Life Insurance Settlement Association (LISA) Membership

LISA Membership

Settlement Benefits Association maintains membership in good standing with the Life Insurance Settlement Association (LISA). As one of only a few brokers who have been approved, this signifies many important factors:

LISA members pledge to abide by the Code of Ethics

LISA members pledge to abide by the Standards of Professional Conduct

LISA members pledge to improve public information and awareness

LISA members are approved by the LISA Board of Directors

LISA members represent the leaders of all aspects of the Life Settlement Industry

Life Settlement licensing requirements vary by state. Regulated activities are performed by a license affiliate. 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 website is not currently approved in the states of Oklahoma or Texas. This website 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.

LISA Membership

LISA Membership

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