involved to get my medical records would have been, for me, almost overwhelming and I am so very glad to have had that task completed by your knowledgeable company. While I knew the process would be a lengthy one, it was almost painless with your help. I, again, thank you very much and wish you and yours all the best.

Regard,

ML
Clinton, Ms

Filed Under Resources, Testimonials

Gratitude for Life Settlements as a financial planning option

“One simple change. Noam Weiss’ advice to turn to my lapsing clients and offer a Life Settlement has changed the way my customers perceive me. These clients, who in the past were disappointed that something I sold them no longer worked for them, now see how I am helping reconfigure their financial portfolios and salvaging the losses in the variable insurance market. This technique works…”

-M. Peterson, CLU in West Palm Beach Florida

Filed Under Resources, Testimonials

An immediate reaction to Life Settlements

“Thank you for the call today. I really believe in this market and the benefits that it can bring to my book of business. I’ll be sending you that first case next week.”

-Paul V., CLU

Filed Under Resources, Testimonials

Life Settlement Appreciation

“Settlement Benefits has been a resource for me for over a year. Your willingness to help me explain the process to my clients, and understand the compliance issues myself, have helped us reap the benefits of this new transaction.”

Joni R., Trust Advisor in Manhattan

Filed Under Resources, Testimonials

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