For over a decade, insureds with significant estates and their advisors have made secondary guarantee universal life (SGUL) life insurance policies, or so-called "no lapse" guarantee policies, a ...

The nascent secondary market for annuities and their guaranteed benefits could be stunted as the result of a vote last week by state insurance regulators to allow carriers to terminate the annuity ...

In the last few years, I have been reading more frequently about owners of permanent life insurance policies being subjected to rate increases based on cost of insurance charges, or COI. Permanent ...

A 79-year-old Cleveland businessman had a universal life insurance policy with a face value of $2.5 million. In early 2004, he decided he no longer needed the policy for estate-planning purposes, but ...

LANSING, Mich. Two area credit unions say they each lost more than $1 million after they were misled into investing in a scheme to provide loans to the “life settlement” market, the secondary market ...

The Absolute Return Fund IV (ARF IV) continues to build on a track record of disciplined actuarial modelling, rigorous risk management, and consistent distributions. The fund is structured to deliver ...