Robin & Peter's Newsletters

Robin & Peter On Life Settlements

Robin & Peter On Life Settlements

Here's a collection of all of Robin and Peter's newsletters dating back to 2009. They are the foremost authors on the topic of Life Insurance Settlements. Please feel free to enjoy this content.

2026

2025

Issue No. 145, November 24 2025 The Origin Of The Life Settlements Industry

Issue No. 144, September 25, 2025 Who Represents Your Side?

Issue No. 143, July 22, 2025 One Big Beautiful Estate Planning Dilemma!

Issue No. 142, July 8, 2025 It's Time for Advisors to Accept Responsibility

Issue No. 141, May 7, 2025 Can a Life Settlement Be the Missing Link?

Issue No. 140, March 25, 2025 It Can't Hurt to Try - It Can Only Hurt Not To!

Issue No. 139, January 28, 2025 Prospecting for Life Settlements: Life Settlements: Three Red Flags

2024

Issue No. 138, December 3, 2024 Prospecting for life Settlements: Do You Have Too Much Life Insurance?

Issue No. 137, October 8, 2024 Business Life Insurance and Life Settlements

Issue No. 136, Aug 13, 2024 A Possible Life Settlement in the Future Is No Excuse For Underfunding a Policy Today

Issue No. 135, May 29, 2024 Everyone Is Talking About Life Settements - Are You?

Issue No. 134, April 4, 2024 Will Your Clients' Life Insurance Expire Before They Do?

Issue No. 133, January 31, 2024 Are Your Clients Bypassing You For Life Settlement Policies?

2023

Issue No. 132, November 15, 2023 The 2 Best Life Settlement Opportunities Are the 2 Most Overlooked Ones

Issue No 131, September 12, 2023 Do You Have a Life Insurance Settlement Case? 3 Things To Know

Issue No 130, June 27, 2023 Life Settlements: Letters Of Competency

Issue No 129, May 9th, 2023 Life Settlements One More WAy To Add Value For Your Client

Issue No 128, March 28th 2023 Should I Advise a Client to Sell a Life Insurance Policy at a loss?

Issue No 127, February. 16th, 2023 A Refresher on the taxation of Life Settlements

Issue No. 126, January 12, 2023 Life Settlements + Orphan Policyholders equal a win win

2022

Issue No. 125, October 25, 2022 Ignorance About Life Settlements Can Be Scary

Issue No. 124, August 17, 2022 If Only We Knew - Don't Let an Opportunity Lapse!

Issue No. 123, June 7, 2022 2021 Life Settlement Numbers Reveal A Thriving Industry

Issue No. 122, April 12, 2022 Now's the Time To Talk with Accountants about Life Settlements

Issue No. 121, February 23, 2022 Unaware of Term Life Settlements - It's Time You Knew

2021

Issue No. 120, December 7, 2021 The Two Top Sellers Now

Issue No. 119, September 30, 2021 Life Settlements Offered By Insurance Companies?

Issue No. 118, August 17, 2021 Insurers Behaving Badly?

Issue No. 117, June 24, 2021 Confronting Underfunded Universal Life

Issue No. 116, May 20, 2021 Life Settlements: How To Find Them With Two Easy Questions

Issue No. 115, April 13, 2021 Life Settlements: How To Find Them With Two EAsy Questions

Issue No. 114, February 2, 2021 Recent Revenue Ruling: Favorable Life Settlement TAx Treatment and Clarification of Term Insurance Basis

2020

Issue No. 113, December 1, 2020 3 Ways to Miss Out On Maximizing the Value of a Life Settlement

Issue No. 112, September 15, 2020 Life Settlement Prospecting: Focus On Potential Lapses

Issue No. 111, July 22, 2020 A Life Settlement Can Help Struggling Busienss Owners Get Through The Pandemic

Issue No. 110, June 18, 2020 Life Settlemtn Cases with Interesting Outcomes

Issue No. 109, April 7, 2020 What You Need to Tell Your Clients Now

Issue No. 108, February 20, 2020 Sell Now Or Sell Later?

Issue No. 107, January 9, 2020 Can You Do a Life Settlemtn on a Healthy Insured?

2019

Issue No. 106, November 20, 2019 Solving the Mystery of Term Life Settlements

Issue No. 105, October 24, 2019 Time is Running Out on 20-Year Term

Issue No. 104, October 3, 2019 Protecting a Retirement Nest Egg with a Life Settlement

Issue No. 103, August 13, 2019 Life Settlements and Long-Term Care

Issue No. 102, June 13, 2019 The Life Settlement Market Grew Significantly in 2018, But did YOU Participate in the Growth?

Issue No. 101, May 1, 2019 Life Settlement Appraisals: How Valuable Are They?

Issue No. 100, March 19, 2019 Creating Awareness for the 100th Time!

