Life Insurance as a Retirement Asset
The author says selling a policy is one way to help clients cope with income volatility.
The Long-Term Care Crisis and Life Settlements
A group of regulators has suggested using life settlements to pay for care.
Brace Your Baby Boomer Clients
They’d better be prepared to think hard about assets they can liquidate.
Life Settlements: To Sell or Not to Sell That Policy?
When are life settlements appropriate?
New Florida Law Affects Life Policyholders Who Want to Change Policies
The new law, based on HB 1077, includes amendments backed by the Life Insurance Settlement Association.
A Victory for Florida Life Insurance Consumers
A new notice might advise consumers considering policy changes to seek professional advice.
Attorney Gets Prison for Insurance Fraud
Prosecutors say the lawyer ran a stranger-originated life insurance scheme.
Jim Maxson to Lead Life Settlement Group
Maxon is a lawyer with expertise in the capital markets.
Beyond the IRA: Remember Life Settlements
You might already know plenty about life settlements. If not, here's a look at why clients might need them.
Proposed Tax Bill Would Clarify Tax Treatment of Life Settlements
A 2009 ruling put a policy seller in a worse situation than a consumer who simply surrendered a policy.