Overview
This course thoroughly covers viatical and life settlements, now mainstream options for disposing of life insurance policies. It explores markets, prospects, processes, taxation, regulation, and market conduct issues, enabling producers to guide clients appropriately.
Find this course for your license
License or Certification
Regulator
Type
Learning Objectives
- Explain how and why the life settlement industry developed in the United States
- Identify the markets for life and viatical settlements
- Describe the process by which a policyowner obtains a settlement offer
- Discuss the distinctions between viatical and life settlements
- Identify the significant market conduct issues affecting settlements
- Explain the tax treatment of life insurance policies sold in the secondary market
Designed For:
Life and health insurance producers and finance professionals
Course Information
Adding additional credit may change exam requirements.
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S2-31 - Framework