Life Settlements
Life settlement news and analysis, with coverage of the secondary and tertiary markets for in-force life insurance policies.
February 02, 2018
How the New TCJA Tax Law Affects Life SettlementsEveryone involved in estate planning needs to think about the implications for life settlement options.
January 03, 2018
New Tax Law Enhances Life Settlements MarketThe authors contend that the new approach may increase overall government tax revenue.
August 09, 2017
The Long-Term Care Crisis and Life SettlementsA group of regulators has suggested using life settlements to pay for care.
July 10, 2017
Life Settlements: To Sell or Not to Sell That Policy?When are life settlements appropriate?
May 19, 2017
Beyond the IRA: Remember Life SettlementsYou might already know plenty about life settlements. If not, here's a look at why clients might need them.
May 11, 2017
Proposed Tax Bill Would Clarify Tax Treatment of Life SettlementsA 2009 ruling put a policy seller in a worse situation than a consumer who simply surrendered a policy.
May 05, 2017
Firm, CEO Fined in Ponzi-Like Scheme Involving Life Settlements: EnforcementAlso, an EB-5 operator is accused of taking investors' money to buy cars and homes and to invest in a zip line operation.
December 21, 2016
‘Provider direct’ life settlements: What you should knowInsurance advisors should meet with clients who may be struggling with premium payments to explore their options for at-risk life insurance policies.
December 21, 2016
‘Provider direct’ life settlements: What you should knowInsurance advisors should meet with clients who may be struggling with premium payments to explore their options for at-risk life insurance policies.
December 01, 2016
Life settlements and your fiduciary responsibilityA life insurer that prohibits you from facilitating a life settlement is preventing you from acting in your clients best interest.