| Similar Articles |
|---|
 |
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 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. |
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. |
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. |
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. |
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. |
Financial Planning
June 1, 2005
DeFrancesco & Salani |
A Hidden Asset How clients can turn life insurance into cold, hard cash while they're still alive. |
The Motley Fool
February 21, 2007
Mary Dalrymple |
Life Settlements Laid Out Understand this new marketplace before considering selling your life insurance. |
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. |
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. |
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
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 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. |
Financial Advisor
December 2008
Mary Rowland |
Lasting Legacy? A new loan program could drastically change the life settlement market. |
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. |
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? |
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. |
BusinessWeek
July 30, 2007
Matthew Goldstein |
Profiting From Mortality Death bonds may be the most macabre investment scheme ever devised by Wall Street. What especially worries regulators are so-called stranger- initiated deals, in which an investor persuades people to take an expensive policy and lends them money for the premium. |
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. |
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. |
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
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. |
BusinessWeek
July 30, 2007
Matthew Goldstein |
Life Settlements: Betting on Death From the Lowinger clan to hedge funds, investors are cashing in on the business of trading unwanted life insurance policies. But buyers should be wary. |
Investment Advisor
December 2009
Marlene Y. Satter |
Insurance Update: Kiss of Death? Life settlements can be good, but what about once they're securitized? |
Investment Advisor
February 1, 2011
Marlene Y. Satter |
Beating the Odds The life settlement industry can bring both danger and opportunity. |
The Motley Fool
April 27, 2006 |
Viaticals as Investments Viatical settlements involve a terminally ill person selling his or her life insurance policy to someone else. It's true that these settlements can provide a service for sick people, but they're not necessarily win-win. |
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? |
The Motley Fool
August 16, 2004 |
Viaticals as Investments Learn more before investing in viatical settlements (when a terminally ill person sells his/her life insurance policy to someone else.) They do have drawbacks. |
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.
June 1, 2006
Kevin McKinley |
Premium Option When financial advisors start offering life insurance to their clients, they soon learn how wide the divergence is between term and permanent policies. Permanent policies are much more lucrative for advisors and provide some cash for clients during their lifetime. |
Registered Rep.
December 16, 2014
Alan Lavine |
Structured Settlements It's possible to earn yields upwards of 6 percent on "secondary market" annuities issued by top-rated carriers such as Allstate, MassMutual, Prudential, AIG, John Hancock, MetLife, Berkshire Hathaway and New York Life. |
Investment Advisor
September 2010
Tere D'Amato |
Expert's Corner: Leveraged Philanthropy: Caution Sign Ahead If leveraged charitable insurance planning sounds too good to be true, it just might be. |
Investment Advisor
December 2009
Marlene Y. Satter |
On the Other Hand Doug Head, executive director of the Life Insurance Settlement Association (LISA), flatly denies that STOLI is a problem. |
BusinessWeek
April 23, 2007
Anne Tergesen |
The High Price Of Free Insurance Deals that fund, then buy out, big life policies may shortchange seniors. |
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. |
The Motley Fool
May 18, 2011
Dan Caplinger |
This Investment Will Absolutely Kill You Big banks have their latest new product, and you're going to love it. As morbid as it sounds, there are some insurance companies that have set a precedent for investing in death |
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. |
Investment Advisor
May 2010
Melanie Waddell |
Settlements On Rise The total value and number of securities class action settlements increased in 2009 to $3.8 billion. |
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. |
Financial Planning
January 5, 2008
Stacy Schultz |
5 Questions What role should insurance play as baby boomers retire?... What financial products are most valuable for baby boomers?... etc. |
The Motley Fool
November 29, 2011
Chuck Saletta |
I Was Wrong About Life Partners Holdings Good numbers aren't enough. A company needs trustworthy leadership to thrive in the long term. |
Financial Advisor
December 2005 |
Advisor Emporium Impact Technologies Launches Retirement Planning System... Vanguard Standardizes Fund Minimum Requirements... Life Settlement Tool Introduced... Goldman Sachs Launches Fund... Three New Funds In Jefferson National's Monument Advisor... etc. |
Registered Rep.
February 25, 2011
Jerry Gleeson |
Wells Fargo Settles Sex Discrimination Claims For $32 Million Wells Fargo Advisors has tentatively agreed to a $32 million settlement of a federal class-action gender discrimination lawsuit brought in 2009 by three women financial advisors who worked at its legacy Wachovia Securities brokerage. |
Financial Advisor
August 2005 |
Frontline News Percentage Of Female CFPs Shows Little Change... FPA, Aetna Join To Educate Expectant Parents About Costs... IRS Crackdown On Stock Options Abuse Nets 95 Settlements... etc. |
Investment Advisor
October 2006 |
NASD Notice 06-38 Guidance: Life Settlements -- Member obligations with respect to the sale of existing variable life insurance policies to third parties. |
CFO
May 15, 2012
David McCann |
Key-Person Insurance: A Cash-Flow Caveat Classifying premiums paid on company-owned life insurance policies as an operating use of cash can distort operating and free cash flows, says a new study. |
Investment Advisor
July 2009
Tere D'Amato |
The IRS Weighs In If past participants of stranger-owned life insurance were promised easy money at no cost, the rules of the game have changed. |
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 Planning
December 1, 2006
Lynn Hume |
The Bond Buyer As the popularity of 529 plans has grown, federal regulators have worried that unwitting consumers may be unaware of the state-tax benefits offered by their in-state plans. |
Registered Rep.
February 1, 2003
Jerry L. Reiter |
The Blame Game It's hard to say when the targeting of financial advisors for litigation reached its peak -- or whether it has even peaked yet. So how to protect yourself? |
