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 […]
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 […]
For Advisors · Estate Planning Counsel Life settlements for estate planning attorneys 2026: ILIT optimization under the TCJA sunset. Most ILIT content covers setup mechanics. This article shows estate planning attorneys when the secondary market is the right tool for trustee fiduciary obligations — including the post-TCJA sunset impact on existing policies and Uniform Prudent […]
For Advisors · RIA Partnership Life settlement RIA partnership 2026: how registered investment advisors add buy-side allocations for accredited clients. Most life settlement advisor content covers sell-side referrals — policyholder selling, advisor earns commission. This article walks RIAs through the inverse: how fiduciary advisors add life settlement buy-side allocations for accredited clients under SEC Rule […]
For Advisors · Recommendation Strategy Life settlements for financial advisors: beyond the sell-side recommendation. Most advisor guides cover only the sell-side — helping clients liquidate unwanted policies. The buy-side opportunity, recommending life settlements as alternative income and diversification for accredited clients, is structurally different and largely untapped. By John Sandoval Role Advisor Relations Specialist Published […]
