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...READ MORE
It’s the word on the street. Greater numbers of investment clients and other consumers are making their expectations known when . . 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. . READ MORE
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
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
It’s encouraging to know that more seniors are becoming aware of the option to monetize and optimize their unwanted life insurance policies by selling them in the secondary market. READ MORE