The Secondary Market for Life Insurance: Current Trends, New Applications

Coben examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications used by advisors today. He presents several case studies to illustrate concepts associated with term settlements, policy replacement strategies, settlements with paid-up policy options with and without cash settlements, and settlements for smaller face policies. In addition, Coben discusses factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.