The Ultimate Life Settlement Toolbox

There are over 359,000,000 Google results for “life settlement companies!”

Here at the Settlement Benefits Association, we are dedicated to serving the needs of policy holders in the best manner possible, and we understand that you, the financial professional, are a huge part of that equation.   Our close working relationships with Estate Planning Attorneys, Certified Financial Planners, and Life Insurance Agents have been invaluable to our success.

Two financial professionals shaking hands

Our Life Settlement Toolbox

VISUAL VALUATOR

This tool will quickly and easily calculate an initial valuation of a policy. This starting point, along with a situational analysis, helps you decide if we should formally underwrite a policy and get market offers.

ONLINE APPLICATION

Formal appraisal requests no longer require tedious paperwork. Using our flexible online tool, you can work with your client to complete and sign an expedited online application; or you can fill in the details and send your client a printable pdf or link for online signatures.

We have even setup a feature where you can forward this specially coded link to your clients and their application will automatically be tracked back to you as their financial professional.

https://SettlementBenefits.com/application/

TAX ESTIMATOR

Using our tax estimator, you will gather the important details and produce a pdf document suitable for sharing with a tax professional.

LSTAR PARTNER LOGIN

With LSTAR (Life Settlement Tracking Administrative Record) Settlement Benefits Association is creating a new dimension of service for our partners, allowing partners to view updated status information on each case.

Two financial professionals shaking hands

Benefits for the Financial Professional

  • Create new capital for your client
  • Sell more needed or cost effective life products or annuities
  • Reduce lapse rates
  • Keep original policy in force
  • Offer a creative valuable service to your clients
  • Receive extra commissions
  • Keep renewal and trailer incomes

What You Will Receive Working With Us

Determine your own commissions!  You know your clients, you know their unique situations, so…YOU TELL US what will work.*

*Commissions must follow all applicable regulations.

We will never contact your client directly, unless you want us to. That is your relationship, and we respect that.

Utilize our LSTAR partner login system to view live updated status reports on your Life Settlement cases.