Estate Planning Attorney Deemed It His Fiduciary Duty to Recommend Life Settlement for Client’s $500K Policy
Estate attorneys are often on the front lines when it comes to the problem-solving potential of life settlement transactions...READ MORE
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Recent News Articles in Mainstream Media Boost Consumer Awareness of Life Settlements
The number of news articles published in 2018 by mainstream news organizations regarding the advantages of selling unwanted life insurance policies...READ MORE
Policy Review: The Initial Step in the Life Settlement Process
Life insurance is an essential component of estate and business planning. Whether the coverage is purchased for income replacement for a spouse or children. ...READ MORE
When Social Security Trust Fund Runs Dry in 14 Years Life Settlements are Likely to Increase
Each September the nonprofit group, Life Happens, launches Life Insurance Awareness Month to educate Americans about the importance of life insurance during the ...READ MORE
Advisors: Are You Recommending Life Settlements for Senior Clients Who Want to Age-in-Place?
The nation’s demographics are undergoing a major shift that is impacting the way consumers and their financial advisors plan for the future. ...READ MORE
Life Settlements Can Help Clients Achieve Charitable Giving Goals
Giving to charity hit a record $410 billion in 2017, according to the Giving USA annual report. Total giving was up 5 percent, driven in large part by favorable economic conditions in 2017.
The Giving report cited increases in nine major categories of charitable giving. ...READ MORE
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