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

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

Quickly learn if your client's policy qualifies for a Life Settlement. Start Here