March 21, 2024 Financial downsizing for a more comfortable retirement Downsizing in later years is more than about moving to a smaller home.
March 4, 2024 Planning for end-of-life expenses amid soaring costs There’s a critical aspect of financial planning that often doesn’t receive the attention it warrants until it’s too late: the cost of dying.
February 15, 2024 Life settlements and taxes: Navigating the complexities Questions about the taxation of life insurance settlements often arise during the tax preparation season.
January 17, 2024 Helping clients embrace semi-retirement Semi-retirement is the latest trend among older Americans who aren’t quite ready to leave the workforce for good.
December 18, 2023 Developing a successful life insurance settlement business line Here are critical steps and considerations for agencies and broker-dealers looking to develop a successful life insurance settlement business line.
October 19, 2023 Is a life insurance policy like the family minivan? Life insurance sometimes doesn’t keep up with a policyholder’s needs as their family grows up and costs increase.
September 18, 2023 Unharness your business’s epic ascension with life settlement superhero power Be a superhero to your clients by offering life settlements.
August 9, 2023 How term life insurance can maximize your client’s retirement stash Term life insurance can play a significant role in retirement planning.
June 12, 2023 Life insurance policy appraisals: debunking the three biggest misconceptions Here are the three biggest misconceptions about life insurance policy appraisals and why they’re wrong.
May 11, 2023 Silver divorce and life insurance settlements: Navigating a new landscape Silver divorces may involve the division of life insurance. How a life settlement might be a solution.
September 1, 2022 Why a life insurance policy appraisal should be part of your toolkit Here are three mid-year resolutions for better client relationships in our current bear market.