LIFE SETTLEMENTS (General Information)
¬ Consumers Drive Innovation in the Secondary Market for Life Insurance
¬ The Secondary Market: The Next Generation - Why the Market's Future is Bigger Than You Thought
¬ Life Settlements for Term Insurance
¬ New Roads to Market: Secondary Market Distribution Comes of Age
¬ Life Settlements as a Viable Option
¬ Life Insurance Policies Can Be Resold To Investors
¬ Creating Value From a Dormant Asset
¬ Clients May Hold Millions in Untapped Insurance Wealth
¬ Clearing Up Common Misconceptions About Life Settlements
¬ Ethical Guidance for Advisors
¬ Policy Valuation (Position Paper)
¬ Qualifying Worksheet

ESTATE PLANNING AND LIFE SETTLEMENTS
¬ Real Property, Probate and Trust
¬ Life Settlements - The Emergence of a Nascent Industry
¬ What Every Producer Should Know About Life Settlement Brokers

CHARITABLE GIVING AND LIFE SETTLEMENTS
¬ Life Settlements - An Innovative Strategy For Life Insurance In Charitable Giving

BUSINESSES AND LIFE SETTLEMENTS
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TOLI AND LIFE SETTLEMENTS (Trust Owned Life Insurance)
¬ The Banking Law
¬ Risk Management Guidance for Fiduciaries
¬ Risk Management Guidance for Professional Advisors

TAXATION OF LIFE SETTLEMENTS
¬ Tax Action Memo
¬ Potential Capital Gain Treatment on the Sale of a Life Insurance Policy
¬ Life Settlements, Viaticals and Taxes

LONG TERM CARE AND LIFE SETTLEMENTS
¬ Life Settlements Can Help Finance LTC Needs

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