Meeting Life's Changing Needs
In a Smart New Way
There are a number of good reasons
for a policyholder to consider a Life
Settlement:
• Surrendering or lapsing a
policy is in question
• Insurance needs have changed
• Beneficiaries have been outlived
• Premiums have become
unaffordable
• The insured needs new life
insurance, an annuity or long-term
care coverage
• Estate taxes are changing
Outlook: The Life Settlement Industry
On Track to Even More Spectacular Growth
The secondary life insurance market has experienced remarkable growth in less than a decade and the picture for future growth looks even brighter.
• According to Bernstein Research Call dated March 4, 2005, the life settlement business will grow more than ten-fold to $160 billion over the next several years.
• A large aging population heading for retirement is expected to fuel this growth
• Life Settlement opportunities will become a standard consideration for financial and estate planning
• Hedge funds and institutional investors will increasingly discover opportunities in the market
