Life settlements — the sale of a life insurance policy to a third party — can be a financially beneficial option for policyholders who no longer need or want their coverage. However, when tax time rolls around, the implications of these transactions can be complex and vary significantly based on the circumstances of the sale.
Establishing a better understanding of these tax liabilities can help financial professionals better advise consumers and help them prepare for and optimize their returns.
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
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