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
Financial advisors often rely on our life settlement success stories as a learning tool for recommending solutions to clients with . 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
For financial advisors who offer guidance on 401(k) plan assets, individual retirement accounts or other qualified monies saved for retirement, phrases such as “fiduciary duty” and] READ MORE
April is National Financial Literacy Month. April is National Financial Literacy Month, and for those of us in the financial ...READ MORE