Planned giving uses of Life Settlements

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.

Planned giving uses of Life Settlements

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