April is National Financial Literacy Month

April is National Financial Literacy Month. April is National Financial Literacy Month, and for those of us in the financial services industry, we have a responsibility to broaden awareness of the importance of sound money management and proper financial planning...READ MORE

Success Story Illustrates that Choosing an Experienced Life Settlement Broker Does Matter

Most producers would likely agree with the wisdom of using the services of a life settlement broker to sell a policy in the secondary market. Equally important is choosing an experienced life settlements broker known for its “competitive tenacity” in working each case to achieve the highest possible value for the seller’s policy. In a recent case example, Asset Life Settlements demonstrated its skill and competitive negotiating abilities involving a life settlement transaction that could have resulted in the policy seller leaving approximately $60,000 on the table.. READ MORE

August 11, 2015

What Financial Professionals Should Know About Trust-Owned Life Insurance (TOLI) and Life Settlements

Trust-owned life insurance is often considered the cornerstone of an estate plan. It enables the trust to provide a cash inheritance to survivors, to cover estate taxes, liquidate debt, or create a legacy through charitable gifts. But because of its long-term investment horizon to maturity, a trust-owned life insurance policy is often overlooked by those monitoring or managing the overall trust...READ MORE

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