Life Settlements
Life settlement news and analysis, with coverage of the secondary and tertiary markets for in-force life insurance policies.
Life settlements and your fiduciary responsibility
By Robin S. Weinberger and Peter N. KatzA life insurer that prohibits you from facilitating a life settlement is preventing you from acting in your clients best interest.
August 05, 2016
3 reasons to consider life settlements for your senior clientsIn the wake of the DOL fiduciary rule, lack of awareness about life settlements can put advisors at odds with doing the right thing for their clients.
August 05, 2016
3 reasons to consider life settlements for your senior clientsIn the wake of the DOL fiduciary rule, lack of awareness about life settlements can put advisors at odds with doing the right thing for their clients.
July 25, 2016
Direct marketing of life settlements: good for consumers?Its up to producers to ensure that life settlement prospects are not underserved. Here's how...
April 28, 2016
Georgia law prohibits silencing of agents on life settlementsThe disturbing truth is that many life insurers dont want their customers to know about options available to them if they no longer need or can afford the premiums on their policies.
April 28, 2016
Georgia law prohibits silencing of agents on life settlementsThe disturbing truth is that many life insurers dont want their customers to know about options available to them if they no longer need or can afford the premiums on their policies.
March 30, 2016
Tax uncertainties for life settlements: 5+ troublesome issuesThe IRS' questionable reading of the tax code in Revenue Ruling 2009-13 raised as many questions as it answered.
March 30, 2016
Tax uncertainties for life settlements: 5+ troublesome issuesThe IRS' questionable reading of the tax code in Revenue Ruling 2009-13 raised as many questions as it answered.