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: Investor Math
Compliance & Regulatory · For Investors Life settlement tax treatment 2026: the investor-side framework most articles miss. …
John J SandovalMay 11, 202618 minLife Settlement Premium Servicing: Investor Guide
For Investors · Operational Mechanics Life settlement premium servicing: the operational lifecycle accredited investors should…
John J SandovalMay 11, 202616 minLife Settlement vs Viatical: Investor Differences
For Investors · Market Structure Life settlement vs viatical settlement: why institutional investors operate in one and not the…
John J SandovalMay 8, 202616 minLife Settlement vs Bonds: Mechanical Comparison
For Investors · Fixed Income Alternatives Life settlement vs bonds: a mechanical comparison for accredited investors. Most…
John J SandovalMay 7, 202614 minLife Settlement Underwriting Process Explained
For Investors · Diligence Deep-Dive Life settlement underwriting process: how investors should read the life expectancy report. …
John J SandovalMay 6, 202616 minLife Settlement vs Annuity Comparison
Market Insights · Income Strategy Life settlement vs annuity: two alternative income strategies for accredited investors compared. …
John J SandovalMay 5, 202615 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 minAlternative Investments: Accredited Framework
For Investors · Allocation Framework Alternative investments for accredited investors: a framework by objective and capital tier. …
John J SandovalMay 4, 202615 minNon-Correlated Assets for Accredited Investors
For Investors · Diversification Strategy Non-correlated assets for accredited investors: which pass the structural filter and which…
John J SandovalMay 2, 202614 minStart a conversation.
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