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

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.