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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 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
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
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. |
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. |
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. |
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
September 2010
Tere D'Amato |
Expert's Corner: Leveraged Philanthropy: Caution Sign Ahead If leveraged charitable insurance planning sounds too good to be true, it just might be. |
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. |
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? |
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
June 1, 2005
DeFrancesco & Salani |
A Hidden Asset How clients can turn life insurance into cold, hard cash while they're still alive. |
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
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? |
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. |
The Motley Fool
February 21, 2007
Mary Dalrymple |
Life Settlements Laid Out Understand this new marketplace before considering selling your 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. |
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. |
Investment Advisor
December 2009
Marlene Y. Satter |
Insurance Update: Kiss of Death? Life settlements can be good, but what about once they're securitized? |
Commercial Investment Real Estate
Jul/Aug 2010
David C. Hannah |
Community Banks Step Into a New Role Banks can band together with other similarly situated community banks to share the credit risk through a loan participation or syndication arrangement. |
Investment Advisor
February 1, 2011
Marlene Y. Satter |
Beating the Odds The life settlement industry can bring both danger and opportunity. |
Entrepreneur
February 2008
Crystal Detamore-Rodman |
The Real Estate Deal Shopping for a commercial real estate loan can be tricky. Here's what you need to stay balanced. |
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. |
Financial Planning
February 1, 2005
Grace W. Weinstein |
Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes. |
Commercial Investment Real Estate
May/Jun 2012
Howard W. Smith |
Financing Fundamentals These 5 tips help borrowers open the door to the right lender. |
U.S. Banker
October 2008
John Adams |
DoJ's Open Season on Subprime The Department of Justice is suing Countrywide over allegations of abuse in bankruptcy and foreclosure processes |
Financial Planning
June 1, 2006
Michael E. Kitces |
Are ILITs Dead? After the controversial Chawla decision, the status of irrevocable life insurance trusts remains ambiguous. Ultimately, financial planners must decide for themselves how aggressive to be with clients. |
Investment Advisor
July 2009
Tere D'Amato |
The IRS Weighs In If past participants of stranger-owned life insurance were promised easy money at no cost, the rules of the game have changed. |
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
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. |
Bank Technology News
January 2006
John Adams |
Wholesale Mortgages: UBOC's Broker Road Becomes Automated The lender's strategy is heavy on implementing electronic loan execution. The goal? Cutting cost and time-and eliminating paper from desks of customer-facing partners. |
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. |
Commercial Investment Real Estate
May/Jun 2008
Patrick Nugent |
Premium Advice Insurance techniques help multifamily property owners maximize value. |
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? |
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. |
InternetNews
September 25, 2009 |
Judge's Order Keeps Google Books in Limbo New York judge postpones fairness hearing for controversial settlement agreement in response to DoJ objections. |
The Motley Fool
January 24, 2007
Dan Caplinger |
The Dangers of Co-Signing Know what you're getting into before you guarantee someone else's debt. Co-signing on another person's loan is beyond the regular call of duty, and you shouldn't feel bad if you decide it's not worth risking your own financial stability to do it. |
