Did you know that a policy owner’s life expectancy estimate is the single most important variable used by institutional buyers in the pricing of policies in the life settlement....READ MORE
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
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
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
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
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