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
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
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
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
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
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
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
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
Life Settlement testimonial
“Your policy of letting me set my own commission has been perfectly suited for my agency. It allows me to accomplish both of my goals simultaneously; meeting my clients needs and increasing my own income. Our last two deals are perfectly inverse examples. As you know, I didn’t take a large commission on the Hill Life Settlement, but I won big time by putting him into a new policy and a single premium annuity. Then again, the Lombardi case was the other end of the spectrum, since he was using the proceeds for something outside my office, I was able to take the commission I needed, and once again everybody was happy. Thanks again for making my life easier.”
-R. Romano, CEA, insurance agency owner in South Carolina
“Even though I have not met you, I feel our business relationship is growing very solid.”
“Dear Noam: have only 10 minutes before I have to leave the office but wanted you to know in no uncertain terms. You have passed remarkably well in my opinion as to your professionalism and your desire to serve. That is worth a lot of money to me. Through all of this, day or night, you have always been responsive to my e-mails and phone calls.”
-Broker/Dealer in California
Recent Resources
- “I highly recommend doing business with Settlement Benefits Association”
- “You are the best”
- A Life Settlement is not always the best solution
- Nobody else
- Life Settlement Integrity
- “A real windfall for me.”
Categories
- Articles for Financial Professionals
- Articles for Policy Owners
- Case Summaries
- Financial Professional Brochure
- Other Resources
- Press Releases
- Resources
- Society of Financial Service Professionals
- Testimonials
- Uncategorized
- Wall Street Journal
