The Life Settlement Report

Mickelson Capital Consulting

admin — Mon, 02 Aug 2010 23:36:21 +0000

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Syndicated PIPE deals

admin — Mon, 02 Aug 2010 22:57:56 +0000

Syndicate investing simply describes a situation in which there are multiple parties to the deal. In many cases, the syndication is done in order to ensure that the minimum required capital that the company is trying to raise is met. In this particularly tough market environment, you will find that far fewer deals get done [...]

Can You Get Investment Returns Without Risk?

admin — Mon, 02 Aug 2010 22:49:19 +0000

The simple answer is NO.. but that does not mean that you have to assume large amounts of risk to get good returns. What is important is that you identify what the risks are and have specific strategies to mitigate them or otherwise protect your investment capital. If you are satisfied with low single digit [...]

How much will Investors pay for life insurance?

admin — Mon, 19 Jul 2010 18:28:14 +0000

There is absolutely no simple answer to this question but I can give you some guidelines. ANYONE who tells you they can give you a firm valuation without obtaining medical information, policy information and trust information if it is held in a trust is simply lying to you. You can get a rough idea but [...]

Risk vs. Ignorance

admin — Tue, 13 Jul 2010 06:26:05 +0000

Every day see people engage in what I consider insanely risky activities. For starters millions of us jump into a 5000 LB hunk of metal that kills and disables millions of people every year. And yet most of us also would not consider driving a car a recklessly risky decision. Why is that? Is it [...]

When You Avoid Taxes, Returns Can Explode

admin — Fri, 02 Jul 2010 07:24:18 +0000

There are many proven strategies employed by the country’s wealthiest families and corporations to reduce taxes. And yet most people still don’t use them. The fact is probably the single most powerful way to explode your investment returns is to stop giving half of what you make away. We have been very busy this year [...]

Insurance Conversion Success Story

admin — Mon, 28 Jun 2010 16:27:59 +0000

We helped this client reduce annual life insurance expenses by over 60%, keep their coverage…all at no cost to them. We have a long term client who purchased a $1M survivorship life insurance policy in 2000 from a highly rated carrier. Several years later they took out a loan for $75,000 to help with college [...]

Life Settlement Portfolio Red Flags

admin — Sun, 27 Jun 2010 20:54:05 +0000

In working with investors we are regularly asked to review portfolios. Buying life settlements requires extensive due diligence but often when you are first presented with a portfolio you can spot some red flags. Now these red flags don’t mean that you have a bad portfolio or that you should go running for the hills. [...]

Alternative Investments are Like The NBA Draft

admin — Sun, 27 Jun 2010 17:41:32 +0000

PIPE (Private Investment In Public Equity) deals remind me of the NBA draft. Of course there is no David Stern, but there are plenty of tacky suits and talks of upside. Optimism reigns and potential dominates substance. This isn’t necessarily bad. Take John Wall for example. He showed enough promise in one year at Kentucky [...]

Help For Uninsurable Seniors

admin — Tue, 22 Jun 2010 20:12:01 +0000

If you have a large taxable estate and are uninsurable then you have probably have concerns. First you will be leving your heirs with potentially a substantial tax burden. Second, the government not you is deciding where your hard earned estate is going to benefit. Typically, life insurance would be used to mitigate this tax [...]