SBA surpasses competiting broker’s offer by over $100,000

This client’s estate planning attorney contacted Settlement Benefits Association to conduct a Life Settlement appraisal.  They had a combined offer from another broker of $900,000 for the client’s two $5,000,000 policies.  After extensive negotiations with various licensed providers, SBA was able to get the client $1,010,000.  By being thorough, SBA provided significant value to this file and this client.

Posted by admin | Filed Under Case Summaries, Resources 


As Seen In: Agent's Sales Journal Proud Member of the National Ethics BureauSociety of Financial Service Professionals

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.