Alternative Asset Based Funding for Long-Term Care

Over the last 15 years, the use of LTC-Life Settlements to pay for senior living has grown into a mainstream option accepted by every care provider in the United States. There are 250 million life insurance policies in-force today and over $200 billion owned by seniors could potentially qualify to pay for care every year.…

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The Secondary Market for Life Insurance – Current Trends, New Applications

This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using…

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The Evolution of Life Settlements to Help Seniors Pay for Care

This session educates insurance agents and advisors on the secondary market for life insurance, also known as viaticals and life settlements. From the history of the market through the evolution of industry regulation and compliance to today’s modern secondary market. The life settlement market has evolved over the last 30 years into a mainstream financial…

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