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

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.