1. Not an Offer of Securities: Settle Advisor and its affiliated entities do not offer or sell securities. Life settlements facilitated through our platform are personal property transactions, not investment vehicles.
2. Licensing and Regulatory Compliance: All life settlement transactions are conducted in accordance with state regulations. Our partners, including Life Settlements Inc., are licensed providers or brokers where required.
3. Mandatory Disclosures to Policyholders: Before proceeding with a life settlement, policyholders will receive a disclosure document outlining:
• Alternatives: Options such as policy loans or accelerated death benefits
• .Tax Implications: Potential tax liabilities; consultation with a tax advisor is recommended.
• Impact on Benefits: Possible effects on eligibility for government assistance programs.
• Privacy: Assurance that personal information will be handled in compliance with privacy laws.
4. Right of Rescission: Policyholders have the right to rescind the life settlement contract within a specified period, typically 15 to 30 days after execution, depending on state law.
5. Compensation Disclosure: Any compensation received by brokers or providers will be disclosed to the policyholder, including the amount and method of calculation.
6. State-Specific Regulations: Life settlement regulations vary by state. Policyholders will be informed of any state-specific requirements applicable to their transaction.
For more detailed information or to receive a personalized disclosure document, please contact us directly.
Contact Us:
If you have any questions or concerns about our Disclosures, please contact us Here.
Cookie Settings
This website uses cookies. Not the warm, gooey kind that make life worth living, but the tiny digital ones that help the site run smoothly for you.
Cookie Settings
We use cookies to improve user experience. Choose what cookie categories you allow us to use. You can read more
about our Cookie Policy by clicking on Cookie Policy below.
These cookies enable strictly necessary cookies for security, language support and verification of identity.
These cookies can’t be disabled.
These cookies collect data to remember choices users make to improve and give a better
user experience. Disabling can cause some parts of the site to not work properly.
These cookies help us to understand how visitors interact with our website, help us measure and analyze traffic to improve our service.
These cookies help us to better deliver marketing content and customized ads.