The life settlement knowledge center.
Expert analysis, market insights, and plain-language education for policyholders, investors, and advisors navigating the life settlement market.
Life Settlement Tax Treatment 2026: CPA Planning Guide
For Advisors · CPA Tax Planning Guide 2026 Life settlement tax treatment 2026: the CPA planning guide. The taxation of life settlement…
millySep 24, 202615 minLife Settlement Broker Guide for Financial Advisors 2026
For Advisors · Partnership Framework 2026 Life settlement broker guide 2026: partnership framework and advisor workflow. Most RIAs and…
millySep 23, 202614 minLife Expectancy Provider Comparison 2026 Guide
For Advisors · LE Provider Framework Life settlement life expectancy provider comparison framework 2026: 5-major provider comparison…
millySep 1, 202621 minLife Settlement Trust Officer Best Practices 2026
For Advisors · Institutional Trust Coordination Life settlement trust officer best practices 2026: annual review template,…
millyJun 22, 202617 minLife 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 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 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 Settlements for Financial Advisors
For Advisors · Recommendation Strategy Life settlements for financial advisors: beyond the sell-side recommendation. Most…
John J SandovalMay 4, 202614 minStart a conversation.
Our team can answer your questions directly — often faster than searching for the right article.
