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

0 Comments

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.

Read More

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

0 Comments

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.

Read More

How the New TCJA Tax Law Affects Life Settlements

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

0 Comments

The life settlement provisions aren't the only relevant provisions



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.

Read More

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

0 Comments

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.

Read More

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.

0 Comments

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.

Read More

Talking About Life Policy Value Could Prevent Panic Stock Sales

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

0 Comments

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.

Read More

Three Steps Toward A Better Retirement In 2018 Did You Know?

Feb 5, 2018 2:45:00 PM / by Darwin Bayston, CFA

0 Comments

For seniors who have already entered retirement, there are some important things that can be done in 2018 to make it better and more fulfilling:

Read More

Consumers Pay for Insurance Company Mistakes

Jan 28, 2018 10:05:00 AM / by Dan Young, CLU, ChFC, CASL, Senior Managing Director and General Counsel at Vida Capital

0 Comments

A Wall Street Journal recent article entitled “Millions Bought Insurance to Cover Retirement Health Costs.  Now They Face an Awful Choice”, discussed the recent trend of increases in rates for long term care insurance.  The article discusses how many people were told that they would have level premiums to cover medical needs in the future.  These consumers paid their premiums and kept their end of the bargain, only to be told that the insurance companies did not correctly estimate the costs and the risks.

Read More

3 Ways That Life Settlements Can Help You Take Care of Your Family

Jan 19, 2018 10:26:00 AM / by Jon B. Mendelsohn CEO, AsharGroup.com

0 Comments

If you’re like most people, you bought your life insurance policy because you wanted to take care of your family.

Read More

3 Facts About Life Settlements That Every Financial Advisor Should Know

Jan 16, 2018 11:03:00 AM / by Jon B. Mendelsohn CEO, AsharGroup.com

0 Comments

Over the past few years, we’ve found that life settlements have gradually been moving more into the mainstream financial world. As we meet with advisors, we find that many more know about this secondary market solution than was true in the past.

Read More