Skip navigation
te0420 mendelsohn insurance.jpg

Life Insurance Triage Tips for Fiduciaries

Help clients evaluate whether it pays to sell a policy through a life settlement.

Certain universal life (UL)-based products have been severely impacted by fluctuating interest rates, lack of policy management and insureds living well beyond the original projections. UL insurance was introduced to consumers and advisors in 1979 when interest rates were in the mid-to-high double digits. Most didn’t understand that this new form of permanent life insurance shifted performance risk to the policy owner. If interest rates remained high, those policies could build up

ARTICLE ACCESS REQUIRED

Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).


If you are interested in unlimited article access for one year, please select Annual Subscription below.

TAGS: Insurance
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish