Term Conversion Life Settlements
By Scott Thomas | Jeff HallmanSenior clients can achieve financial empowerment by repurposing the cash liquidity from expiring term policies.
March 09, 2021
Grim COVID-19 Scenario Could Cut Pension LiabilitiesBut, in Club Vita's sunniest scenario, the pandemic could give sponsors a good kind of actuarial headache.
March 01, 2021
Agents and Advisors, Life Settlements and CompensationA life settlement industry player talks about how the money works.
February 24, 2021
Recent Revenue Ruling: Favorable Life Settlement Tax TreatmentThe ruling also involved clarification of the term insurance basis.
January 27, 2021
Some Types of Life Policies Are Harder to Sell Than You ThinkSome policies are like roses hidden inside grickle grass. Some aren't.
January 27, 2021
Investors Fill New Carlisle Fund: Life Settlement UpdateWm. Scott Page has a new policy appraisal tool. Chris Orestis has a new life settlement marketing organization.
January 13, 2021
Why Life Settlements Are SafeA life settlement community player looks at one common client concern about the idea of trying to sell a policy.
January 11, 2021
A Financial Advisor's Fiduciary Duty and Life SettlementsA life settlement industry player says fiduciaries have an obligation to talk about clients' life settlement options.