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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

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