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Life Expectancy Analysis: Estate Planning Tool of the Future (Stephen Leimberg, August 2008)
A Life Expectancy (L.E.) analysis is a previously unavailable planning tool that will help Estate, Financial, Employee Benefit, Charitable, and ElderLaw Planners make dramatically better, client-specific decisions and provide a quantum leap in the ability to select the most appropriate and effective tools, techniques, and strategies. |
0.27 MB |
8/26/2008 |
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Greater Disclosure Sought for Life Settlements by Darla Mercado 12-3-07
Insurance legislators group seeks to prevent abuses by overeager brokers. |
0.23 MB |
12/3/2007 |
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Investor Initiated Life Insurance: Will It Cook The Goose That Lays Your Golden Eggs? By Stephan R. Leimberg 2007 |
3.13 MB |
6/1/2007 |
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Life Settlement Risk Management Guidance Part 1 by Stephen R. Leimberg August 2006
The elements of life settlements, the operation of the secondary life insurance market, and the duty of estate planning advisors to consider life settlements for their clients. |
0.11 MB |
8/1/2006 |
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Life Settlement Risk Management Guidance Part 2 by Stephen R. Leimberg August 2006
Life Settlements create a new dimension in planning for seniors that requires life insurance to be actively managed no differently from fixed income, equity, and real estate assets. |
0.32 MB |
8/1/2006 |
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Conning Report 2006
2006 Report providing a comprehensive, balanced overview of the Life Settlement market to date. |
3.73 MB |
6/16/2006 |
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Stranger-Owned Life Insurance Analysis by Barry D. Flagg 6-11-07 |
0.62 MB |
6/11/2006 |
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Deloitte Life Settlement Article |
0.27 MB |
5/25/2006 |
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Bernstein Research Report 2006
May, 2006 Life Insurance Long View. Life Settlements need not be Unsettling. |
0.26 MB |
5/19/2006 |
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Journal of Accountancy
September 2005 AICPA Article |
0.38 MB |
9/1/2005 |
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Moodys Report on the Life Settlement Industry
February 2006 Article released by Moody's on Life Settlements and how the life insurance industry and the capital markets intersect. |
0.1 MB |
2/1/2006 |
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Investor Owned Life Insurance (IOLI) State of New York Opinion Letter
Investor Owned Life Insurance (IOLI) State of New York opinion letter |
64.19 KB |
12/19/2005 |
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Society of Actuaries
ISociety of Actuaries |
95.2 KB |
10/1/2004 |
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Real Property, Probate and Trust Journal
The Benefits of a Secondary Market for Life Insurance Policies, October 2002, Wharton Study Real Property, Probate and Trust Journal |
0.26 MB |
10/14/2002 |
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Banking Law Journal
May 2002 A possible modification of Trustee's responsibilites. |
0.51 MB |
5/1/2002 |
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