Archive for the ‘Settlement Benefits Association’ Category
Slides
May 28 CPA Seminar:
View the presentation slides
IRS Revenue Ruling for Sellers
IRS Revenue Ruling for Buyers
Thankful quote from DT
You guys are steller, every time I needed you, you’ve always been there for me. –DT
Email appreciation from a recent client
Sent: Monday, January 25, 2010 12:16 PM
To: Noam S. Weiss
Subject: Thanks again.
Dear Noam,
I wanted to send you a brief thank you for all the effort you and your staff put into my life settlement process. Just the amount of work involved to get my medical records would have been, for me, almost overwhelming and I [...]
Five Common Mistakes That Devalue Your Life Settlement Transaction
This article was published by the Estate Planning newsletter of the Society of Financial Service Professionals in August 2009.
Five Common Mistakes That Devalue Your Life Settlement Transaction.
Upgraded Replacement Case Example
This client needed to continue his life insurance coverage. His existing term policy contained conversion privelages. Instead of letting his existing term policy lapse, we were able to generate a life settlement offer. The proceeds from this transaction were used to fund a new term life policy with premiums slightly lower (due to changes in [...]
Sale of a term life insurance policy
A life insurance agent recently conducted a yearly review of his client’s life insurance policy. Noting that the policy was soon to run out of conversion privilege, he decided to explore options on this policy. After realizing the estate had shrunk and the need for insurance was less then previously calculated, the agent recommended a [...]
Gratitude for Life Settlements as a financial planning option
“One simple change. Noam Weiss’ advice to turn to my lapsing clients and offer a Life Settlement has changed the way my customers perceive me. These clients, who in the past were disappointed that something I sold them no longer worked for them, now see how I am helping reconfigure their financial portfolios and salvaging [...]
Life Settlement funds nursing home expense
Recently, the son of an 88 year old male approached Settlement Benefits Association to request an appraisal on his father’s life insurance policy. The son could no longer afford to pay both the premiums on the policy and the nursing home expenses the father required. Although the $205,000 policy is considered small in our industry [...]
An immediate reaction to Life Settlements
“Thank you for the call today. I really believe in this market and the benefits that it can bring to my book of business. I’ll be sending you that first case next week.”
-Paul V., CLU