Thank you for registering for our monthly newsletter, The Life Settlement Refresh. Your subscription will begin shortly. When you are looking for additional Life Settlement information, a good starting point is the list of articles we have written for the Society of Financial Service Professionals.
If you are looking for the insider’s view of the industry, download our 5 Insider Tips to Obtain the Best Life Settlement Offers.
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.