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Financial Planning March 1, 2012 Donald Jay Korn	Settling Down A financial planner may find it difficult today to help a client sell a life insurance policy at an appealing price. Nevertheless, some policies are being sold, so planners might want to consider exploring the possibility with clients who are likely candidates.
The Motley Fool December 21, 2006 Dan Caplinger	Should You Take a Viatical Settlement? Although finances may be a difficult subject to handle during a personal health crisis, taking a viatical settlement may make a big difference in the quality of care that one gets and can take at least one worry away from family members.
BusinessWeek October 31, 2005 Toddi Gutner	Wanted: Your Life Insurance Investors are keen to offer "life settlements," where they buy your life insurance policy for cash. Seller beware. Before you grab the money from an eager buyer, get some good advice from a financial planner, an estate attorney, or even your doctor.
Financial Planning August 1, 2008 Donald Jay Korn	You Bet Your Life Financial planning clients that no longer want to pay premiums for life insurance traditionally stopping premium payments or surrendered the policy to receive any cash value. Recently, yet another path to liquidity has opened: life settlements.
The Motley Fool February 21, 2007 Mary Dalrymple	Life Settlements Laid Out Understand this new marketplace before considering selling your life insurance.
Financial Advisor April 2006 Bruce W. Fraser	Cashing In On Cashing Out Despite the potential for abuse, life settlements (selling life insurance policies early) is a growing industry and may be a viable option for insured seniors and advisors alike -- under the right circumstances.
BusinessWeek May 8, 2006 Toddi Gutner	Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy.
Investment Advisor January 2010 Marlene Y. Satter	Insurance Update: Dead to Rights If clients want to get a settlement for their life insurance policies, or invest in securitization of life insurance settlements, what should advisors tell them?
On Wall Street October 1, 2010 Bill Carlino	Life Settlements Stage A Comeback With roughly $1.5 trillion of in-force life insurance either lapsing or surrendered on an annual basis, life settlements are slowly inching their way back onto the investment landscape.
The Motley Fool February 21, 2007 Mary Dalrymple	Study Before Selling Your Life Insurance If you shun full-service brokers and their high commissions and fees, don't fall for a life settlement that's more in your advisor's interest than your own.
Registered Rep. December 1, 2006 Janet Arrowood	Life Settlements: Bad Rap, Good Business Regulatory attention to life settlements has intensified as they have taken off in the past few years, and more lawsuits are expected. Despite the bad rap, there are some legitimate and valuable uses of life settlements for advisors and their clients.
Inc. October 2007 Elaine Appleton Grant	Passing It On Using life insurance as an estate planning tool.
Registered Rep. October 17, 2011 Alan Lavine	Tune Up: Sometimes It Makes Sense to Exchange a Client's Life Insurance Policy Today's life insurance policy may provide more benefits at a lower cost than coverage purchased more than a decade ago.
Investment Advisor June 2008 Bob Clark	Turning the Tables Larry Fondren's latest mission is to provide alternatives to the current life settlement approach for consumers who want or need to liquidate their assets in life insurance policies.
Investment Advisor May 2008 Marlene Y. Satter	If A Stranger Calls Older clients may be tempted by stranger-oriented life insurance, but beware, it may not be as good as it sounds.
Investment Advisor March 2006 Marlene Y. Satter	Still Kicking Estate planners still use survivorship insurance -- when it fits the bill.
Investment Advisor November 2005 Robert F. Keane	Back to Square One Joe DiGangi has the skills to help his clients' wealth last, but as an advisor to the personal injury settlement recipient niche, his first goal is to help make them whole.
Investment Advisor November 2009 Marlene Y. Satter	Insurance Update: Bonds. Death Bonds. Securitizing life insurance is Wall Street's latest idea. But is it really so new?
Financial Advisor May 2006 Bruce W. Fraser	An Undiscovered Asset Class Most advisors know little about the structured settlements market, yet the dollar amounts in settlements can range into the millions of dollars, thus making them a potentially profitable niche market for wealth managers and other fee-only advisors.
Financial Advisor August 2006 Mary Rowland	Unsettled Controversy and critics still shadow the growing life settlement market. Financial advisors should take a look at this segment and determine if -- and how -- they might evaluate it as an option for affluent clients in their retirement years.
Financial Advisor December 2008 Mary Rowland	Lasting Legacy? A new loan program could drastically change the life settlement market.
