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 Form 1099-LS Reporting Workflow 2026
Compliance & Regulatory · IRS §6050Y Life settlement Form 1099-LS reporting workflow 2026: §6050Y 3-stage filing, deadlines,…
millyJul 2, 202618 minLife Settlement for Insurance Agents 2026: Licensing Guide
For Advisors · Insurance Agents Life settlement for insurance agents 2026: licensing pathways, fiduciary duty, and 5-step…
millyJul 1, 202618 minLife Settlement Reinsurance Layer 2026: Top 4 Reinsurers
Market Insights · Reinsurance Layer Life settlement reinsurance layer 2026: top 4 reinsurers, treaty structures, and mortality…
millyJun 30, 202617 minLife Settlement SDIRA Custodian Selection 2026
For Investors · SDIRA Strategy Life settlement SDIRA custodian selection 2026: top 5 custodians, UBIT analysis, and checkbook LLC…
millyJun 30, 202619 minLife Settlement Insurable Interest Framework 2026
Compliance & Regulatory · Insurable Interest Life settlement insurable interest framework 2026: 4-category verification grid,…
millyJun 26, 202617 minLife Settlement Mortality Improvement Trends 2026
Market Insights · Mortality Improvement Life settlement mortality improvement trends 2026: SOA MP-2021 status, LE recovery, and…
millyJun 25, 202618 minLife Settlement Family Office Allocation Framework 2026
For Investors · Family Office Coordination Life settlement family office allocation framework 2026: SFO vs MFO, capital tier…
millyJun 23, 202616 minLife Settlement Carrier Concentration 2026: Top 5
Market Insights · Carrier Concentration Life settlement carrier concentration 2026: top 5 issuers, AM Best trajectory, and the…
millyJun 22, 202616 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 minStart a conversation.
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