LIFE SETTLEMENTS BLOG AND NEWS
Our Newsletter
The Taxation of Life Settlements: What You Need To Know
Issue No. 147, March 12, 2026 The Taxation of Life Settlements: What You Need to Know Since we are now deep into tax season, we thought this would be a good time to review the tax consequences to the seller of a policy in a life settlement. For each transaction, the policyholder usually gets…
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Life Settlements: Two Policies to Focus on Now!
Issue No. 146, February 26, 2026 Life Settlements: Two Policies to Focus on Now! Now is the time to take another look at term policies and secondary guarantee policies. Term Policies We have often stressed the importance of timeliness when it comes to life settlements involving term policies because it is crucial that the life…
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Which of Your Client’s Life Insurance Policies Can Be Cashed Out?
As a financial professional, identifying which assets serve your clients best is a top priority. When a policy is no longer needed or premiums become burdensome, a life insurance settlement offers a powerful exit strategy. At Life Insurance Settlements, Inc., we help agents and brokers determine which policy types qualify for a high-value secondary market…
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Are There Age Restrictions for Selling My Life Insurance Policy?
Many policyholders eventually find that their life insurance no longer fits their financial needs. If you are considering cashing out your life insurance, you might wonder if your age prevents you from qualifying. At Life Insurance Settlements, Inc., we help you navigate these requirements to unlock the maximum life insurance cash value from your unwanted…
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Financial Relief for Terminally Ill Patients
Facing a terminal diagnosis is an overwhelming experience that brings not only emotional strain but significant financial pressure. At Life Insurance Settlements, Inc., we understand that medical bills and care costs add up quickly. A viatical settlement offers a powerful way to unlock the value of your life insurance policy when you need it most.…
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Beating the Odds: What Happens If You Outlive a Viatical Settlement?
Facing a terminal diagnosis is overwhelming, but outliving your prognosis is a triumph. At Life Insurance Settlements, Inc., we help you navigate the financial freedom a viatical settlement provides. If you “beat the odds,” you may wonder about the implications for your settlement. Rest assured, your payout is yours to keep, regardless of your health…
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Best Uses for Insurance Settlement Funds
Deciding to sell your policy is a major financial milestone. At Life Insurance Settlements, Inc., we help you unlock significant capital from unneeded coverage. However, receiving a lump sum is only the first step. Understanding how to strategically deploy these funds is essential for securing your long-term comfort and maintaining your overall financial independence. Eliminating…
Read MoreOur Podcast
Transforming Life Insurance into Retirement Assets with Steven Zeiger (Ep.11)
What happens when a life insurance policy doesn’t perform as expected? In this episode, Mark Mrky and Rob Haynie chat with Steven Zeiger, from KB Financial, about the often-misunderstood world of life insurance costs and performance evaluations. Steven, known for his independent research and advisory services, offers a fresh perspective on how to assess the…
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Analyzing Life Settlements from the Buyer’s and Investor’s Perspective with Jose Garcia
Life settlements are a fascinating aspect of the financial world, providing a secondary market for life insurance policies that benefits both policy sellers and institutional investors. However, some sellers may have concerns about the use of their policies after selling them. That’s why this week, we want to address those concerns. In our latest episode,…
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The Secrets of Life Expectancy Underwriting for Life Settlements with Vincent Granieri (Ep. 8)
Life expectancy is a crucial factor in many aspects of life, such as retirement planning, life insurance, and health care. But it is also a huge component when selling your life insurance policy! However, estimating how long someone will live is not an easy task, as it depends on various factors, such as medical history,…
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Life Settlements vs. The Life Insurance Industry – Part 2 with Alan H. Buerger (Ep. 7 is LIVE)
Many people buy life insurance policies without fully understanding their options, benefits, and risks. Life settlements are an alternative option that can help policy owners unlock the hidden value of their life insurance policies and use them for their own needs. However, life settlements are not widely known or understood by the public, and they…
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A Journey Through Life Settlements – Part 1 with Alan H. Buerger (Ep. 6
Life insurance is a valuable asset that can provide financial security for your loved ones. But what if you no longer need or want your policy? Have you heard of life settlements? Wondering how it can help you free up money for your retirement, health care, or other needs? This week on Unlocking the Hidden…
