Insights & Education
The life settlement knowledge center.
Expert analysis, market insights, and plain-language education for policyholders, investors, and advisors navigating the life settlement market.
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For Advisors
millyJun 18, 202617 min
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 minHYV
For AdvisorsmillyJun 16, 202618 min
Life 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 minHYV
For AdvisorsJohn J SandovalMay 13, 202617 min
Life 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 minHYV
For AdvisorsJohn J SandovalMay 4, 202614 min
Life Settlements for Financial Advisors
For Advisors · Recommendation Strategy Life settlements for financial advisors: beyond the sell-side recommendation. Most…
John J SandovalMay 4, 202614 minLooking for something specific?
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