Life Settlements
Life settlement news and analysis, with coverage of the secondary and tertiary markets for in-force life insurance policies.
Do You Have a Life Settlement Case?
By Robin W. Weinberger and Peter N. KatzHere are three things to consider when sizing up a possible policy sale.
August 25, 2023
Life Settlements: Letters of CompetencyThe client who wants to sell a policy needs the capacity to do that.
August 24, 2023
Wells Fargo Faces John Hancock Suit Over Life Insurance IssueWhat happens when the owner of an insurance policy uses it as loan collateral and sells it through a life settlement?
August 15, 2023
Life Settlement Firms Wrestle for Your Clients' PoliciesOne has added a policy owner self-service site. Another is highlighting advisor compensation.
August 10, 2023
For Life Settlement Firms, AI Could Unveil Hidden TruthsSome involve how long your client will live.
August 10, 2023
Life Settlements Can Pay for Long-Term CareA retirement planner looks at one possible use for a policy sale.
August 04, 2023
A Life Settlement Broker's Fiduciary Duty to the Policy SellerFor some clients, keeping the policy may be the better option.
August 01, 2023
FINRA Posts Life Settlement Guide for ConsumersThe organization warns of concerns but says policy sales might make sense for some.