Issue No. 99, January 24, 2019 Life Settlements: 5 That Didn't Get Away

2018

Issue No. 98, November 1, 2018 Is It Too Late for a Life Settlement?

Issue No. 97, September 6, 2018 The 3 Rights of Life Settlement Prospecting

Issue No. 96, June 26, 2018 The TCJA Changed Some Trust Clients Needs for Life Insurance - Here are 5 Ways to Respond

Issue No. 95, May 1, 2018 How to Prospect for Life Settlements

Issue No. 94, March 8, 2018 Life Settlements Can Add Living Benefits to a Life Insurance Policy

Issue No. 93, January 25, 2018 The New Tax Law and Life Settlements: A Closer Look

2017

Issue No. 92, December 27, 2017 Life Settlement Market Enhanced by New Tax Law

Issue No. 91, November 20, 2017 Are Producers Guilty of Letting Their Clients Miss Out On Life Settlement Opportunities?

Issue No. 90, September 19, 2017 Turn Term Policies into Case with a Life Settement

Issue No. 89, August 15, 2017 The Long-Term Care Crisis and Life Settlements

Issue No. 88, July 13, 2017 To Sell or Not to Sell - That Should Not Be The Question!

Issue No. 87, June 14, 2017 A Victory for Florida Life Insurance Consumers

Issue No. 86, May 9, 2017 Proposed Tax Bill Would Clarify Tax Treatment of Life Settlements

Issue No. 85, April 20, 2017 Life Settlement Opportunities for Business Life Insurance

Issue No. 84, March 1, 2017 A Life Settlement and Replace Strategy That Remains Viable

Issue No. 83, January 31, 2017 The Life Settlement Market Is Heating Up!

2016

Issue No. 82, November 2, 2016 Life Settlements and Your Fiduciary Responsibility

Issue No. 81, September 13, 2016 Why Are Producers Still Being Prevented From Bringing the Value of a Life Settlement to Their Clients?

Issue No. 80, July 12, 2016 More Life Settlement Providers Going Direct - Sidestepping Producers

Issue No. 79, June 14, 2016 Life Settlements: What You Don't Know Can Hurt You!

Issue No. 78, May 3, 2016 When Is a Life Settlement a Possibility - What Does It Take For a Life Settlement To Work?

Issue No. 77, March 22, 2016 Tax Uncertainties Linger for Life Settlements

Issue No. 76, February 11, 2016 Is it Wise to Go Direct to a Life Settlement Provider?

2015

Issue No. 75, December 1, 2015 Surrender Value for Term Insurance?

Issue No. 74, October 28, 2015 Facing the Challenge of Increased COIs? A Life Settlement Can Help!

Issue No. 73, September 30, 2015 7 of the Most Common Life Settlement Situations

Issue No. 72, August 18, 2015 5 Dangerous Misconceptions about Life Settlements

Issue No. 71, July 16, 2015 Recent Cases Show How Life Settlements Uncover Surprising Value

Issue No. 70, May 27, 2015 Lack of Knowledge Results in Lack of Policy Flow and Shortchanged Consumers

Issue No. 69, April 23, 2015 It's Time to Re-Introduce Accountants to Life Settlements

Issue No. 68, March 4, 2015 Who Does What in a Life Settlement Transaction?

Issue No. 67, February 5, 2015 The Curious Case of Mutual Life Insurance Companies and Life Settlements

Issue No. 66, January 7, 2015 Is Whole Life Too Good for a Life Settlement?

2014

Issue No. 65, December 2, 2014 Retained Death Benefit Life Settlements: Uncertainties That Need To Be Considered

Issue No. 64, October 29, 2014 Could You Have Helped These People?

Issue No. 63 How the New TCJA Ta Law Affects Life Settlements

Issue No. 62, August 26, 2014 Working With Advisors: The Good, the Bad, and the Ugly

Issue No. 61, July 23, 2014 4 Cases That Show How the Life Settlement Market Has Bounced Back

Issue No. 60, June 26, 2014 Life Settlements and Insurable Interest

Issue No. 59, May 20, 2014 Delivering a Death Claim or Life Settlement Check: What's It REally All About?

Issue No. 58, April 23, 2014 California Life Settlement Suit Against Insurer Could Mean Trouble for Producers

Issue No. 57, March 25, 2014 Life Settlements Are Making a Big Comeback!

Issue No. 56, February 19, 2014 What Makes a Case?

