Life Settlements

Life Settlements
Case Studies
PowerPoint Presentation
LIS Qualifying Worksheet
Industry Articles

Industry Articles

In recent years, articles and studies have been written and published by experts from various backgrounds and occupations regarding the life settlement industry and its benefits to society as a whole. LIS has compiled a library of examinations that shed light on the beneficial relevance of settlement transactions to the public and financial professionals.


Studies and articles of interest include the following:

Life Settlements: A New Alternative for Troubled Irrevocable Life Insurance Trusts
By Peter N. Katz, JD, CLU, ChFC

When Business Situations Change, Life Settlement Opportunities Arise
By Peter N. Katz, JD, CLU, ChFC

Life Insurers Face the Future Grudgingly new
By Holman W. Jenkins, JR. - WSJ

Cashing in on Unneeded Life Insurance Policies new
LISA Whitepaper

Discovering Untapped Sources in the Life Settlement Industry
By Robert Weiner and Sergio Franco

http://www.criterioneconomics.com/docs/
doherty_singer_secondary_market.pdf
Neil A. Doherty of the Wharton School and Hal J. Singer of Criterion Economics L.L.C.

http://www.aicpa.org/pubs/jofa/oct2001/alexand.htm
How clients can recover significant wealth that may be trapped in unneeded life insurance.

Clients May Hold Millions in Untapped Insurance Wealth, Study Finds

Life Settlements and Trust Accounts: A Possible Modifcation of the Trustee's Responsibility  

Article from SMA - Leaders in Life Settlement
Senior Settlements - To sell or not to sell?

Clearing Up Common Misconceptions About Life Settlements

Life Settlements - An Idea Whose Time Has Come

The Producer's Role In a Life Settlement

Converting a Term Policy for a Life Settlement

The Secondary Market for Life Insurance is Poised to go Mainstream - Are You Ready?

Business Uses for Life Settlements

"Life Settlements as a Viable Option"
  Harold Ingraham, et.al., from the September 2004 Journal of Financial Service Professionals