Blog page 6| Asset Life Settlements

Financial Planning - Recent market data indicates that households worth more than $25 million increased by 50% over the past five years

Family Offices Incorporate Life Settlements as a Sophisticated Planning Strategy

Recent financial market data indicates that the number of households worth more than $25 million increased by 50% over the past five years.... ...READ MORE

Financial advisors have an opportunity to educate senior clients and their caregivers about the secondary market for life insurance policies to help pay for quality long-term care.

Life Settlement Premium Finance Rescue Case - Selling Policy Helped Client Offset Losses on Loan

When properly constructed and responsibility administered, premium financing is an effective tool for wealthy clients. In addition to providing financial leverage from retained capital, premium financing enables... ...READ MORE

Paying for Long-Term Care May Require Selling One’s Life Insurance Policy

A top-of-mind concern for today’s aging seniors is whether they will have sufficient funds to pay for their care as their health deteriorates. Whether a senior chooses to receive at-home care or custodial care... ...READ MORE

Never allow a policy to lapse before exploring the insured’s eligibility for a life settlement, and never settle for a single offer from one provider. Be sure to use an experienced life settlement broker who will shop the policy in the secondary market for the highest possible cash settlement

Baby Boomer Trustees Opted to Sell Policy to Protect Balance in IRA Retirement Account

As elder seniors from the Silent Generation (born between 1925-1942) advance in age and ...READ MORE

Trustee for mother’s estate sells Trust-Owned-Life-Insurance policies that were no longer needed for tax planning. Selling the policies also eliminated sibling squabbles over management of the estate and helped to preserve family harmony.

Selling $4M TOLI Policies Helps Trustee Preserve Family Harmony

For life settlement brokers, negotiating the sale of a trust-owned life insurance policy is normally a routine transaction. ...READ MORE

For this retired business owner, Selling an obsolete COLI policy for double the cash surrender value is the most sensible solution.

Light Bulb Goes On: Retired Business Owner Sells $10M COLI Policy for $600K

Choosing a life settlement broker is a critical first step in selling an unwanted life insurance policy in the secondary market for life insurance ...READ MORE