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

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.