The life settlement knowledge center.
Expert analysis, market insights, and plain-language education for policyholders, investors, and advisors navigating the life settlement market.
Life Settlements for CPAs 2026: 5-Phase Tax Framework
For Advisors · CPA Coordination Life settlements for CPAs 2026: a five-phase workflow for accredited client coordination. Most…
millyJun 18, 202617 minLife Settlement Due Diligence Checklist 2026: 30 Items
For Investors · Pre-Acquisition Diligence Life settlement due diligence checklist 2026: 30 items across 6 categories before you…
millyJun 18, 202617 minLife Settlement Pricing 2026: How NPV Sets the Bid
Market Insights · Pricing Mechanics Life settlement secondary market pricing 2026: how investors back into the bid. Most…
millyJun 17, 202617 minGrigsby v. Russell 115 Years Later: 1911 to 2026
Market Insights · Industry Heritage · 1911–2026 115 years since Grigsby v. Russell: the 1911 Supreme Court ruling that built…
millyJun 17, 202619 minLife Settlements for Estate Planning Attorneys 2026
For Advisors · Estate Planning Counsel Life settlements for estate planning attorneys 2026: ILIT optimization under the TCJA…
millyJun 16, 202618 minLife Settlement Portfolio Construction 2026: $1M+
Market Insights · 2026 Outlook Life settlement market size 2026: $4.6B annual volume against a $224B addressable supply. Most…
millyJun 12, 202616 minLife Settlement Portfolio Construction 2026: $1M+
For Investors · Portfolio Construction Life settlement portfolio construction 2026: a capital-tier diversification framework for…
millyJun 11, 202616 minLife Settlement RIA Partnership 2026: How It Works
For Advisors · RIA Partnership Life settlement RIA partnership 2026: how registered investment advisors add buy-side allocations for…
John J SandovalMay 13, 202617 minLife Settlement State Regulation Map 2026 Guide
Compliance & Regulatory · For Investors Life settlement state regulation map 2026: investor compliance framework by insured…
John J SandovalMay 13, 202617 minStart a conversation.
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