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Business & Finance

How the AIDS crisis laid the groundwork for today's multibillion-dollar life settlement industry

A market that began with informal cash agreements for terminally ill patients during the 1980s has grown into a Wall Street investment sector.

The short version

  • The modern life settlement market originated during the late 1980s AIDS epidemic, initially taking the form of viatical settlements that offered terminally ill patients cash for their insurance payouts.
  • Rooted in a 1911 U.S. Supreme Court decision that treated life insurance policies as personal property, the business expanded over the decades to encompass retirees seeking financial planning options.
  • After the 2008 financial crisis, institutional investors and hedge funds stepped up purchases of active insurance policies, eventually bundling them into securitized products known as death bonds.

Key facts

  • A life settlement involves selling an active life insurance policy to an investor for a cash fraction of its face value, after which the buyer maintains premium payments and receives the final payout upon the policyholder's death.[NPR]
  • The legal framework allowing individuals to sell their life insurance policies to third parties derives from a 1911 U.S. Supreme Court ruling establishing policies as transferable property.[NPR]
  • Scott Page established an early brokerage model during the late 1980s AIDS crisis to assist terminally ill patients in acquiring cash for medical care and living expenses through viatical settlements.[NPR]
  • Following the 2008 financial crisis, hedge funds and investment banks increasingly purchased life insurance policies to securitize into financial instruments called death bonds.[NPR]

Sources