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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?   |
The Motley Fool
February 21, 2007
Mary Dalrymple |
Life Settlements Laid Out Understand this new marketplace before considering selling your life insurance. |
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
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. |
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. |
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? |
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
December 2009
Marlene Y. Satter |
Insurance Update: Kiss of Death? Life settlements can be good, but what about once they're securitized? |
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. |
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
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. |
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. |
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
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
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. |
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. |
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
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
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 Advisor
December 2008
Mary Rowland |
Lasting Legacy? A new loan program could drastically change the life settlement market. |
Investment Advisor
January 2010
Marlene Y. Satter |
Too Good to Be True Advisors should be wary if clients say they have been approached to purchase life insurance for eventual resale to investors. |
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
May 18, 2011
Matt Koppenheffer |
Avoiding Bad Management Life Partners Holdings management team showed its true colors when revealing the company's preliminary results. |
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
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 |
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. |
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.
August 3, 2004
John Churchill |
The Beginning of Reconstruction Advisors at firms involved in the settlement with the SEC are required to give clients access to research from three different independent providers. What impact will this have on investors and the reputations of advisors? |
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
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. |
Reason
March 2009
Ronald Bailey |
Pay Up A new study, by economists at Brigham Young University, the Brookings Institution, and the National Bureau of Economic Research, found that community rating raises premiums by 10 percent to 17 percent for individual policies and by 21 percent to 33 percent for family policies. |
The Motley Fool
April 23, 2009 |
Why You Need a Renewable Term Life Policy How to attain ongoing life insurance coverage regardless of your health. |