Registered Rep. December 19, 2011 Alan Lavine	Reps Face Insurance Challenges in 2012 Financial advisors are increasingly concerned about the financial strength of the insurance companies whose products they sell.
Registered Rep. October 1, 2005 Kevin McKinley	Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes.
The Motley Fool November 4, 2011 Robert Brokamp	Give Your Life Insurance a Checkup Are you getting the right amount of life insurance?
The Motley Fool September 11, 2009 Dan Caplinger	This New Product Could Save Wall Street Financial institutions move to securitize life insurance. In this case, what's good for securities underwriters may be bad for life insurance companies.
Financial Advisor July 2005 David J. Drucker	The Secret World Of Impaired Risk Annuities Many financial advisors who either sell and/or advise on the purchase of risk management products are still unaware of certain product nuances. Specifically, most advisors are familiar with immediate fixed annuities, and yet may know little about impaired risk annuities.
Registered Rep. November 1, 2004 Kevin McKinley	The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.
Registered Rep. August 17, 2010 Alan Lavine	Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy.
Investment Advisor April 2009 James J. Green	B/D Briefing: Calm Before the Storm? A new report found that the average securities class action settlement was halved in 2008, but the authors of Securities Class Action Settlements: 2008 Review and Analysis, caution that the reported decrease doesn't constitute a trend.
Investment Advisor July 2009 Tere D'Amato	Expert's Corner: When A Sure Thing Goes Bust It's time to get educated about Stranger Owned Life Insurance.
Commercial Investment Real Estate May/Jun 2015 Mary Stark-Hood	Liability Solutions Commercial real estate practitioners need to be concerned about liability issues that can result from handling complex transactions. A comprehensive real estate errors and omissions policy is a necessity.
Financial Advisor January 2009 Mary Rowland	Getting The Most From No-Lapse Coverage No-lapse universal life keeps growing, but few understand these policies.
Investment Advisor May 2008 Marlene Y. Satter	Recovery Room If your clients have to surrender a settlement to reimburse their insurer or employer, will their assets support their needs?
Registered Rep. October 23, 2013 Kevin McKinley	Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road.
BusinessWeek July 30, 2007 Matthew Goldstein	Even The Insurers Have Hopped On Board Most insurers also realize life settlements aren't going away -- and so they're getting into the game. By sinking money into the sector, insurers can get back at least some of the money they now have to pay out in death benefits.
AskMen.com Michael Estrin	11 Tips For Buying A Home With so much riding on your home, you'll want to save money wherever you can, because where you save money, you make money. Here are some tips on how to buy a house for less.
Commercial Investment Real Estate Jan/Feb 2007 David A. Adkins	Cashing Out Investors can use the structured sales concept to exit completely from real estate holdings.
Financial Advisor November 2003 Eric L. Reiner	Try, Try Again Sales may be down, but advisors are still using survivorship insurance to plan for an estate-tax bite.
The Motley Fool August 27, 2004 Roy Lewis	How Does Insurance Affect Your Taxes? Which plans are deductible, and which are taxable? Here's help sorting them out.
Commercial Investment Real Estate Mar/Apr 2004 Ronald L. Raitz	Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely.
Registered Rep. April 1, 2006 Kevin McKinley	On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums.
Investment Advisor August 2009 Tere D'Amato	Expert's Corner: Time to Talk Insurance Advisors should make sure clients' insurance portfolios are in great shape because they may need them now more than ever.
The Motley Fool April 22, 2009	Term Life vs. Cash Value Insurance Policies Make sure you're getting the right insurance protection for your family.
The Motley Fool August 5, 2005	A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy.
Registered Rep. April 1, 2005 Kristen French	The State of Estate Planning Tax planning for estates took a hit in 2001 when the White House decided to repeal the estate tax in 2010. As the debate drags on over whether to make that repeal permanent, advisors and investors are deciding it's better to do something rather than nothing.
Investment Advisor February 1, 2011 Marlene Y. Satter	Beating the Odds The life settlement industry can bring both danger and opportunity.
Financial Advisor March 2006 Roy Diliberto	Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values.
Inc. August 2007 Elaine Appleton Grant	Don't Let a Smile Be Your Umbrella Buying insurance after cashing out.
Financial Planning October 1, 2005 Garrett Thornburg	The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?
Investment Advisor October 2006 Savita Iyer	Seeking Liquidity Is the life settlement business ready to take off? It depends on whether consumers are willing to accept the fact that life insurance policies can be used for purposes other than what they were originally purchased for.