Articles of Interest

Senior Life Settlements

The Wall Street Journal - (February 05, 2009) - An Article on Life Partners Holdings, Inc (LPHI) - Life Settlements Industry Sees Growth; Life Partners saw its 2008 earnings grow more than five times compared with 2007 figures, while its revenue more than doubled. For its fiscal 2009, revenue has grown an additional 42%, so far. John Nobile, an analyst with Taglich Brothers Inc., said he sees no reason why that growth rate won't continue throughout the fiscal year.

Investerms.com - (October 13, 2008) - The Lone Survivor: Life Partners Holdings - Life Partners is well positioned in this $15 billion industry with a rolodex of 18,000 accredited institutional investors. The company has inked well over 50,000 transactions since 1991 with the possibilities only growing from here.

Insurance Product News - (2007) - The Tipping Point - The Secondary Market for Life Insurance is Poised to go Mainstream - In the past few years, the secondary market for life insurance has exploded onto the financial planning scene. Clearly, the market’s basic premise — the consumer’s right to resell unwanted or unneeded life insurance — has been validated by the U.S. market’s spectacular growth, which is expected to exceed $45 billion in face value by 2007.

Morning Star - (February 18, 2006) - Our take on the secondary market for life insurance - The life settlement market is becoming increasingly fashionable as investors attempt to capitalize on what they deem to be a "mispriced" niche in the life insurance market.

Time.com - (October 22, 2006) - Extra Value - The market for reselling life insurance in this way-known as a life settlement-has grown from nothing a decade ago to $13 billion and will hit $160 billion over the next few years, according to estimates from the investment firm Bernstein Research.

Real Estate

Ray A. Smith - Real-Estate Investors Become Adventurous - Tenant-in-common programs are rising in popularity.  Can you take advantage of one of these programs?

Steven Marshall and Mike Lowe - How the Affluent Manage Home Equity to Safely and Conservatively Build Wealth - The answer? Most of what we believe about mortgages and home equity, which we learned from our parents and grandparents, is wrong.

Paul E. Maxwell, CEBS, CEPP - Real Estate & IRAs - Use self-directed IRA accounts to put money into alternative investments such as real estate. Read about important aspects of utilizing a self-directed IRA.

Ellen Hoffman - Hatching Property from Your Nest Egg - Real estate is a promising alternative to the risky stock market. However, it does require a bit of planning to benefit from the tax savings.

Kelli L. Click - Buy Real Estate in Your IRA - Rather than have your retirement account do nothing...invest those funds in real estate.

Jeff Schnepper - Ground your retirement fund with real estate - Although having property in your retirement account can be monetarily beneficial, it can also be problematic. This article outlines how to sidestep those potential problems.