Viatical and Life Settlements: The Life Insurance Secondary Market

This course provides a thorough study of viatical and life settlement arrangements. With the advent of the secondary market, today’s life insurance owners have a number of options for the disposition of their life insurance policies when their needs change. This course explores the settlements that comprise the secondary market for life insurance policies. It examines the markets, prospects, process, taxation, regulation, and the market conduct issues associated with these arrangements. The course also discusses stranger-originated life insurance (STOLI) transactions and the steps the industry is taking to curb abuses in this market.

The course covers the following:

  • The Life Settlement Industry
  • The Settlement Process
  • Market Conduct
  • Settlement Income Tax Treatment
  • Regulation of Settlement Arrangements
  • Stranger-Originated Life Insurance
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