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Bruce Evans - Research Insights

Bruce Evans, Satish & Yasmin Gupta College of Business

Bruce Evans"Life Settlement Transactions From the Standpoint of the Investor"

In the Author's Words
The life settlement industry brokers the transfer of rights in life insurance policies from policyholders to investors. In this article, we examine life settlement transactions from the standpoint of the investor. We discuss the history and current state of life settlement structure, regulation and taxation. Although recent tax and legal rulings as well as industry challenges have reduced life settlement market activity, the benefits of these transactions persist for market participants. Over time, we expect life settlement activity- in one form or another- to reestablish growth as investors get resolution on regulatory questions and taxation and as the life settlement industry attempts to refurbish its tarnished reputation. This evolving situation may lead life insurers to develop new alternatives of their own.

Journal of Insurance Regulation, Vol. 32 .2014

Faculty Profile: Bruce Evans

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Alumni Couple from UD’s First Graduating Class Remembered by Classmates

“You couldn’t walk by David without a sports story of some sort,” said Patrick O’Hagan, BA ’63, of David Dozier Jr., BA ’60. O’Hagan and his wife, Patricia (Hasler), BA ’63, were freshmen at UD when Dozier and his wife, Dianne (Flusche), BA ’60, were seniors, and later fellow parishioners at St. Thomas Aquinas Catholic Church in Dallas. Patrick O’Hagan was a physics major taking 20 hours and didn’t know Dozier well as a UD student, but Dozier’s penchant for stories struck him even then.

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