Financial Professional says “SBA has exceeded and surpassed all of our expectations.”

“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

Posted by admin | Filed Under Resources, Testimonials 


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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.