Secondary Market for Life Insurance Gains Momentum

Studies Show Many Advisors and Senior Policy Owners Still Unaware of Their Options. According to the results of a study released in early June by The Deal publishing company, the secondary market for life insurance grew by 19 percent in 2017 and is predicted to continue on its upward trend. The study found that the total face amount of policies...READ MORE

Trustee for Mother’s Estate Sells TOLI Policy

Financial advisors often rely on our life settlement success stories as a learning tool for recommending solutions to clients with unwanted life insurance policies. In reviewing some of our recent transactions, I’ve chosen to highlight a recent case involving a trust-owned life insurance (TOLI) policy. . READ MORE

What Estate Planners & Fiduciaries Should Know about Life Settlements

One of the trends we are observing in the marketplace is the fact that more estate planners and fiduciaries are discovering life settlements to achieve client-centric outcomes.

As growing numbers of aging baby boomers turn to their advisors to help them achieve their retirement and estate planning objectives, many estate attorneys are faced with decisions regarding life insurance policies that are no longer relevant to estate plans created years ago. READ MORE

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