Robin S. Weinberger and Peter N. Katz write about the mechanics of a life settlement transaction in LifeHealthPro.  Their article begins as follows:

A life settlement is a very complex, highly-regulated transaction that involves lots of due diligence, loads of paperwork and, as a result, takes a long time.  Some of the mystery can be taken out of the process by knowing who does what.

The parties to the transaction can be divided into three groups: seller’s side, buyer’s side and intermediaries.

Their article proceeds to elaborate on specifically what each group does.

Read full article at Who does what in a life settlement transaction? | LifeHealthPro.


Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.