Life Settlements
Life settlement news and analysis, with coverage of the secondary and tertiary markets for in-force life insurance policies.
3 reasons to consider life settlements for your senior clients
By Jon B. MendelsohnIn the wake of the DOL fiduciary rule, lack of awareness about life settlements can put advisors at odds with doing the right thing for their clients.
April 28, 2016
Georgia law prohibits silencing of agents on life settlementsThe disturbing truth is that many life insurers dont want their customers to know about options available to them if they no longer need or can afford the premiums on their policies.
March 30, 2016
Tax uncertainties for life settlements: 5+ troublesome issuesThe IRS' questionable reading of the tax code in Revenue Ruling 2009-13 raised as many questions as it answered.
March 30, 2016
Tax uncertainties for life settlements: 5+ troublesome issuesThe IRS' questionable reading of the tax code in Revenue Ruling 2009-13 raised as many questions as it answered.
January 22, 2016
Investors & analysts agree: Life settlements asset class destined for long-term growthThe hike on long-held policies' premiums could hurt investors in life settlements who are paying the premiums on those assets, but will be worse for seniors.
November 03, 2015
Life settlements: 4 reasons why an online exchange is neededThe life settlement industry is ripe for technological disruption. An online exchange, writes Peter Colis, can bring efficiencies.
September 02, 2015
How life settlements can be used for charitable purposesHere's something most people don't think about when it comes to life settlements: the transaction can help keep the charitable intent of the original policy owner intact.
September 02, 2015
How life settlements can be used for charitable purposesHere's something most people don't think about when it comes to life settlements: the transaction can help keep the charitable intent of the original policy owner intact.