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Life Settlements: The Buyer’s Perspective with Richard Beleutz (Ep. 5)
You might have heard about the exciting potential of life settlements for advisors and clients alike, but have you ever wondered who the buyers are and what drives their investments? Join Mark Mrky and Rob Haynie for an informative episode, as they welcome Richard Beleutz, the founder and chief executive officer of AIR Asset Management.…
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Advisors, Here’s What You Need To Know About The Life Insurance Settlement Association (LISA) with Bryan Nicholson (Ep. 4)
The life settlement industry can be complex, leaving individuals and financial advisors overwhelmed with information and struggling to navigate it effectively. But fear not, as this episode is all about sharing the strategies needed to maximize the benefits of life settlements. Mark Mrky and Rob Haynie are joined by the Executive Director of the Life…
Read MoreSettlement News
Transforming Life Insurance into Retirement Assets with Steven Zeiger (Ep.11)
What happens when a life insurance policy doesn’t perform as expected? In this episode, Mark Mrky and Rob Haynie chat with Steven Zeiger, from KB Financial, about the often-misunderstood world of life insurance costs and performance evaluations. Steven, known for his independent research and advisory services, offers a fresh perspective on how to assess the…
Analyzing Life Settlements from the Buyer’s and Investor’s Perspective with Jose Garcia
Life settlements are a fascinating aspect of the financial world, providing a secondary market for life insurance policies that benefits both policy sellers and institutional investors. However, some sellers may have concerns about the use of their policies after selling them. That’s why this week, we want to address those concerns. In our latest episode,…
The Secrets of Life Expectancy Underwriting for Life Settlements with Vincent Granieri (Ep. 8)
Life expectancy is a crucial factor in many aspects of life, such as retirement planning, life insurance, and health care. But it is also a huge component when selling your life insurance policy! However, estimating how long someone will live is not an easy task, as it depends on various factors, such as medical history,…
Life Settlements vs. The Life Insurance Industry – Part 2 with Alan H. Buerger (Ep. 7 is LIVE)
Many people buy life insurance policies without fully understanding their options, benefits, and risks. Life settlements are an alternative option that can help policy owners unlock the hidden value of their life insurance policies and use them for their own needs. However, life settlements are not widely known or understood by the public, and they…
A Journey Through Life Settlements – Part 1 with Alan H. Buerger (Ep. 6
Life insurance is a valuable asset that can provide financial security for your loved ones. But what if you no longer need or want your policy? Have you heard of life settlements? Wondering how it can help you free up money for your retirement, health care, or other needs? This week on Unlocking the Hidden…
Life Settlements: The Buyer’s Perspective with Richard Beleutz (Ep. 5)
You might have heard about the exciting potential of life settlements for advisors and clients alike, but have you ever wondered who the buyers are and what drives their investments? Join Mark Mrky and Rob Haynie for an informative episode, as they welcome Richard Beleutz, the founder and chief executive officer of AIR Asset Management.…
Advisors, Here’s What You Need To Know About The Life Insurance Settlement Association (LISA) with Bryan Nicholson (Ep. 4)
The life settlement industry can be complex, leaving individuals and financial advisors overwhelmed with information and struggling to navigate it effectively. But fear not, as this episode is all about sharing the strategies needed to maximize the benefits of life settlements. Mark Mrky and Rob Haynie are joined by the Executive Director of the Life…
Educating Advisors on Life Settlements: Get Ready To Learn From A Top Insurance Advisor (Ep. 3)
Let’s dive into a topic that can help both advisors and their clients: life settlements. Advisors may shy away from discussing them, but they may not completely understand the valuable benefits they offer the parties involved. In this episode, Mark Mrky and Rob Haynie invite John McWilliams, the President of Colorado Brokerage Group, LLC, for…
Life Settlements: A Win-Win for Clients and Advisors (Ep. 2)
It’s time to uncover a financial secret that might be hidden in plain sight. Whether you’re an advisor or a client, this could be a valuable opportunity for you. Join Mark Mrky and Rob Haynie in this episode as they shed light on the life settlement process, sharing real-life success stories and discussing how it…
Exploring the Benefits of Life Settlements with Mark Mrky and Rob Haynie (Ep. 1)
Are you struggling to keep up with payments on your life insurance policy? Discover how you can secure a good payout and enjoy a comfortable retirement by selling your policy by streaming the inaugural conversation of Unlocking the Hidden Value of Your Life Insurance! This week, Mark Mrky and Rob Haynie from Life Insurance Settlements,…
