February 4, 2012

Wisconsin Enacts Anti-STOLI Law

Wisconsin Gov. Jim Doyle, D, has signed into law S.B. 513, which requires that a life insurance policy be in force at least five years before it can be sold in the life settlement market.

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Luxembourg Life Settlement Fund Offers Non-Correlated Investment Opportunities

LUXEMBOURG–(Marketwire – May 11, 2010) –  The Directors of Fortress International are delighted to announce the launch of their Luxembourg Life Fund, Fortress International Capital & Partners SCS, which has started to receive subscriptions. Qualified investors residing in tax treaty countries can now take advantage of this transparent and efficient investment vehicle. The fund is to issue its first share price June 1st, 2010 and it is targeting annual returns of 8 to 10%.

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Life Settlement Expert: News, Appraisals, Information, Research, Advice – Everything Life Settlements

Index Shows Life Settlement Activity Up Sharply

The Amrita Life Settlement Index rose about 29% in April.

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Life Settlement Expert: News, Appraisals, Information, Research, Advice – Everything Life Settlements

Index Shows Life Settlement Activity Up Sharply

The Amrita Life Settlement Index rose about 29% in April.

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Life Settlement Expert: News, Appraisals, Information, Research, Advice – Everything Life Settlements

Leading Chief Underwriting Officer Authors Seminal Paper on Managing Rate Increases for Insurance…

STAMFORD, Conn., May 10 /PRNewswire/ — Edward Hui, Chief Underwriting Officer for Caldwell Life Strategies (“Caldwell”), an asset manager providing life settlement and related investing solutions, recently authored a paper on managing rate increases on life insurance policies, which appears in the

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Ask the expert: How does straight-through processing help?

This article answers the question: If my broker uses “straight through processing” for the policies I submit for life settlement offers, how does that impact the outcome for my clients?

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Life Settlement Expert: News, Appraisals, Information, Research, Advice – Everything Life Settlements

Quiz Question: Are seniors aware of settlements?

This article answers this question: A recent survey found that what percentage of seniors is unaware of the option to sell unwanted life policies as a life settlement?

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long term care: News, Appraisals, Information, Research, Advice – Everything Life Settlements

Appeals Court Overturns Florida Settlement Ruling

The 11th U.S. Circuit Court of Appeals has ruled in favor of the Florida Office of Insurance Regulation in connection with litigation with a life settlement firm.

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Life Settlement Expert: News, Appraisals, Information, Research, Advice – Everything Life Settlements

LISA Blasts Stranger-Originated Annuities

The Life Insurance Settlement Association is asking regulators and life insurers to do more to stamp out stranger-originated annuity transactions.

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Life Settlement Expert: News, Appraisals, Information, Research, Advice – Everything Life Settlements

Baby Boomers Financially Rescued With Life Settlements

If you’re afraid of this Financial Crisis, Seniors over age 70, look to your estate plan for help

Most seniors’ assets have been pummeled in the financial markets, losing as much as 40% of their hard earned retirement. The stock market and related Real Estate investments under the current situation are not easily liquidated without suffering enormous losses. The most authoritative advisors are uncertain with regard to when the market will begin to stabilize. This brings concern as to how many will survive this “Perfect Storm”. If you are over 70, you may find a financial “life raft” in your estate plan. Seniors over 70 are finding the Large Life Insurance Policies they purchased to pay estate taxes can be sold at a considerable profit. A Newport Beach builder found 1.5 million in his term policy that was about to expire. It is imperative for all of us to keep our business and family safe, valuing all your assets in today’s values will help you make the plans necessary to weather this perfect storm. Life insurance that was purchased for the future death of the insured could now be the “life raft” for many. Institutional Trusts set up with money from pension funds are buying policies at prices way above their cash surrender value. Appraising your policies now could make up some or all of the losses you have suffered in this market.life settlements serviceslife settlement serviceslife settlement services