Market Insights · Reinsurance Layer Life settlement reinsurance layer 2026: top 4 reinsurers, treaty structures, and mortality experience exchange. Most life settlement articles focus on primary carriers. This article analyzes the reinsurance layer that operates behind the secondary market — Munich Re, Swiss Re, Hannover Re, and Berkshire Hathaway Reinsurance Group — and the treaty […]
For Investors · SDIRA Strategy Life settlement SDIRA custodian selection 2026: top 5 custodians, UBIT analysis, and checkbook LLC decision framework. Most SDIRA custodian articles cover generic alternative assets. This article is specific to life settlement allocations — top 5 custodian profiles, prohibited transaction framework, UBIT analysis for leveraged structures, and the direct vs checkbook […]
Compliance & Regulatory · Insurable Interest Life settlement insurable interest framework 2026: 4-category verification grid, 50-state map, and buy-side chain-of-title documentation. Most insurable interest articles cover consumer-side life insurance purchase. This article publishes the operational verification framework that buy-side life settlement investors apply to confirm legitimate insurable interest at origination across the secondary market chain […]
Market Insights · Mortality Improvement Life settlement mortality improvement trends 2026: SOA MP-2021 status, LE recovery, and buy-side IRR sensitivity. Most mortality articles cover actuarial methodology. This article connects SOA mortality improvement updates, post-pandemic life expectancy recovery, and the troubling age 80+ trend to specific buy-side IRR implications and LE estimate sensitivity for institutional life […]
For Investors · Family Office Coordination Life settlement family office allocation framework 2026: SFO vs MFO, capital tier ladder, and IPS integration. Most family office content covers generic alternative asset allocation. This article publishes the specific framework for life settlements at family office scale — SFO versus MFO distinction, capital tier ladder, IPS integration workflow, […]
Market Insights · Carrier Concentration Life settlement carrier concentration 2026: top 5 issuers, AM Best trajectory, and the 3-tier risk framework. Most carrier articles cover product reviews for individual policy buyers. This article analyzes the top 5 carriers in U.S. life settlement secondary market supply from buy-side institutional perspective — Lincoln National, Pacific Life, John […]
For Advisors · Institutional Trust Coordination Life settlement trust officer best practices 2026: annual review template, sell-vs-hold matrix, and fiduciary documentation. Most ILIT trustee content covers high-level duties or specific court cases. This article publishes the operational framework institutional trust officers apply to ILIT life settlement decisions — a 7-section annual review template and a […]
Compliance & Regulatory · Anti-STOLI Anti-STOLI compliance 2026: modern enforcement map, investor red flags, and the 29-state framework. Most articles about Stranger-Originated Life Insurance address individual court cases. This article integrates the 2019-2026 enforcement timeline with a 6-red-flag investor verification framework that accredited investors and their advisors apply before acquiring any secondary market policy. By […]
For Investors · Leverage Structures Life settlement premium financing 2026: levered IRR math and the anti-STOLI distinction. Most life settlement content treats premium funding as a cash flow line item. This article walks accredited investors through premium financing as a leverage structure — levered versus unlevered IRR math, lender terms, and the critical distinction from […]
For Advisors · CPA Coordination Life settlements for CPAs 2026: a five-phase workflow for accredited client coordination. Most life settlement tax content addresses sellers and 1099-LS reporting. This article walks Certified Public Accountants through the buy-side workflow for advising accredited clients on direct-ownership allocations — five phases from pre-allocation modeling through multi-policy maturity coordination. By […]
