M. Bryan Freeman

• A Ripe Market for Settlements

  By M. Bryan Freeman  |  October 1, 2011

  The economic downturn is not all bad for the life settlement industry. In fact, our recent recession can mean good things for financial professionals involved in bringing life insurance and life settlements to their clients.

• How to Drive Client Awareness of the Life Settlement Option

  By M. Bryan Freeman  |  February 28, 2011

  In the Agent Media/LISA 2011 Life Settlement Market Study, nearly 25 percent of agents said that greater consumer awareness of life settlements would help them foster more settlement opportunities.

• Protecting Client Information in Life Settlements

  By M. Bryan Freeman, Jonathan Jarrell  |  May 20, 2010

  When discussing life settlements, be sure to talk about a concern many clients: The protection of the seller and insured's private and confidential information (PCI), such as medical and financial records.

• Increasing Client Awareness: It's Never Too Early to Bring Up Life Settlements

  By M. Bryan Freeman  |  March 1, 2010

  By now, most insurance professionals have at least a passing familiarity with the secondary market for life insurance.

• Life Settlements & Estate Planning

  By M. Bryan Freeman  |  October 1, 2009

  This year, the life settlement industry celebrates its 20th anniversary. Given that, insurance advisors who specialize in estate planning should by now recognize the advantages of settling a life policy under certain circumstances. In fact, savvy

• Steer Clear of Trouble - How to Distinguish a True STOLI from a Life Settlement

  By M. Bryan Freeman  |  March 1, 2008

  Recently, much information has begun circulating about the practice of stranger-oriented life insurance (STOLI) in the life settlement industry. Some of this information is, however, misleading or just plain wrong. For one, the process of a STOLI

• Life Settlements: Not Just for Permanent Policies Anymore

  By M. Bryan Freeman  |  March 1, 2008

  By its very nature, term life insurance is extremely affordable, mostly because the possibility of a death benefit payout is more limited than with other policies. Many consumers still view term life coverage as more or less disposable -- that is,

• Life Settlements and Group Life: Paying for Health Care, Retirement, and More

  By M. Bryan Freeman  |  March 1, 2007

  While life settlement proceeds may be used for virtually any purpose, a life settlement can also help insureds who are leaving corporate or government employment.

• How to Recognize and Avoid Potential Pitfalls and Scams

  By M. Bryan Freeman  |  March 1, 2006

  In the early days of the life settlement industry, when it focused more on viaticals than life settlements, talk of pitfalls and scams was more relevant than it is today. At that time, there were some bad actors who preyed on the general lack of

• Life Settlements Enter The Mainstream

  By M. Bryan Freeman  |  August 25, 2005

  The life settlement market has come of age. Regulatory attention has strengthened the secondary market for life insurance policies, and the existence of that ...