Senior Life Settlements: Helpful Resources & Information

Documents Needed To Submit An Application For A Senior Life Settlement

Senior Life Settlement Application (130 KB)

Senior Life Settlement HIPAA Compliant Medical Release Form (56 KB)

Senior Life Settlement Release Of Policy Information Form (53 KB)

Senior Life Settlement Agent Of Record Form (37 KB)

Senior Life Settlement 5 Year Medical History Report (39 KB)

Articles of Interest Regarding Senior Life Settlements

The Convergence of the Insurance and Capital Markets, Part I (1619 KB)

The Convergence of the Insurance and Capital Markets, Part II (1384 KB)

Life Insurance Secondary Market Moving Forward--2010 Report From ISI (1569 KB)

Critique of ACLI Request to Ban Securitizations of Life Insurance In Secondary Market (133 KB)

Life Settlements--Blurring The Lines Between Truth & Myth (558 KB)

2009 Revenue Rulings On Senior Life Settlements (375 KB)

IRS Guidance On Taxation Of Life Settlement Transactions (77 KB)

Benefits Of A Secondary Market For Life Insurance (2515 KB)

Cashing In On Unneeded Life Insurance Policies--How Seniors Benefit (496 KB)

IRS Section 101 Part 1 Re: Life Settlements (31 KB)

CA Senate Bill 98's New Life Settlement Regulations (143 KB)

IRS Section 101 Part 1a Re: Life Settlement Transactions (28 KB)

Life Settlements As Part Of An Effective Financial Plan (56 KB)

Understanding Life Settlements (287 KB)

Deloitte Report On Senior Life Settlements Market (262 KB)

Death Bonds Drub Corporate Debt As Insurers Get Subprime Lift (85 KB)

Newsweek's Death Bond Article (2133 KB)

»Association Formed To Transfer Longevity Risk To Capital Markets
Source: Sarah Hills, Life Exchange

»Life Settlement Securitizations Leave S&P Cold
Source: Trevor Thomas, National Underwriter

»California Signs Strong Life Settlement Legislation
Source: Life Insurance Settlements Association (LISA), Doug Head, Executive Director

»Analysis of ABC Report on Senior Life Settlements
Source: Life Exchange Life Settlement News Alert

»Senior Life Settlement Lawsuit Helps Establish Industry Standards
Source: Life Exchange Life Settlement News Alert

» Conning Research: U.S. Life Settlements Activity Flattened in 2008
Source: Life Exchange Life Settlement News Alert

»Senior Life Settlement Opportunities In The Corporate Market
Source: David Frideman, JD, LUTCF

»Senior Life Settlements Are A Valuable Financial Planning Tool
Source: Rick Gardner

»Senior Life Settlements A Valuable Resource For Trustees & Financial Advisors
Source: Paul Bowen & Jon Mendelsohn

»Senior Life Settlements Market Outlook
Source: Larry Simon

»Senior Life Settlement Funds Emerge As An Asset Class
Source: Amy Glass

Senior Life Settlement Useful Website Links

The National Association of Insurance Commissioners, www.NAIC.org


P & T Financial has expertise in senior life settlements in California, including San Diego, Irvine, Santa Ana, Long Beach, Riverside, Los Angeles, Santa Barbara,Bakersfield, Fresno, Modesto, Sacramento, Stockton, San Francisco, San Jose, Oakland and Redding geographic markets.