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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.
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.
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.
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?
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 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.
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.
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.
Financial Advisor December 2008 Mary Rowland	Lasting Legacy? A new loan program could drastically change the life settlement market.
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 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 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 February 1, 2011 Marlene Y. Satter	Beating the Odds The life settlement industry can bring both danger and opportunity.
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.
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 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 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.
Entrepreneur December 2007 Scott Bernard Nelson	Death Trap Ahead Death bonds may sound like a good investment - but are they?
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
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.
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.
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 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. May 20, 2014 Alan Lavine	Should You Buy a Critical Care Rider? More than 10 insurers, including American General, Prudential and Nationwide Guardian, have added chronic illness riders to their life insurance policies, according to published reports.
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 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.
Bank Systems & Technology September 27, 2004 Peggy Bresnick Kendler	Clearing and Settlement Technology can be a powerful ally for banks looking to streamline their clearing and settlement processes and mitigate settlement risk. But to effectively compete in the global arena, financial institutions will have to adopt standards and work together.
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 21, 2014 Alan Lavine	Should You Use Term Insurance for Younger Clients? Financial advisors often favor term insurance for young couples. The cost savings over permanent life can be used to fund other financial planning needs.
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 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.
The Motley Fool June 6, 2005 Stephen D. Simpson	Bristol-Myers' Paltry Penalty A reported settlement with the DOJ will put an end to an ugly scandal at the pharmaceutical, but the fine doesn't seem to fit the crime. As is always the case, the current shareholders will pay for the sins of past management.
Registered Rep. July 1, 2004 Bill Singer	When Silence Isn't Golden Reps may not inhibit customers or other parties from providing information, documents or testimony or from cooperating otherwise with a regulator in an investigation of alleged violations, even after a settlement.
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.
IndustryWeek August 1, 2007 Brad Kenney	Are You A Software Pirate And You Don't Even Know It? Business Software Alliance aims to stem the tide of pirated business software in manufacturing.
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 February 11, 2005	Trade Dates vs. Settlement Dates What is the difference between "trade date" and "settlement date," and which should you use on your taxes?
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.
InternetNews June 15, 2004 Susan Kuchinskas	PayPal to Pay Up on Class Action Suit The person-to-person payment enabler will pay up for alleged mess-ups.
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 January 28, 2008 Dan Caplinger	Travel Abroad? Get Back Some Money It's time for credit card companies to pay you back. The result of a recent suit was a settlement that could get you some money back if you've paid currency-conversion fees while traveling in a foreign country between 1996 and 2006.
OCC Bulletin April 21, 2006	Guidance for Filing Notices of Proposed Class Action Settlements New notification requirements apply to a wide range of federal and state depository institutions, and entities thereof, that are defendants in proposed class action settlements.
The Motley Fool January 13, 2011 June Walbert	Ask June: Your Credit and Debt Settlements Personal finance questions on credit are answered for military personnel.
Financial Planning February 1, 2012 Ingrid Case	Fighting Back Balance Point Divorce Funding of Beverly Hills, advances divorcing spouses money to pay household expenses, lawyers, forensic accountants and other professionals. In return, the firm takes a share of the larger settlements its clients hope to win.
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.
Financial Planning July 1, 2005 Ed Slott	IRS Okays IRA Settlements The agency's new ruling solves one big problem. But the thorny issue of income taxes on attorneys' fees remains.
Bank Systems & Technology July 23, 2009 Maria Bruno-Britz	J.P. Morgan Introduces Total Settlement A/P Tool Total Settlement is designed to help the bank's treasury clients better connect with their suppliers.
The Motley Fool August 10, 2006 Tim Beyers	TASER Tames Legal Tussles A shrewd settlement deal could prove to be very cheap. There's still good reason to remain skeptical of every news announcement that comes from TASER. Investors, take note.
Investment Advisor December 2009 Marlene Y. Satter	Insurance Update: Kiss of Death? Life settlements can be good, but what about once they're securitized?
InternetNews July 30, 2004 Susan Kuchinskas	PayPal Payout Pending If you opened a PayPal account between October 1999 and January 2004, you may be entitled to a payment from a class action settlement.