Industry Articles
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Discovering Life Settlements"Will History Repeat Itself?"
California Broker Reprint"Clients May Hold Millions in Untapped Wealth Study Finds"
On Wall Street"The Benefits of a Secondary Market for Life Insurance Policies"
Financial Institutions Center"Clearing up Common Misconceptions about Life Settlements"
Common Misconceptions"Excerpt of section dealing with Taxation of Life Settlement Proceeds"
HIPAA Guidelines"Amendment to 'Model Regulation' Opens Door for Insurance Agents, Consumers, Life Settlement Industry"
Insurance Journal"Split Dollar Redux"
Insurance Issues Magazine Article"Split Dollar Regulations Released"
Advanced Markets Central Intelligence Article
Explains the regulations effective September 17, 2003"Charitable Split Dollar Ruling"
Author Susan Kassell of the Office of Assistant Chief Counsel (Income Tax and Accounting)"The Benefits of a Secondary Market for Life Insurance"
Wharton Study"What You Need to Know Before Entering Into a Life Settlement"
Consumer Disclosure Form"Split Dollar Insurance Article"
CCH Financial Planning Guide explanation of Split Dollar Policies
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