Senior Women from Baby Boom Generation Exercise Clout in Life Settlement Transactions
Financial advisors are taking note of the fact that senior women are beginning to exercise more clout as it relates to financial matters....READ MORE
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Growth in Life Settlement Market Attributed to Broader Consumer Awareness
2018 proved to be a year of substantial growth for the life settlement industry, as reported by The Deal publishing company. The market experienced a 28% increase...READ MORE
Family Offices Incorporate Life Settlements as a Sophisticated Planning Strategy
Recent financial market data indicates that the number of households worth more than $25 million increased by 50% over the past five years.... ...READ MORE
Life Settlement Premium Finance Rescue Case - Selling Policy Helped Client Offset Losses on Loan
When properly constructed and responsibility administered, premium financing is an effective tool for wealthy clients. In addition to providing financial leverage from retained capital, premium financing enables... ...READ MORE
Paying for Long-Term Care May Require Selling One’s Life Insurance Policy
A top-of-mind concern for today’s aging seniors is whether they will have sufficient funds to pay for their care as their health deteriorates. Whether a senior chooses to receive at-home care or custodial care... ...READ MORE
Baby Boomer Trustees Opted to Sell Policy to Protect Balance in IRA Retirement Account
As elder seniors from the Silent Generation (born between 1925-1942) advance in age and struggle to manage their own financial resources, their baby boomer. . ...READ MORE
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