Testimonial from a financial professional in Illinois

January 22, 2008

“I believe that you have been persistent enough to stay in touch, and send me information in the mail and things like that to keep me informed…that goes a long way.”

-Lloyd
Lake Forest, Illinois

Posted by admin | Filed Under Resources, Testimonials 

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.