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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. mark for My Articles similar articles
The Motley Fool
February 21, 2007
Mary Dalrymple
Life Settlements Laid Out Understand this new marketplace before considering selling your life insurance. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 1, 2011
Marlene Y. Satter
Beating the Odds The life settlement industry can bring both danger and opportunity. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
December 2009
Marlene Y. Satter
Insurance Update: Kiss of Death? Life settlements can be good, but what about once they're securitized? mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2008
Mary Rowland
Lasting Legacy? A new loan program could drastically change the life settlement market. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 3, 2007
Dan Caplinger
When to Buy Long-Term Care Insurance Long-term care insurance pays out financial benefits to help you pay the expenses of nursing homes and home health care. Should you buy now, wait, or just skip the whole thing? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 8, 2004
The Lifetime Cost of a Car That spiffy car you want might cost more than you think. mark for My Articles similar articles
Financial Advisor
June 2008
Bruce W. Fraser
VUL: Pros And Cons When your clients are facing one of the more turbulent markets in recent memory, should you be recommending variable universal life insurance to your clients? mark for My Articles similar articles
The Motley Fool
December 21, 2005
Do You Need Long-Term Care Insurance? Don't put off at least thinking about it. Here are some quick guidelines to help determine your long-term care insurance needs. mark for My Articles similar articles
The Motley Fool
September 15, 2004
Selena Maranjian
Free Research From Brokerages A little shopping around can yield lots of free stock research. mark for My Articles similar articles
Insurance & Technology
October 29, 2003
Anthony O'Donnell
Aetna Offers Solution to Suit The carrier's settlement with the American Dental Association aims at communications clarity. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 12, 2005
Rick Aristotle Munarriz
RealNetworks, Microsoft Play Nice The multimedia giants make up after a heated global antitrust dispute. RealNetworks was already a cash-rich company before the settlement, but the agreement will add another $2.70 per share to the company's coffers before taxes. mark for My Articles similar articles
Registered Rep.
February 1, 2003
Jerry L. Reiter
The Blame Game It's hard to say when the targeting of financial advisors for litigation reached its peak -- or whether it has even peaked yet. So how to protect yourself? mark for My Articles similar articles
Bank Systems & Technology
February 11, 2004
Ivan Schneider
Packages Galore Real-estate settlement-services companies see green. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
September 13, 2007
Halah Touryalai
Overtime Finally Pays Off Smith Barney brokers may be the first to cash in on overtime lawsuits that have been all the rage over the last two years. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Registered Rep.
December 1, 2007
Enough Is Not Enough A group of Morgan Stanley reps involved in a race-discrimination suit say a proposed $16-million settlement is just not enough. mark for My Articles similar articles
Bank Systems & Technology
May 1, 2008
Maria Bruno-Britz
Citi Launches White-Label Settlement Service With the launch of its Domestic Settlement Service, or DSS, Citi is aiming to eliminate much of the risk in interbank foreign exchange trades. mark for My Articles similar articles
National Real Estate Investor
October 6, 2003
Pennsylvania Mall Sells for $20M An 840,000 sq. ft. shopping mall in Harrisburg, Pa., has changed hands. Feldman Equities and joint venture partner Lubert-Adler Partners bought the Harrisburg East Mall from Prudential Insurance Co. of America. The sale price was roughly $20 million, according to an industry source. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 9, 2005
Tom Taulli
Google's Left Searching for Answers Advertising is the core of Google's business. And it staved yet another attack -- this time from GEICO. While we may never know who got the better of the closed settlement, investors should have serious concerns about the sustainability of Google's business model. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
InternetNews
December 10, 2009
Microsoft Nears DoJ OK to Collect Protocol Fees The software colossus's required documentation is said to be "substantially complete," paving the way for it to again charge companies for access. mark for My Articles similar articles