TABLE OF CONTENTS

The study materials for this course are available on-line. To begin the interactive version, click a chapter link in the Table of Contents. You may study the material in any order you wish -- but  we recommend following the NEXT link found on each page. If you use the NEXT links, you will be sure you have studied all of the material.

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Print versions of the chapters are available. If you choose to study using the print version, be sure to complete the Chapter Reviews on-line before taking the final exam.


TABLE OF CONTENTS
ONLINE STUDY MATERIAL
ONLINE REVIEW QUESTIONS
PRINT VERSION
An Emerging Market
Basics of
Lifetime Settlements
Prospects for
Lifetime Settlements
Market Regulation
Ethics & Fiduciary Responsibilities
Taxation




Chapter 1  An Emerging Market

Introduction
Development of Insurance
"Distorted Values"
An Emerging Market
Chapter 1 Review Questions


Chapter 2   Basics of LifetimeSettlements

Terminology
Mechanics of a Settlement
Chapter 2 Review Questions


Chapter 3  Prospects for Lifetime Settlements

Viaticals vs. Senior Settlements
Viatical Settlements -- Market
Viatical Settlement -- Prospects
Senior Settlements -- Market
Senior Settlements -- Pricing
Senior Settlements -- Prospects
Individual Uses of Senior Settlements
Life Settlements for Businesses
Chapter 3 Review Questions


Chapter 4  Market Regulation

Uses and Abuses
Regulators
Industry Self-Regulation
Chapter 4 Review Questions


Chapter 5  Ethics & Fiduciary Responsibilities

Suitability
Disclosure
Fiduciary Responsibility
Chapter 5 Review Questions


Chapter 6   Taxation of LIfetime Settlements

Taxation of Viatical Settlements
Taxation of Senior Settlements
Taxation of Business Owned Policies
Chapter 6 Review Questions