Five Tiers of Fiduciary Best Practices
Family Trustee, CFP Advisor, Insurance Specialist and CPA Partner with Asset Life Settlements to Sell $3M Trust-Owned Policy for 50% of Face Value , ,...READ MORE
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Information is Power
If you’re looking for insight and knowledge about the life settlement marketplace, you’ve come to the right place.
Our monthly blog articles and published news articles are your most reliable source for information about the life settlement marketplace.
Financial advisors and consumers often tell us that our comprehensive coverage of trends impacting the life settlement market as well as our compelling success stories provide valuable insight for those who may be thinking of selling their policy.
Become empowered. Explore our list of topics and learn more about the transformative impact that life settlements are making on the lives of many seniors.
In addition to our blog articles and published articles in the trade media, we encourage you to review our collection of recent success stories. If you have questions or would like to discuss a potential case, please call us at 888-335-4769.
What’s Trending in Life Settlement Transactions?
Term Policy Conversions
A unique advantage of having spent more than 20 years as a life settlement broker is the opportunity to recognize trends involving policies sold in the secondary market., ,...READ MORE
2023: The Road Ahead for Life Settlements
The last several years have been challenging for the economy in every possible respect. But as we look at the road ahead, we are encouraged that the life settlement market is uniquely positioned for, ,...READ MORE
Selling $3 Million Policy Helps Senior Couple
Fund Grandchildren’s College Education
With the Holiday Season in full swing, the spirit of giving surrounds us. For older retirees with grandchildren and great grandchildren, the concept of “giving while living” and providing an enduring, ,...READ MORE
Will the Life Settlement Market Exist 10 Years from Now? Yes, predicts industry analyst.
Amid high inflation and fears of a prolonged stock market downturn, it’s no wonder that many financial advisors are helping worried clients preserve and boost their cash reserves ,...READ MORE
Avoiding a Nightmare on RMD Street in a Bear Market ─ How the Payout from a Life Settlement May Ease the Bear’s Bite
As the third quarter of 2022 came to a close, financial experts confirmed the haunting news.,...READ MORE
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