Tax uncertainties for life settlements: 5+ troublesome issues
By Robin S. Weinberger | Peter N. KatzThe IRS' questionable reading of the tax code in Revenue Ruling 2009-13 raised as many questions as it answered.
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.
August 17, 2015
Exposed: 5 dangerous misconceptions about life settlementsOffering knowledgeable advice about life settlements can be worth its weight in gold to the client and the producer.
August 11, 2015
What UL policyholders should know about life settlementsUniversal life policyholders who signed contracts in the 1980s may face steep rate hikes to keep their policies in force. For these policyholders, there is a solution that beats surrendering.
July 16, 2015
Uncover surprising value via life settlements: 4 case studiesWhen clients decide to lapse or surrender a policy, you owe it to them to investigate the alternative of a life settlement.
July 16, 2015
Uncover surprising value via life settlements: 4 case studiesWhen clients decide to lapse or surrender a policy, you owe it to them to investigate the alternative of a life settlement.
June 25, 2015
Families of Alzheimer’s patients turn to life settlementsDue to the cost of LTCI premiums, many patients enter nursing homes without insurance coverage for long-term care.