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 negotations 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.