Archive for the ‘Settlement Benefits Association’ Category
Life Settlement Appreciation
“Settlement Benefits has been a resource for me for over a year. Your willingness to help me explain the process to my clients, and understand the compliance issues myself, have helped us reap the benefits of this new transaction.”
Joni R., Trust Advisor in Manhattan
Another comment from a pleased agent
“Settlement Benefits presented the amazing opportunities life settlements provide for Philanthropic minded individuals, their advisors and the charities. Their presentation was clear and easy to understand, we are expecting big things in the very near future.”
Daniel Staffenberg,
Chief Development Officer,
Tampa Jewish Federation
Appreciation of our integrity
“I respect your integrity immensely, and wish all of my associates made their standards so transparent and credible.”
-Brenda J., Attorney in Chicago
Getting started with Life Settlements
“Your web site made me shine today, and I just wanted to write you a quick thank you for that. During a consultation, my client asked me about a Life Settlement, and having only briefly talked about it with you last month, I wasn’t sure how to get started. After a few clicks, I had [...]
Planned giving uses of Life Settlements
“Life Settlements are positively influencing my clients in many ways. The newfound flexibility is helping some of my senior clients redistribute their portfolios while others are using it to fulfill their philanthropic legacies. I’m very excited the vast potential this tool has. In fact, I’ve incorporated it into my regular trust updated, and have new [...]
Comments on SBA’s work ethic
“I had tried several other brokers before I found you, and I can tell you from experience that no one spends the effort that you do trying to make my cases work.”
Frank D., Estate Planner in Georgia
Life Settlement testimonial
“Your policy of letting me set my own commission has been perfectly suited for my agency. It allows me to accomplish both of my goals simultaneously; meeting my clients needs and increasing my own income. Our last two deals are perfectly inverse examples. As you know, I didn’t take a large commission on the Hill [...]
“Even though I have not met you, I feel our business relationship is growing very solid.”
“Dear Noam: have only 10 minutes before I have to leave the office but wanted you to know in no uncertain terms. You have passed remarkably well in my opinion as to your professionalism and your desire to serve. That is worth a lot of money to me. Through all of this, day or night, you have always [...]
A CLU in Indiana says…
“…a pleasure to work with you, and appreciate the response and your professional demenor.”
We have fans on the Life Settlement funding side of the business
“I would like to take this time to thank you for forwarding exactly what we need, excluding all we don’t. This will make getting this file for review a quicker process. A breath of fresh air.”
-An institutional Life Settlement Provider in North Carolina