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Posts tagged "Premium Finance"


Taxation of Life Insurance Policies in an Evolving Secondary Marketplace

March 3, 2008

Provides a brief overview of the taxation associated with both traditional and evolving third party life insurance transactions. It also takes a look at the differing methods for tax basis computation endorsed by the IRS in 2008, and highlights the potential impact on life insurance premium finance. Research Brief: Taxation of Life Insurance Policies in [...]


Provides a brief overview of the taxation associated with both traditional and evolving third party life insurance transactions. It also takes a look at the differing methods for tax basis computation endorsed by the IRS in 2008, and highlights the potential impact on life insurance premium finance.

Research Brief: Taxation of Life Insurance Policies in an Evolving Secondary Marketplace

Full Paper: Taxation of Life Insurance Policies in an Evolving Secondary Marketplace

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Understanding Life Settlements and Industry Issues Entering 2008

January 22, 2008

ISI’s inaugural research project, Understanding Life Settlements and Industry Issues Entering 2008, sought to provide a practical framework for understanding the Life Insurance Secondary Market (LISM). Further, this paper identified a range major issues facing the LISM at the beginning of 2008, from the tax revenue aspects of life settlements to insurer concerns and regulatory [...]


ISI’s inaugural research project, Understanding Life Settlements and Industry Issues Entering 2008, sought to provide a practical framework for understanding the Life Insurance Secondary Market (LISM). Further, this paper identified a range major issues facing the LISM at the beginning of 2008, from the tax revenue aspects of life settlements to insurer concerns and regulatory oversight.

Research Brief: Understanding Life Settlements and Industry Issues Entering 2008

Full Paper: Understanding Life Settlements and Industry Issues Entering 2008

Tags: , , , , , , ,


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