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Life Settlements 101
An overview of life settlements
About Buckeye Life Resources
A description of BLR
When to Consider a Life Settlement
Basic attributes of a marketable case
Life Settlement Reference Guide
How to identify viable life settlement candidates
Prequalification Sheet
For use while prospecting cases
Parties to the Transaction
Life settlement stakeholders defined & demystified
Sellers Beware
Know who's working for (and against) you.
Why Use a Broker?
The trade-offs between using a broker and going it alone
How to Choose a Broker
Favorable attributes of a life settlement broker
How Life Settlement Brokers are Compensated
Methodologies for broker compensation
Why Two Brokers May Be One Too Many
Using more than one broker may be counterproductive.
Life Settlement Provider Defined
An inside view of life settlement providers
Case Studies
See the potential of life settlements.
The Life Settlement Process
A summary of the process from beginning to end
Sample Life Insurance Illustration
How to run illustrations for life settlement valuations
NAIC Brochure
A consumer-friendly overview of life settlements issued by the NAIC
Ohio's Viatical Settlement Model Act
An unofficial reproduction of Ohio's life settlement rules and regulations
Tax Reform Favors Life Settlements
The IRS implemented two key changes for 2018.
Did You Know...
Life insurance usually doesn't pay a death benefit. Here's why.
Continuing Education Offered
"Life Settlements: Overview & Insights"
( one hour of CE / CLE )
Two Myths about Life Settlements
Widely held views that aren't true
Life Settlements are Spooky
Or are they? Peace of mind for sellers.
Life Settlement Pricing
The fundamentals of case valuations
Two Bidders are Better Than One
How to maximize life settlement offers
One of These Things is Not Like the Others
Life settlement valuations aren't self-evident.
LEs: A Basic Explanation
Life expectancy reports defined in plain terms
No LE, No Clue
Not knowing the LE puts the seller at a disadvantage.
Transparency
These two disclosures are required in Ohio.
COVID-19 & Life Settlements
How might the pandemic impact this industry?
Retained Death Benefit (RDB) Option
Keep some of the DB without paying premiums.
Direct Sales are an Illusion
What every seller needs to know.
Keep-versus-Sell Comparison
Insist on this type of analysis when contemplating a sale.
Life Settlements & Philanthropy
Another way to give
Life Settlement Planning
When to start the process
Common Uses of Life Settlement Proceeds
Sale proceeds may be used in unlimited ways.
A New View on Life Settlements
The best times to contemplate a sale
Don't Get Fleeced
Auctions maximize sale proceeds.
Numbers Worth Remembering
Noteworthy figures for fiduciaries
State of the Life Settlement Market
Prevailing industry conditions
The Big Lie
Don't fall for this whopper.
Found Money
Awareness is key.
Term Conversions
Term policies are in demand.
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