Future-Proof Your Practice with Life Settlements
Why It Makes Sense for Today’s Advisors. If you’re like many other insurance or financial advisors ..READ MORE
Blog
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 ...READ MORE
Telling It Straight: Why Clients Should Insist on Multiple Offers before Selling Life Insurance Policies
It’s the word on the street. Greater numbers of investment clients and other consumers are making their expectations known when . . READ MORE
Senior with Long Life Expectancy Receives $420K Settlement for Policy
Advisors who are familiar with the qualification factors for a life settlement know that the health and longevity of the insured is a key determinant as to whether the policy owner qualifies for a settlement. Generally. 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 . 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 . READ MORE
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