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

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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.

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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

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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.

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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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