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Important Disclosures

Important Disclosures and Public Statements


The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.

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Regulators Rein In Murky STOLI Life Policies

Source: Wall Street Journal - June 22, 2010 The life-insurance business was good to Steven M. Brasner for much of the past decade, so good that he and his wife named their motor yachts after it. Their first, a 34-footer, they christened "Preferred Risk." Its 50-foot replacement: "STOLI on the Docks...

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TAGS: Life Settlements, Life Insurance, Viatical

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