The Importance of Disclosing the Life Settlement Option

June 12, 2017By stoneuserUncategorized No Comments

Is withholding information about life settlements a breach of fiduciary duty? Larry and Joan Grill sure thought so when they filed a lawsuit against Lincoln National Life Insurance Company alleging fraud, deceit, financial elder abuse and unlawful, unfair and fraudulent business practices. Back in 2004, Larry and Joan Grill bought a second-to-die policy with a … Read More

Fair Market Value in the Secondary Market

August 18, 2016By stoneuserUncategorized No Comments

It’s a fact. The life settlement industry is in growth mode. Over the past 20 years, market forces in the life settlement industry have caused the industry to grow, contract, and now grow again. Many agents, especially those who are new to handling life settlement transactions for their clients, may not fully understand the role … Read More