Understand Your Responsibilities
In 2008, PolicyTrac's experts produced the Comprehensive Education on Life Settlement Secondary Markets, which is now available online. This online course is approved in over 40 states, offering 1-2 hours of state approved CE for producers...
The taxation for a Life Settlement transaction can be very complicated. We will attempt to provide a general guideline that has been used in past transactions, however, we cannot stress enough that each case can be treated differently by the IRS...