Life Settlements
Life settlement news and analysis, with coverage of the secondary and tertiary markets for in-force life insurance policies.
Recent Revenue Ruling: Favorable Life Settlement Tax Treatment
By Robin S. Weinberger and Peter N. KatzThe ruling also involved clarification of the term insurance basis.
January 13, 2021
Why Life Settlements Are SafeA life settlement community player looks at one common client concern about the idea of trying to sell a policy.
January 11, 2021
A Financial Advisor's Fiduciary Duty and Life SettlementsA life settlement industry player says fiduciaries have an obligation to talk about clients' life settlement options.
January 04, 2021
3 Ways to Cut the Value of a Life SettlementLife settlement brokers list practices that may lower a policy's resale value.
November 25, 2020
Life Settlements for Non-Convertible Term Policies. Wait… What?Sometimes, making the impossible possible is just a matter of knowing who buys what.
October 07, 2020
Do Life Settlements Work in ILITs?Here's a look about what happens when two common financial arrangements intersect.
October 07, 2020
Life Policy Lapse Risk Means Life Settlement ProspectsWeinberger and Katz are back with ideas about how to find people who should be selling their policies.
April 20, 2020
What to Tell Your Clients About Life Settlements NowFor them, selling a policy may be a little like selling a diamond.