SBA surpasses competiting broker’s offer by over $100,000

March 9, 2023 | By WebFX

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 negotiations 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.

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