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
As the word on the street continues to spread that the life settlement industry is picking up steam, more and more producers and financial professionals are taking a second look at life settlements for clients with policies they no longer want or need...READ MORE
As the secondary market for unwanted permanent life insurance policies continues to generate broader awareness among senior clients and their agents, many consumers and their advisors may not be aware that a term life insurance policy (if convertible) may..READ MORE
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.. READ MORE
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