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Financial Advisor
December 2008
Mary Rowland |
Lasting Legacy? A new loan program could drastically change the life settlement market.   |
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
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. |
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. |
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. |
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
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. |
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. |
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. |
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. |
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 2009
Marlene Y. Satter |
Insurance Update: Bonds. Death Bonds. Securitizing life insurance is Wall Street's latest idea. But is it really so new? |
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
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. |
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. |
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.
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. |
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. |
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 |
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. |
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
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. |
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. |
Investment Advisor
December 2009
Marlene Y. Satter |
Insurance Update: Kiss of Death? Life settlements can be good, but what about once they're securitized? |
Registered Rep.
November 20, 2012
Alan Lavine |
Lock into Long-Term Care with Hybrid Policies Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here's how to make sure they are right for your clients. |
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
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. |
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. |
Investment Advisor
February 1, 2011
Marlene Y. Satter |
Beating the Odds The life settlement industry can bring both danger and opportunity. |
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? |
BusinessWeek
April 23, 2007
Anne Tergesen |
The High Price Of Free Insurance Deals that fund, then buy out, big life policies may shortchange seniors. |
Financial Advisor
March 2007
Robinson & Wilkins |
A Question Of Interest A recent court decision highlights a potential problem with irrevocable life insurance trusts. Here are some implications for financial planners to ponder. |
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. |
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
November 2005
Grove & Prince |
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business. |
Entrepreneur
December 2007
Scott Bernard Nelson |
Death Trap Ahead Death bonds may sound like a good investment - but are they? |
Commercial Investment Real Estate
May/Jun 2008
Patrick Nugent |
Premium Advice Insurance techniques help multifamily property owners maximize value. |
Registered Rep.
August 19, 2014
Alan Lavine |
The Hidden Costs of Partial Premium Payments Pay careful attention to the hidden interest charges your clients are paying on their insurance policies -- they are higher than you think. |
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. |
