Life Settlement Tax Guide

The essential resource

Life Settlement Tax Guide 2016-10-21T06:39:32+00:00

Often, the biggest hurdle in pursuing the sale of a life insurance policy revolves around the potential taxation of any proceeds from the transaction. To make a fair and accurate analysis of any life settlement options, policy owners and insureds must understand how the transaction can impact their bottom line. Furthermore, like most things related to the tax code, the answer is not always simple.

Download the ultimate Life Settlement tax reference to:

  • Learn the basic types of life insurance settlement transactions
  • Learn the tax definitions of “terminally ill” and “chronically ill”
  • See examples of how a gain(loss) is calculated