Who Qualifies?

Our goal is to secure funding for every policy. Settlement Benefits Association’s expertise has enabled us to continue to be very successful in placing even unique cases.

Currently, most funding groups focus on seniors over the age of 70, or policy holders with serious illnesses of any age. No policy is too small to review, and all types of life insurance can qualify.

The major factors affecting the size of a Life Settlement offer are:

  • Age
  • State of residency
  • Type of policy
  • Cost of coverage
  • Health of insured

At Settlement Benefits Association, we conduct policy evaluations with no cost or obligation.

Proud Member of the National Ethics BureauCelebrating 5 Years of Life Settlement Service

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.