Shattering a myth about life settlements: 5 advisor benefits
A life settlement is an important addition to an advisor’s toolbox of financial planning options.
Tax uncertainties for life settlements: 5+ troublesome issues
The IRS' questionable reading of the tax code in Revenue Ruling 2009-13 raised as many questions as it answered.
On the rebound: Advisors see big dollars in life settlements
Institutional investors are spending a lot more dollars to buy unwanted life insurance policies on the secondary market.
Private equity secondary market is booming
Secondaries transaction volume will likely reach an all-time high this year.
Should you plan for a life settlement?
While no policy should be purchased speculating on a future life settlement, considering life settlement possibilities, if needed, is prudent planning.
$5 million distributed to life settlement investors
Some 1,000 investors this month have been sent an initial payment of $5.44 million, or 7 cents on the dollar, stemming from an investigation by Texas securities regulators into a life settlement fraud scheme.
Life settlements: Thinking beyond seniors
The children of seniors are often the ones in need of help when it comes to life insurance settlements.
Before You Suggest a Life Settlement
A life settlement can help a client with a policy that's about to be lapsed or surrendered, but it's not the only option. Consider these alternatives first.
It's Time to Inform Clients About Life Settlements
Despite restrictions imposed by broker-dealers or insurance companies, agents have a responsibility to let their clients know about their life settlement options.
Should Your Clients Wait to Sell?
The life settlements market hasn't recovered much, but that doesn't mean your clients should wait to sell.