Ruling finds stranger-originated life insurance violates public policy and are void at the outset.
Life settlement brokerage firm says seniors are selling unwanted life policies to solve a wide range of financial challenges.
NOTE: The following is an excerpt taken from the most recent whitepaper released by author and former industry lobbyist, Chris Orestis, Executive Vice President...
A confluence of demographic and economic forces are aligning to drive substantial growth of the life settlements asset class, according to featured speakers at this week’s Life Settlement Institutional Investor Conference.
Federal legislation allowing seniors to use life insurance proceeds for long-term care costs tax-free...
Proposed law would save billions for taxpayers, improve quality of life for millions of seniors.
Social, economic trends create rising opportunity for life settlements, speakers at LISA conference contend
Life settlements represent a potential source of needed income for increasing number of seniors who are financially unprepared for retirement, according to experts speaking at the recent Life Insurance Settlements Association conference.
Before a client allows a life insurance policy to lapse, it’s in their best interest – and yours – to help them determine if a life settlement is the answer. Here are some key factors to consider.
Life Settlements roundup: LISA leaks spring conference agenda; broker portal, calculator tools debut
Regulatory developments a big topic for May 6-8 LISA conference; online platform for life settlement brokers to quickly share case files debuts; Broker unveils tool so life policyholders can get an instant estimate of policy value on the secondary market.
Doubling of estate tax exemption means life insurance purchased to pay estate taxes may no longer be needed; Bill also includes positive changes to IRS treatment of life settlement transactions.
As a new Conning study says overall market conditions point to continued growth for life settlements, industry professionals gather at the LISA’s fall conference to discuss how best to take advantage of the opportunity in front of them.