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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

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

Why It Makes Sense for Today’s Advisors. If you’re like many other insurance or financial advisors, you’re well aware of the fact that famous brand names such as Paine Webber, Blockbuster, Arthur Andersen, Toys-R-Us, Borders, TWA and MCI WorldCom no longer exist. And while we may scratch our heads in disbelief, there’s a reason why 88 percent of the ...READ MORE

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

It’s the word on the street. Greater numbers of investment clients and other consumers are making their expectations known when it comes to working with financial professionals in order to ensure the advisor has their best interests at heart. . . READ MORE

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