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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. |
The Motley Fool February 21, 2007 Mary Dalrymple |
Life Settlements Laid Out Understand this new marketplace before considering selling your life insurance. |
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. |
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. |
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 February 1, 2011 Marlene Y. Satter |
Beating the Odds The life settlement industry can bring both danger and opportunity. |
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. |
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. |
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 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 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 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 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? |
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 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. |
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 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. |
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? |
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. |
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. |
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. |
Financial Advisor December 2008 Mary Rowland |
Lasting Legacy? A new loan program could drastically change the life settlement market. |
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. |
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? |
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. |
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. |
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. |
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. |
The Motley Fool October 8, 2004 |
The Lifetime Cost of a Car That spiffy car you want might cost more than you think. |
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? |
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. |
The Motley Fool September 15, 2004 Selena Maranjian |
Free Research From Brokerages A little shopping around can yield lots of free stock research. |
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. |
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. |
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. |
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? |
Bank Systems & Technology February 11, 2004 Ivan Schneider |
Packages Galore Real-estate settlement-services companies see green. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |