Life Settlements & the Secondary Market for Life Insurance

Friday August 15, 2025 12:00 PM | (UTC-07:00) Pacific Time

Approved CE Course ID: 28103

Course Type: Life & Health

Course Credit: 1 Hour

Life settlements provide an alternative financial solution for policyholders who no longer need or can no longer afford their life insurance policies. Instead of letting their policies lapse or surrendering them for a lower cash value, policyholders can sell their policies on the secondary market for a potentially greater financial return. This CE course explores the intricacies of life settlements, including how they work, the regulatory framework, ethical considerations, and their role in financial planning.

- A solid understanding of life settlements, including how policies are evaluated and sold

- Insight into the regulatory landscape, including federal and state-specific considerations

- Knowledge of ethical responsibilities and best practices in the industry

- Awareness of the impact of life settlements on policyholders' financial planning and overall wealth management

- An understanding of emerging trends and future growth opportunities in the life settlement market

About Our Presenter, Stuart Little 

Stuart Little, CLU, MBA is the National Sales Director at Abacus Life, Inc. Stuart works exclusively with financial advisors, insurance agencies, and estate attorneys to integrate life settlements into current offerings. He has extensive knowledge of the valuation of life insurance policies and how it can be used for more specific financial planning for clients. He has valued thousands of insurance policies and is a resource for advisors all over the country. Over the course of his career, Stuart has transacted nearly $1 Billion in face value, paying out millions of dollars to policyholders in exchange for their lapsing and unwanted insurance policies.