Life Settlements: 5 That Didn't Get Away

Feb 11, 2019 12:00:00 AM / by Robin S. Weinberger

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Unfortunately, far too often, policies are lapsed or surrendered without investigating the possibility of a life settlement.Here are five recent cases that optimized the value of policies that otherwise would have been terminated with little or no value:

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Half of Older American Households Falling Short of Target Retirement Income

Dec 21, 2018 12:00:00 AM / by LISA

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The Center for Retirement Research at Boston College recently completed an academic analysis of five national surveys that are frequently used to measure the financial resources available to American households in retirement. The goal was to objectively study the question of whether the U.S. Census Bureau’s Current Population Survey (CPS) actually understates retirement in-come in the U.S.
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3 Ways AI and Robotic Process Automation Will Improve Life Settlement Transactions

Dec 17, 2018 10:46:00 AM / by John McFarland

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The U.S. life insurance industry is beginning to understand the vast potential benefits of robotic process automation (RPA) and artificial intelligence (AI). These two related breakthrough technological innovations leverage the power of machine learning to increase productivity and reduce the risks associated with human error.

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24th Annual Fall Life Settlement Conference to Explore industry's World of Opportunities

Aug 28, 2018 11:12:00 AM / by Unknown

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ORLANDO, Fla.--()--The Life Insurance Settlement Association (LISA) today announced the agenda and featured speakers for LISA’s 24th Annual Fall Life Settlement & Compliance Conference, the longest-running professional conference in the life settlement industry, to be held October 21st-23rd at Disney’s BoardWalk Inn, just outside of Orlando, Fla

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Tax Overhaul Gave Clients With Irrevocable Life Trusts Work to Do

Jul 13, 2018 3:22:00 PM / by Robin S. Weinberger and Peter N. Katz

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Here are 5 ways that ILIT users can respond to the changes.

 

The Tax Cuts and Job Act of 2017 (TCJA) doubled the already sizeable estate tax exemption.

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Speakers at 8th Annual Life Settlement Institutional Investor Conference Forecast Growth in Asset Class Spurred by Technology Innovations

Feb 28, 2018 3:47:00 PM / by Unknown

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The life settlement industry is expected to benefit from favorable demographic trends and technology innovations that will make it easier for consumers to sell their life insurance policies, according to featured speakers today at The Life Insurance Settlement Association (LISA)’s Eighth Annual Life Settlement Institutional Investor Conference.

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How the New TCJA Tax Law Affects Life Settlements

Feb 21, 2018 9:11:00 AM / by Robin S. Weinberger, Peter N. Katz

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Two pieces of the new tax law, the Tax Cuts and Job Act of 2017 (TCJA), have a significant impact on life settlements: the increased estate tax exemption and the clarification of the income tax treatment for life settlements.

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2017 Report on Long-Term Care Includes Life Settlements Among Payment Solutions

Feb 15, 2018 11:25:00 AM / by Jon B. Mendelsohn CEO, AsharGroup.com

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A 2017 report by the National Association of Insurance Commissioners (NAIC) Long-Term Care Subgroup includes life settlements among three options for paying for long-term care.

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Thawing of Canadian Life Settlement Market – Pro Consumer Developments for Canadian Policyholders - Finally

Feb 14, 2018 3:04:00 PM / by Paul Tyers, President of Life Insurance Liquidity Options Inc.

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While Canadian snowbirds are soaking up the sunshine and warmth in the southern US, many can’t help but notice the availability of products in the south which they can’t get in the north.

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Talking About Life Policy Value Could Prevent Panic Stock Sales

Feb 14, 2018 12:00:00 AM / by Darwin Bayston, CFA

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It’s likely that some of your clients were lulled into a false sense of security with the seemingly endless string of “green” days on Wall Street over the past few years. If so, they were shocked back into reality in the month of February.

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