Life Settlements
Life settlement news and analysis, with coverage of the secondary and tertiary markets for in-force life insurance policies.
Mastering the Art of Life Insurance Settlements and Taxation in 2024
By Wm. Scott PageHere's a guide to how selling policies affects clients' taxes.
December 12, 2023
Maximizing Success in 2024 with Policy Appraisals and Life SettlementsThe old calendar is running out. The new calendar is full of appointment slots.
November 14, 2023
The Life Settlement Industry Must Have Speed and TransparencyThe author sees a future with no room for slow shell games.
November 06, 2023
Dynasty to Help Life Settlement Firm Add Wealth ServicesThe new Abacus unit will offer retirement planning services along with life policy advice.
October 23, 2023
Do You Have a Life Settlement Case?Here are three things to consider when sizing up a possible policy sale.
October 16, 2023
Orphaned Life Insurance Policies Can be a Life Settlement GoldmineHere's a way to solve problems clients might not know that they have.
September 18, 2023
Protect Aging Clients Against Undue InfluenceThe perpetrators of this form of financial elder abuse could be the clients' own children.