Phrases with «life settlement transaction»

Sentences with «life settlement transaction»

  • Many policy owners who consider selling their policies through life settlement transactions are uneasy about the idea of a life settlement company essentially waiting for them to die. (investopedia.com)
  • From a tax perspective, the significance of life settlements transactions is that they trigger the «transfer for value» rules, that cause the death benefit to be taxable to the new owner (rather than the usual tax - free treatment for life insurance death benefits under IRC Section 101). (kitces.com)
  • Meanwhile, a report from the AAP Life Settlement Market Update indicated that internal rates of return for life settlement transactions conducted in 2013 were in the high - teens - an attractive return at a time when fixed income and other hedge positions were delivering minimal rates of return. (lisa.org)
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