Issue No. 55, January 16, 2014 All the Pieces Are In Place for a Boom in Life Settlements

2013

Issue No. 54, November 14, 2013 Life Settlements: What You Don't Know Can Hurt You

Issue No. 53, October 16, 2013 3 Highlights from the LISA Fall Meeting

Issue No. 52, September 19, 2013 Now is the Time to Review Your Clients' ILITs

Issue No. 51, August 13, 2013 Things Are Looking Up for Life Settlements

Issue No. 50, July 16, 2013 A Practical Look at Medicaid Life Settlements

Issue No. 49, June 12, 2013 5 Highlights from the LISA Conference

Issue No. 48, May 14, 2013 Medicaid Life Settlements

Issue No. 47, April 15, 2013 Now More Than Ever: Accountants as Centers of Influence

Issue No. 46, March 13, 2013 Look What We Found

Issue No. 45, February 7, 2013 Clarity for Life Settlement Taxation Falls Off The "Cliff"

Issue No. 44, January 8, 2013 Life Settlements and the "Fiscal Cliff"

2012

Issue No. 43, November 29, 2012 Top Two Takeaways from the LISA Fall Conference

Issue No. 42, November 5, 2012 Should You Plan for a Life Settlement

Issue No. 41, September 20, 2012 Informing Your Clients about Alternatives to a Life Settlement

Issue No. 40, August 15, 2012 Life Settlements and The New York Times

Issue No. 39, August 8, 2012 The Two Sentence Sales Track

Issue No. 38, July 12, 2012 Take a Close Look at Term Before It Lapses

Issue No. 37, June 8, 2012 Betty White Life Insurance Video

Issue No. 36, May 8, 2012 Calling All Accountants

Issue No. 35, April 4, 2012 Is Waiting on the Sidelines the Right Strategy?

Issue No. 34, March 1, 2012 Life Health Pro

Issue No. 33, February 15, 2012 Tax Bill Would Impact Life Settlements and More

Issue No. 32, January 1, 2012 10 Reasons To Think About Life Settlements in 2012

2011

Issue No. 31, December 1, 2011 100 Years of Life Settlements

Issue No. 30, October 13, 2011 Another Nail in STOLI's Coffin

Issue No. 29, September 27, 2011 "Paid-Up" Life Settlements: What You Need To Know

Issue No. 28, August 23, 2011 Policy Reviews: More or Less?

Issue No. 27, July 14, 2011 Term is Hot!

Issue No. 26, June 15, 2011 The Tax Treatment of Life Settlements Revisited

Issue No. 25, May 12, 2011 Good News from the LISA Meeting

Issue No. 24, March 31, 2011 Learning More About Life Settlements

Issue No. 23, March 2, 2011 Making the Best Out of Bad Situations

Issue No. 22, January 25, 2011 Looking Ahead

2010

Issue No. 21, November 30, 2010 Setting the Record Straight on Kramer

Issue No. 20, October 29, 2010 Don't Overlook the Hidden Value in Term Policies

Issue No. 19, September 22, 2010 Yes....Policies Are Still Being Sold!

Issue No. 18, August 25, 2010 STOLI on the Rocks?

Issue No. 17, July 27, 2010 STOLI vs. STOLI

Issue No. 16, June 23, 2010 You Can't Tell the Players Without a Scorecard

Issue No. 15, May 19, 2010 The Latest from the LISA Conference

Issue No. 14, April 21, 2010 Life Settlements: The WAy to an Advisor's Heart

Issue No. 13, March 24, 2010 Life Settlement Sheds Light on Important Planning Tip

Issue No. 12, February 24, 2010 Top Situations for a Life Settlement

Issue No. 11, January 20, 2010 What You Should Know About Settling Problem Policies

2009

Issue No. 10, December, 2009 Life Settlement Industry Hails Victory in New York

Issue No. 9, November 12, 2009 Here's the Latest from the LISA Conference

Issue No. 8, October 15, 2009 Life Settlement Brokers - Who Needs Them?

Issue No. 7, September 10, 2009 The Sky Is Falling - Or Is It?

Issue No. 6, September 3, 2009 The Capital Is Back!

Issue No. 5, August 4, 2009 The State of the Market: Life Expectancies

Issue No. 4, July 7, 2009 Two New Life Settlement Laws Advance Consumer Rights

Issue No. 3, June 2, 2009 New IRS Ruling on Tax Treatment of Life Settlements

Issue No. 2, May 12, 2009 New Opportunities to Settle Term Policies

Issue No. 1, April 20, 2009 The State of the Market: Supply and Demand

The Taxation of Life Settlements: What You Need To Know

March 27, 2026

Life Settlements: Two Policies to Focus on Now!

March 27, 2026

Which of Your Client’s Life Insurance Policies Can Be Cashed Out?

March 23, 2026

Are There Age Restrictions for Selling My Life Insurance Policy?

March 23, 2026

Financial Relief for Terminally Ill Patients

February 20, 2026

Beating the Odds: What Happens If You Outlive a Viatical Settlement?

February 20, 2026

Best Uses for Insurance Settlement Funds

February 20, 2026

Maximizing the Value of Your Life Insurance Settlement

February 20, 2026

Is Your Life Insurance Policy a Hidden Asset?

January 21, 2026

How Life Settlements Can Transform Your Advisory Practice

January 21, 2026

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