ISO resource for viatical or life settlement

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  • December 7, 2018 at 9:31 am #12021
    Arlene Glotzer
    Spectator

    I have an ill senior Manhattan based client with two unaffordable $1 MM universal life policies. I’m looking to refer him to a broker experienced in this area, including tax consequences, etc. Thanks!

    December 10, 2018 at 8:59 am #12844
    Anonymous
    Inactive

    I have messaged a friend who buys structured settlements to see if he does this or knows anyone who can help. I will let you know what he says.

    January 11, 2019 at 9:28 am #12855
    Arlene Glotzer
    Spectator

    Hi, Caitlin-
    Did you hear anything back from your friend? We are most interested in a broker–giving client access to a range of possible buyers and presumably the best price!
    Thanks!

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