Five Common Mistakes That Devalue Your Life Settlement Transaction
This article was published by the Estate Planning newsletter of the Society of Financial Service Professionals in August 2009.
Five Common Mistakes That Devalue Your Life Settlement Transaction.
Society of Financial Service Professionals
The Society of Financial Service Professionals has published their May 2008 Estate Planning newsletter, and included another life settlement article from Settlement Benefits Association.
Why Life Insurance Works In A Turbulent Market
They have an interesting article over on the National Underwriter web site about life insurance and the role the secondary market is playing in today’s financial environment:
5 Insider Tips to Obtain the Best Life Settlement Offers
Over the past few years, the Life Settlement industry has grown and matured tremendously. By some estimates, over $12 billion of life insurance was transacted during 2007. This growth has generated many positive changes in the industry, including increased legislation, the utilization of technology and the development of best practices. However, this growth has also attracted many new entrants into the marketplace. This increasing pool of industry participants has muddied the waters for many insurance producers when it comes time to decide who to partner with. Similar-sounding companies peddling comparable propositions can create the appearance that everybody is the same. However, that appearance is misleading. Many of these new entrants lack the experience to handle the many intricacies and stumbling points within the process of a Life Settlement.
As Life Settlements boom, banks, regulators circle
This article, published in the Wall Street Journal, reports how the Life Settlement different industry players are growing with the rise of the industry as a whole. Download the pdf below.
Smart responses to dumb financial decisions
This article, referencing the editors at Consumer Reports’ Money Advisor, lists Life Settlements as a smart solution to paying high premiums on a poorly performing life insurance product.
What Every Producer Should Know about Life Settlement Brokers
This article, written by Noam Weiss, explores the role of a Life Settlement broker. Download the pdf below.
What Every Producer Should Know about Life Settlement Brokers
Is a Life Settlement Right for Your Client?
This article, written by Noam Weiss, asks how to understand whether or not a client should embark upon a Life Settlement. Download the pdf below.
Is a Life Settlement Right for Your Client?
Is Your E & O at Risk?
This article, written by Noam Weiss, shows how some financial professionals are creating a potential liability by failing to utilize Life Settlements. Download the pdf below.
Recent Resources
- Speed Matters in Life Settlements
- “I highly recommend doing business with Settlement Benefits Association”
- “You are the best”
- A Life Settlement is not always the best solution
- Nobody else
- Life Settlement Integrity
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