Adam

About Adam Lippman

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So far Adam Lippman has created 13 blog entries.

Settlement Benefits Association Honored

For Immediate Release For more information, please contact: Adam Lippman Settlement Benefits Association 888.287.1437 FINANCIAL PROFESSIONALS LEARN ABOUT CHARITABLE GIFT SELECTION AND ISRAELI ECONOMY Settlement Benefits Association also honored for support of philanthropic causes Tampa, FL —January 5, 2005—Local financial professionals gathered at Tampa’s Centre Club to learn from Christopher R. Hoyt and Gil Tamary [...]

Settlement Benefits Association Honored2016-10-20T09:14:18-04:00

Life Insurance for Sale — In a Secondary Market

This article, published in the Wall Street Journal, reports how the secondary market for life insurance is gaining popularity. Download the pdf below. Life Insurance for Sale -- In a Secondary Market

Life Insurance for Sale — In a Secondary Market2018-08-28T12:32:33-04:00

Discovering Financial Freedom

This article, written by Noam Weiss, discusses the financial element of caring for a loved one. Download the pdf below. Discovering Financial Freedom

Discovering Financial Freedom2018-08-28T12:32:33-04:00
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.
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