This Guide and Workbook is offered as a tool for institutional investors, investment broker/dealers, investment advisors and individual investors who seek to discover salient information they should consider before investing in life insurance policies. If used thoroughly, it will enable comprehensive due diligence and discovery for all types of life insurance investment offerings.
DOWNLOAD FULL GUIDE/WORKBOOK Life Insurance as an Alternative Investment Due Diligence/Discovery Guide and Workbook
Should I Sell My Life Insurance Policy?
Insurance Studies Institutes’ Consumers’ Guide to Life Settlement provide seniors with a thorough and non-biased explanation of life settlements including: the pros and cons; the complex process from start to finish; and the myriad of ramifications that need to be understood before engaging in a life settlement transaction.
Research Brief: Should I Sell My Life Insurance Policy? Full Paper: Should I Sell My Life Insurance Policy? * * * * * * * * * Insurance Studies Institute is a proud, honorary member of the European Life Settlement Association (ELSA).
Educational Materials
August 1, 2008
Tools & Techniques of Life Settlement Planning
Paul Siegert was asked to contribute to the first edition of the National Underwriters publication on Life Settlement. Life Settlement Planning delivers a “balanced overview of the life settlement market and covers the full spectrum of the business”. Mr Siegert penned three chapters: What Are Life Settlements – History and Evolution; Life Settlement Abuses, Problems and Fraud; and Economics and Risk. All three chapters are available for your download below.
Chapter 1: What Are Life Settlements? – History and Evolution
Chapter 9: Life Settlement Abuses, Problems and Fraud
Chapter 10: Economics and Risk
Tags: Economics, Evolution, Fraud, History, Life Settlement, Risk