Life Settlements
Life settlement news and analysis, with coverage of the secondary and tertiary markets for in-force life insurance policies.
Taxes and Life Settlements
By Robin S. Weinberger and Peter N. KatzThe rules tend to favor the policy sellers.
December 23, 2025
Life Settlements: The DocumentaryA filmmaker told the grim origin story of a modern financial tool.
October 22, 2025
Life Settlements Can End Up in CourtSmall details, and decisions made long in the past, often decide big cases.
October 06, 2025
Life Settlements: Who Represents Your Side?Market veterans explain who does what, and for whom.
July 24, 2025
One Big Beautiful Estate Planning DilemmaThe exemption could stay high forever. That changes the planning math.
July 21, 2025
The SEC's Fiduciary Interpretation and Life SettlementsThe authors suggest that the best interest standard applies to clients' in-force life insurance policies.
July 09, 2025
Abacus Sues Coventry Over Life Insurance Policy Valuation ConflictThe publicly traded life settlement firm says its competitor has worked to ruin its reputation.
June 17, 2025
Can a Life Settlement be the Missing Link?Universal life policies and whole life policies have some similarities, but the differences matter.