Most financial professionals pride themselves on knowing the full scope of what’s available to their clients. But for too many, life settlements remain a blind spot: misunderstood, mischaracterized, ...
With changes to many tax laws looming at the end of the year, a life insurance settlement could provide an opportunity for clients to not only donate to a charity but also reap tax savings under ...
Every year, 500,000 older Americans lapse their life insurance policies, according to a survey by the Insurance Studies Institute. And millions each year will surrender their policies. Lisa Rehburg ...
Most people purchase a life insurance policy so their loved ones are taken care of when they die. But what if you wanted to cash in on that policy while you’re still alive, to pay for necessities now?
The election’s over. The Republicans ran the table. Now, agents who were preparing to meet with clients to discuss the “either-or” approach to sunset planning described in “Helping Clients Plan Their ...
With this type of insurance, you pay a regular monthly (or occasionally, annual) premium to a life insurance company. If you ...
“You’re worth more dead than alive!” the greedy Mr. Potter tells George Bailey in the classic film "It's a Wonderful Life," referring to Bailey’s life insurance policy. That may have been true for the ...
Most people purchase a life insurance policy so their loved ones are taken care of when they die. But what if you wanted to cash in on that policy while you’re still alive, to pay for necessities now?
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