Testimonial from a Planned Gifts Officer

“I think ultimately everyone involved is pleased with the outcome. Learned a lot in pursuing the life settlement arrangement…I want to thank you for being a wonderful guide throughout this process. Enjoyed getting to know you, and will call again next time we come across a similar situation.”

-Planned Gifts Officer

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.