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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
December 06, 2010 at 07:00 PM
The Institutional Life Markets Association (ILMA) has issued a guide to compliance and diligence procedures for life settlement providers.
ILMA, Washington, says the guide, “Life Settlement Provider Best Practices,” should promote growth of life settlements.
“Providers following the same transparent procedures and diligence will protect consumers and investors while fostering confidence in this viable investment option,” ILMA Managing Director Jack Kelly says in a statement.
Topics discussed include transferred policies, privacy, state and federal compliance, and anti-fraud efforts, including recommendations for comparing policy applications and medical records.
Supporting documents include a detailed list of the elements of a life settlement package, a suggested closing interview script, and diligence recommendations for policies written within the previous 4 years with face values of $1,000,000 or greater.
-Trevor Thomas
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