Life Settlement Tax Considerations It might seem that tax codes are designed to confuse the average American, but seniors looking to maximize their retirement income will benefit greatly from understanding tax revisions that can make life settlements more favorable. Magna’s “Life Settlement Tax Considerations” to the changes in the tax laws and their effect on… Download Now >
The dynamic nature of the life settlement market guided the creation of a comprehensive Life Settlement Industry Report. To present the landscape of the life settlement market as a whole, this report relies on growth data over the past four years as well as the increasingly competitive nature of the industry. A thorough discussion of the three… Download Now >
Many senior Americans are stuck paying premiums on a life insurance policy that no longer serves their needs, but it doesn’t have to be that way. With a life settlement, that burdensome policy can be transformed from a liability into an asset, and a situation that usually favors the insurance company can shift to provide a windfall for… Download Now >
Life insurance policyholders are consumers who have the right to know the product they own and the options they have regarding that product, but often insurance companies use such confusing language that their clients feel lost. For seniors, there are really three simple options for a life insurance policy, and the right path could be different for each… Download Now >
Misunderstanding about the life settlement market causes many seniors to disregard what can be an excellent option for an unneeded life insurance policy. Fortunately, the guidelines of life settlements and the variables that affect an individual’s eligibility for a settlement are easy to grasp, and investigating the settlement option can be a difference maker for a senior seeking extra… Download Now >
When life insurance policyholders aren’t informed that a life settlement is an option for them, they could be missing out on a potential windfall. One study shows that 79 percent of seniors wish that their financial advisor had educated them about life settlements. So what does an advocate need to understand about the math behind life settlements to… Download Now >
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