Now’s the Time to Introduce Life Settlements to Accountants
By Robin S. Weinberger, CLU, ChFC, CLTC, | Peter N. Katz, J.D., CLU, ChFCWith tax season over, accountants should have ample time to talk to you about life settlements and possibly send a few clients your way.
April 11, 2012
Life Settlements Transition to Financial PlanningA life settlement is no longer just a sales opportunity; it's an important part of financial planning.
April 11, 2012
Life Settlements Transition to Financial PlanningA life settlement is no longer just a sales opportunity; it's an important part of financial planning.
January 04, 2012
SEC Charges Texas Firm With Life Settlements FraudThe SEC on Tuesday charged Texas-based financial services firm Life Partners Holdings Inc. and three of its senior executives for their involvement in a fraudulent disclosure and accounting scheme involving life settlements.
November 28, 2011
UK 's FSA Strongly Warns Industry off Securitized U.S. Life SettlementsTraded life insurance products pose significant risks for retail investors, the FSA states, thoroughly outlining its concerns for retail investors in the UK and possibly throughout Europe.
November 15, 2011
SEC Issues Investor Bulletin on Life SettlementsThe Securities and Exchange Commission has issued an investor bulletin on life settlements to highlight the intricacies of these products, as well as to outline the risks they pose to investors.
October 10, 2011
ACLI to SEC: Prohibit Securitization of Life SettlementsThe American Council of Life Insurers sent a letter to SEC Chairman Mary Schapiro on Friday urging the securities regulator to prohibit the securitization of life settlements and support changes to clarify the application of federal securities laws to viatical and life settlement transactions
October 06, 2011
Betty White working on life settlements videoCan the "Golden Girls" star and some viral marketing re-brand the life settlements industry?