In the financial sector, the term “best interest standard” generally means setting aside one’s...READ MORE
Many seniors have come to the conclusion that it makes economic sense to be free of annual premium payments by selling an unwanted policy for multiple times its cash surrender value. . ...READ MORE
For retired clients who are looking for creative ways to optimize the cash assets in their retirement portfolio, this success story . ...READ MORE
Many individuals and business owners have purchased universal life insurance policies as part of their retirement and estate. ...READ MORE
Insurance professionals recognize that staying in touch with clients throughout the years is good business practice. ...READ MORE
Many seniors who remain healthy into their 90s are often faced with escalating life insurance premiums due to recent cost of insurance (COI) increases by carriers... ...READ MORE