Peter N. Katz

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  Medicaid life settlements could bring relief

  By Robin S. Weinberger and Peter N. Katz  |  May 17, 2013

  State proposals could help elderly patients forced to shed their life insurance policies.

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  Contacting CPAs about life settlements? Do it now

  By Robin S. Weinberger and Peter N. Katz  |  April 12, 2013

  Post-tax season is the best time to talk to accountants about life settlement opportunities.

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  Look what we found!

  By Robin S. Weinberger and Peter N. Katz  |  March 15, 2013

  Life settlements can turn up money in unexpected places.

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  Clarity for life settlement taxation falls off the cliff

  By Robin S. Weinberger and Peter N. Katz  |  February 15, 2013

  The fix for a faulty tax policy has fallen by the wayside ... and that's not good for life settlements.

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  Plenty of life settlement opportunities, post fiscal cliff

  By Robin S. Weinberger and Peter N. Katz  |  January 18, 2013

  With a now-set estate exclusion amount, your clients' insurance needs may have changed.

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  How to spot a life settlement opportunity

  By Robin S. Weinberger and Peter N. Katz  |  December 19, 2012

  The window for a life settlement can be fleeting. Here's what to look for ... before it's too late.

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  Top two takeaways from the LISA Fall Conference

  By Robin S. Weinberger and Peter N. Katz  |  November 26, 2012

  There was good news and bad news at the Life Insurance Settlement Association's recent meeting.

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  Should you plan for a life settlement?

  By Robin S. Weinberger and Peter N. Katz  |  October 26, 2012

  While no policy should be purchased speculating on a future life settlement, considering life settlement possibilities, if needed, is prudent planning.

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  It's Time to Inform Clients About Life Settlements

  By Robin S. Weinberger and Peter N. Katz  |  August 17, 2012

  Despite restrictions imposed by broker-dealers or insurance companies, agents have a responsibility to let their clients know about their life settlement options.

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  The Two-Sentence Sales Track

  By Robin S. Weinberger and Peter N. Katz  |  July 20, 2012

  Want to sell more insurance? These two sentences might be all you need.