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Author: Stephan R. Leimberg Publisher: ISBN: 9780872189683 Category : Finance, Personal Languages : en Pages : 0
Book Description
This is the first objective, authoritative and practical guide covering the entire spectrum of the life settlement business. The book begins by identifying what life settlements are and why they work. It discusses how life settlements work and who the various parties are, including insureds, owners, brokers, providers, advisors, agents, carriers, buyers, and rating agencies. It also covers the benefits and opportunities for individual, trust, business, academic, charitable or other organizational owners. It examines the disadvantages and risks of life settlements, when a life settlement is the best choice, and how to evaluate whether to hold or fold. Finally, the book offers best practices and identifies tax issues for agents and attorneys. Key Selling Points: step-by-step guide to evaluating life settlements and determining when and if a life settlement makes sense; provides tips for making settlements work and several scenarios of how and when life settlements can benefit various entities; case studies illustrate the opportunities and benefits that life settlements can provide to policyholders; offers easy-to-grasp examples, practice pointers, planning pointers and practice management tips that can be put into practice immediately; provides answers and direction on how and when to proceed; Appendix is packed with useful information, including a digest of sample state laws, a life settlement flow chart, a disclosure statement, FINRA Notice, mortality reports, sample documents and sample closing documents, a life settlement application and an A.M. Best Report on Life Settlement Securitization.
Author: Stephan R. Leimberg Publisher: ISBN: 9780872189683 Category : Finance, Personal Languages : en Pages : 0
Book Description
This is the first objective, authoritative and practical guide covering the entire spectrum of the life settlement business. The book begins by identifying what life settlements are and why they work. It discusses how life settlements work and who the various parties are, including insureds, owners, brokers, providers, advisors, agents, carriers, buyers, and rating agencies. It also covers the benefits and opportunities for individual, trust, business, academic, charitable or other organizational owners. It examines the disadvantages and risks of life settlements, when a life settlement is the best choice, and how to evaluate whether to hold or fold. Finally, the book offers best practices and identifies tax issues for agents and attorneys. Key Selling Points: step-by-step guide to evaluating life settlements and determining when and if a life settlement makes sense; provides tips for making settlements work and several scenarios of how and when life settlements can benefit various entities; case studies illustrate the opportunities and benefits that life settlements can provide to policyholders; offers easy-to-grasp examples, practice pointers, planning pointers and practice management tips that can be put into practice immediately; provides answers and direction on how and when to proceed; Appendix is packed with useful information, including a digest of sample state laws, a life settlement flow chart, a disclosure statement, FINRA Notice, mortality reports, sample documents and sample closing documents, a life settlement application and an A.M. Best Report on Life Settlement Securitization.
Author: Jason Corburn Publisher: Island Press ISBN: 1642831727 Category : Architecture Languages : en Pages : 290
Book Description
In cities around the world, planning and health experts are beginning to understand the role of social and environmental conditions that lead to trauma. By respecting the lived experience of those who were most impacted by harms, some cities have developed innovative solutions for urban trauma. In Cities for Life, public health expert Jason Corburn shares lessons from three of these cities: Richmond, California; Medellín, Colombia; and Nairobi, Kenya. Corburn draws from his work with citizens, activists, and decision-makers in these cities over a ten-year period, as individuals and communities worked to heal from trauma--including from gun violence, housing and food insecurity, poverty, and other harms. Cities for Life is about a new way forward with urban communities that rebuilds our social institutions, practices, and policies to be more focused on healing and health.
Author: Larry E. Swedroe Publisher: John Wiley & Sons ISBN: 1576603660 Category : Business & Economics Languages : en Pages : 240
Book Description
An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation. Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts. Addresses how you can design an investment policy statement and an individual asset allocation plan Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner Offers insights on integrating risk management and estate planning issues into your plan The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.
Author: Ronald M. Roth Publisher: iUniverse ISBN: 0595494307 Category : Business & Economics Languages : en Pages : 170
Book Description
This book explains investing in the life insurance market. It explains what the market for used life insurance is and where it came from, and the steps to take through the entire process of a policy sale.
Author: Geoff Chaplin Publisher: John Wiley & Sons ISBN: 0470741945 Category : Business & Economics Languages : en Pages : 426
Book Description
Recent turbulence in the financial markets has highlighted the need for diversified portfolios with lower correlations between the different investments. Life settlements meet this need, offering investors the prospect of high, stable returns, uncorrelated with the broader financial markets. This book provides readers of all levels of experience with essential information on the process surrounding the acquisition and management of a portfolio of life settlements; the assessment, modelling and mitigation of the associated longevity, interest rate and credit risks; and practical approaches to financing and risk management structures. It begins with the history of life insurance and looks at how the need for new financing sources has led to the growth of the life settlements market in the United States. The authors provide a detailed exploration of the mathematical formulae surrounding the generation of mortality curves, drawing a parallel between the tools deployed in the credit derivatives market and those available to model longevity risk. Structured products and securitisation techniques are introduced and explained, starting with simple vanilla products and models before illustrating some of the investment structures associated with life settlements. Capital market mechanisms available to assist the investor in limiting the risks associated with life settlement portfolios are outlined, as are opportunities to use life settlement portfolios to mitigate the risks of traditional capital markets. The last section of the book covers derivative products, either available now or under consideration, that will reduce or potentially eliminate longevity risks within life settlement portfolios. It then reviews hedging and risk management strategies and considers how to measure the effectiveness of risk mitigation.
Author: John Richard Price Publisher: CCH ISBN: 9780808092346 Category : Business & Economics Languages : en Pages : 1724
Book Description
A mine of information and expertise packed with valuable practice tips; this is the most current and comprehensive single-volume estate planning resource available. Providing theoretical grounding and a practice-oriented approach, Price shows how to handle the full range of estate planning problems and techniques.
Author: Stephan R. Leimberg
Author: Stephan R. Leimberg
Author: Stephan R. Leimberg
Author: United States. Congress. Senate. Special Committee on Aging
Author: Stephan R. Leimberg
Author: Jason Corburn
Author: Larry E. Swedroe
Author: Ronald M. Roth
Author: Geoff Chaplin
Author: Robert Castiglione
Author: John Richard Price