Praise from a Life Settlement Provider
May 2, 2008 | Comments Off
“I have met some really unprofessional people on the broker side, and you are not one of them my friend. You are one of the best.”
Mike, account manager for a licensed provider
Praise from a Marketing GA in Weston, FL
March 31, 2008 | Comments Off
“You guys are the true settlement gurus.”
Testimonial from a financial professional in Illinois
January 22, 2008 | Comments Off
“I believe that you have been persistent enough to stay in touch, and send me information in the mail and things like that to keep me informed…that goes a long way.”
-Lloyd
Lake Forest, Illinois
Testimonial from a trustee in NY
January 18, 2008 | Comments Off
James, a trustee on a case we recently completed in NY, had these kind words to say to our managing partner upon receiving his settlement check:
“In closing, I wanted to thank you very much for all your help along the way. You’ve been a real gentleman, and certainly very efficient. And I want to thank you. I have, through the years, spoken to many legal departments and insurance agents, and you really made a rather complicated matter easy, and I do thank you for that.”
Testimonial from a Marketing GA in Weston, FL
December 18, 2007 | Comments Off
Harry says:
“If you have aging clients, and their older policies aren’t performing according to what they anticipated, OR a term policy that is running out of time, and the conversion premium is much too expensive, What do you do?
Contact Settlement Benefits Association, and get some great professional advice on many additional options, which will include helping your client, while at the same time earning multiple commissions. They are a National Company and we have had tremendous success with them. ”
We have been working closely with this experienced life settlement broker, Settlement Benefits Association. They are diligent, effective, and can help us evaluate and productively settle policies. I’ve seen first hand how they obtain the highest offers and help walk us through this new process.”
Financial Professional says “SBA has exceeded and surpassed all of our expectations.”
November 19, 2007 | Comments Off
“Thanks again SBA for a job well done on our most recent file.
For anyone who is a Finacial Advisor, Life Agent or Estate Planner, Settlement Benefits should be your Life Settlement Broker of choice. SBA is Professional, timely and most of all ethical.
SBA has exceeded and surpassed all of our expectations.
The Bottom Line: SBA will get the job done when others cannot.”
-Brad H.
Ankeny, Iowa
Testimonial from a well respected financial planner in New England
November 9, 2007 | Comments Off
Bob says “You pay better attention to me then a lot of folks who actually ought to be…I appreciate it…you are on top of our list.”
Testimonial from a Planned Gifts Officer
October 24, 2007 | Comments Off
“I think ultimately everyone involved is pleased with the outcome. Learned a lot in pursuing the life settlement arrangement…I want to thank you for being a wonderful guide throughout this process. Enjoyed getting to know you, and will call again next time we come across a similar situation.”
-Planned Gifts Officer
Recent Resources
- Life Settlement Case Summary
- Praise from a Life Settlement Provider
- Why Life Insurance Works In A Turbulent Market
- Life Settlement Case Summary
- Praise from a Marketing GA in Weston, FL
- Case Summary on an 79 year old male
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