Archive for the ‘Settlement Watch’ Category
Tuesday, May 13th, 2008
This is part 6, the final segment, of the third roundtable of life settlement executives sponsored by National Underwriter.The roundtable was held on Paradise Island in the Bahamas on October 11, 2007, with representatives from 9 settlement provider and broker firms taking part in the discussion. It was co-moderated by ...
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Tuesday, May 13th, 2008
A little discussed aspect of the baby boomers’ known proclivity for spend-spend-spending and the resulting mountain of debt is the impact this may have on demand for life settlements in the future.
Therefore, Scott Willkomm’s reference to this relationship in a recent National Underwriter article was welcome. “The impairment of retirement ...
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Tuesday, May 13th, 2008
By Matt Brady
The secondary market can provide advisors with an opportunity to help clients improve their insurance picture, and to re-emphasize the need for purchasing insurance in the first place, according to an estate attorney.
Speaking at the annual meeting of the Association for Advanced Life underwriting in Washington, Christopher ...
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Tuesday, May 13th, 2008
The question was: I recently completed an annual review for a 67-year-old client who will be entering retirement. He purchased a ,000,000 term policy 5 years ago and we have determined that he still has a need for the insurance. We are considering converting it to a permanent guaranteed UL ...
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Tuesday, May 13th, 2008
The question was: Some life settlement companies are beginning to look at the idea of buying smaller face value policies than settled in the past. What was considered the traditional “floor” value of a policy to be sold on the secondary market?
a) millionb) millionc) 0,000d) 0,000
The answer is: c). In past years, ...
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