Alternative Investments Chat

Death, Taxes, and Investments: The Case for Life Settlements


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Life insurance is usually seen as protection, not profit. But the growing life settlement market is changing that perception, creating an alternative investment class worth billions. In this episode of Alternative Investments Chat, hosts Erica and Erin unpack how selling life insurance policies works, why seniors are increasingly considering it, and what investors need to weigh before stepping in.

Whether you’re an investor seeking portfolio diversification, a financial advisor exploring new tools for clients, or simply curious about how policies can become assets, this episode sheds light on the numbers, risks, and opportunities in life settlements.

Listen to Learn:

  • What life settlements are and why the market is projected at $200B+
  • Why policyholders might sell instead of surrendering coverage
  • How investors can profit and what risks they take on
  • The role of longevity, taxation, and regulation in outcomes
  • Why awareness and education remain the biggest barriers

Tune in to explore how one of life’s certainties has created a unique investment opportunity.

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Parent company socials:

Facebook, Instagram, YouTube: @invessio

LinkedIn: linkedin.com/company/invessio/

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Alternative Investments ChatBy Invessio's Erica Lanier and Erin Akers