Life Settlements

Sponsored By: Coventry

• Liberty-Safeco Seen as Start of a Wave

  Liberty Mutual Group's deal to buy Safeco Corp. is a preview of a consolidation wave that will concentrate market share among the nation's top insurance carriers.

• Wells Fargo Buys Flatiron to Beef Up in Insurance

  Wells Fargo bought Flatiron Credit on Thursday, a move the banking firm said will bolster its growing insurance division and let it enter the premium-finance business.

• MaxLife Fund Corp. Appoints Mr. Dan Schmitt, Mr. Randy Delkus and Mr. Daniel E. Kahan to its Board of Directors

  MaxLife Fund Corp. (OTC:MXFD) has appointed Dan Schmitt, Randy Delkus and Daniel E. Kahan to the Company's Board of Directors.

• Small life settlements trouble regulators

  As the life settlement business expands, regulators and attorneys worry over potential damage to policyholders.

• Betting on Death: Life Settlements Flourish on Wall Street

  A look at the history of life settlements and the impact that these popular financial instruments are having on the industry today.

• Phoenix Cos. Forms Life Settlements Unit

  Financial services provider Phoenix Cos. entered the life insurance settlements market by partnering with four brokerage general agencies to fom its Phoenix Life Solutions subsidiary.

• Legacy Planning

  Legacy planning isn't for every client, but for many, it can accomplish much more thansaving taxes.

• The Other Life Insurance

  Most clients with dependents needs term life insurance. Who needs whole or variable life?

• Meeting the Needs of Rich Retirees

  Tax-sheltered investment options and life insurance with private placement policies give the wealthiest investors the control they crave.

• Losing Faith in National Financial Partners

  As shares of the insurance sales company National Financial Partners fell from near 57 to below their initial offering price of 23, CEO Jessica Bibliowicz works to redefine the company's "life-settlement" contracts.

• The Neglected Asset

  Planners frequently overlook clients' life insurance policies, but these assets can be sold like any other.

• 5 Questions

  Keith Maurer is an in-house consultant at Low Load Insurance Services in Tampa, FLa. He spoke to us about the future of insurance products and the industry.

• 5 Biggest Estate Tax Mistakes

  Even experienced financial advisors can be flummoxed by the jungle of tax rules.

• What Retirement Means Now

  To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital--everything from earning capacity to feelings of personal satisfaction--to the funding equation.

• Guaranteed Income for Life Top Goal of Nearly All Boomers

  Of Boomers surveyed, 97% say they are willing to pay for the security of a guarantee.

• NASD Alert: Life Settlements

  Before you decide if life settlements are right for you, get the facts about how they work, ongoing insurance needs, tax considerations and less-costly alternatives.

• Step in Time With the Over-45 Set

  These older, wealthy clients have big needs--and they're not all the same.