You Probably Don’t Qualify For A Life Settlement. Here’s Why.
Most people don’t qualify, despite what the commercials might suggest. Life settlements are typically for policyholders over age 75 or those with serious health conditions.
My face when I hear the life settlement market has evolved.
Life settlements have a troubled history. And the current climate isn’t much better. Policyholders today are urged to at least consult an independent broker before making a decision.
Three Questions to Ask Your Life Settlement Company
Before moving forward, ask these questions to gauge transparency, culture, offers, and pressure tactics when dealing with life settlement companies.
The ‘Tax Cuts and Jobs Act of 2017’ Benefits Policyholders In 2025
For decades, the tax treatment of life settlement transactions discouraged people from selling their policies. The “TCJA’ changed that.
Most Tax Professionals Aren’t Familiar With Life Settlements
Before you cash in your policy, you might have questions about how the IRS will tax your proceeds. Send this to your accountant.
Who Buys Life Insurance Policies? Comparing the Top Companies
Are there companies that will buy life insurance policies? – the answer is yes. Here’s a review of the more reputable ones.
A Volatile Stock Market Has Investors Eyeing Life Settlements
Advantage policyholder. In times of market volatility, non-correlated assets like life settlements gain traction.
Get the Most for Your Policy—Without Killing the Deal
How your policy is presented to the market can mean the difference between a polite yawn and a bidding war.
NYC Resident Secures Dream Car With A Viatical Settlement Broker
See how a life settlement broker helped a NYC man secure his dream car.
New Regulations Look To Increase Consumer Confidence In Life Settlements
The State Insurance Commissioners currently regulate life settlements in 45 states, an estimated 90% of the total US population are all covered by regulations and protections.