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

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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.

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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

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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.

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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

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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. 

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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

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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.

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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

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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. 

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What Factors Determine a Life Settlement Value?

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

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How To Invest In Life Settlements

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

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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. 

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Life Settlement Regulation By State Map

Aug 5, 2019 12:48:00 PM / by LISA posted in life settlement, Life Insurance Settlement, Life Settlement Regulation

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Forty-three states and the territory of Puerto Rico regulate life settlements, affording approximately 90% of the United States population protection under comprehensive life settlement laws and regulations.

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Life Settlement Industry Timeline

Oct 17, 2018 2:07:00 PM / by LISA posted in Insider, life settlement, Life Insurance Settlements, Life Insurance

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1911

Grigsby v. Russell: The U.S. Supreme Court ruled that life insurance policies are an asset. Like all assets, life insurance policies are now freely assignable for value.

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