Find Out Which States Have Life and Viatical Settlement Regulations

Oct 27, 2021 9:10:00 AM / by LISA posted in Financial Advisors, life settlement, Life Insurance Settlement, Life Settlement Provider

0 Comments

More than half of Americans are missing out on an asset that they can use to completely transform their retirement. With rising premiums and other changes in their lives, an unwanted life insurance policy can be their ticket to a well-funded retirement. This is a huge opportunity, and it’s important to be familiar with how it plays out in each state. Let’s see how these updated life settlement laws are handled in your state.

Read More

How are Life Settlements Regulated in California?

Oct 20, 2021 9:10:00 AM / by LISA posted in Financial Advisors, life settlement, Life Insurance Settlement, Life Settlement Provider

0 Comments

California, like most states, has its own rules and regulations governing life settlements. If you are a life settlement provider in California, be sure to familiarize yourself with the nuances, as they do change from time to time. If you are applying to be a life settlement provider and looking to get a life settlement license, the following also provides information on how to accomplish this.

Read More

Sharing Life Settlement Industry Lessons Learned With Policy Owners

Jul 22, 2021 9:00:00 AM / by LISA posted in Financial Advisors, life settlement, Life Insurance Settlement, Life Insurance, Life Settlement Provider

0 Comments

Life settlement providers and brokers play a significant role in connecting policyholders with buyers. But, your responsibilities go a lot deeper than that. You also have an obligation to ensure policy owners make well-informed decisions when it comes to selling their life insurance. This is especially the case for many brokers, who may have a fiduciary duty to adhere to their client’s best interests.

Read More

What Trustees Should Know About Life Settlements

Jun 1, 2021 9:10:00 AM / by LISA posted in Financial Advisors, Financial Planning, life settlement, Life Insurance Settlement, Life Insurance, Trustees, Long Term Care

0 Comments

 

When an elderly parent’s health deteriorates, it can become necessary to appoint older children as trustees. A trustee takes legal ownership of the assets held by a trust and assumes fiduciary responsibility for managing those assets and carrying out the purposes of the trust. This includes managing financial assets such as life insurance policies.

Read More

A Glimpse Into The Life Settlement Industry in 2021

Apr 7, 2021 10:30:00 AM / by LISA posted in Life Insurance Settlement, Industry Trends

0 Comments

The life insurance settlement industry is highly regulated to protect the interest of investors, as well as those insured. However, strict governance also comes with a very fluid regulatory landscape that can be difficult to keep up with. In this blog, we’ll discuss legislation that has been passed concerning life settlements in 2021, as well as other trends and changes we expect to see for the rest of the year.

Read More

Life Insurance Settlement History: How it Began

Mar 10, 2021 7:30:00 AM / by LISA posted in life settlement, Life Insurance Settlement, Life Insurance, Life Settlement Regulation

0 Comments

Life insurance settlements have been around for over a century, yet many are still uninformed about the development of the process and how it came about. In this blog, we’ll highlight all the pivotal moments for the life settlement industry and how this has affected the industry today. 

Read More

How Has COVID-19 Affected the Life Settlement Industry

Feb 19, 2021 10:45:37 AM / by LISA posted in life settlement, Life Insurance Settlements, Life Insurance Settlement, Conferences/Networking, Industry Trends

0 Comments

The COVID-19 pandemic has changed the way nearly every industry does business. Some of these industries have been negatively affected, while others have quickly gained steam in recent months by pivoting their overall business strategy. Since the onset of the pandemic in March 2020, life settlement industry trends have been closely monitored - and the results may surprise you.

Read More

Life Insurance Settlements vs. Viatical Settlements: What's the Difference?

Jan 27, 2021 7:30:00 AM / by LISA posted in life settlement, Viatical Settlement

0 Comments

Life insurance and viatical settlements can be difficult to understand when doing research online. The two are often used interchangeably, however, several core differences exist in the two and not all policyholders are eligible for both. In this guide, we’ll provide you with everything you need to know about both viatical and life settlements. 

Read More

What Factors Determine a Life Settlement Value?

Nov 25, 2020 9:00:00 AM / by LISA posted in life settlement, Life Insurance Settlements

0 Comments

 

Read More

How To Invest In Life Settlements

Oct 6, 2020 6:30:00 AM / by LISA posted in life settlement

0 Comments

Investing in life settlements has recently gained popularity as more of the senior population has discovered the benefit of life settlements for themselves. It is a type of investment that benefits all parties involved due to its unique dynamic of profit and need, and it is an investment that offers some notable benefits for investors when compared to traditional investments in stocks or mutual funds. 

Read More