Viatical and Life Settlements: The Life Insurance Secondary Market

Overview

This course thoroughly covers viatical and life settlements, now mainstream options for disposing of life insurance policies. It explores markets, prospects, processes, taxation, regulation, and market conduct issues, enabling producers to guide clients appropriately.

Find this course for your license

License or Certification

Regulator

Objectives

Explain how and why the life settlement industry developed in the United States
Identify the markets for life and viatical settlements
Describe the process by which a policyowner obtains a settlement offer
Discuss the distinctions between viatical and life settlements
Identify the significant market conduct issues affecting settlements
Explain the tax treatment of life insurance policies sold in the secondary market

Designed For:

Life and health insurance producers and finance professionals

Course Information

Adding additional credit may change exam requirements.

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