How PHL’s rehabilitation will rock the life settlement industry
The Connecticut Insurance Department has petitioned for an order of rehabilitation for PHL Variable Insurance Company and its subsidiaries, Concord Re and Palisado.
William Scott Page
Financial downsizing for a more comfortable retirement
Downsizing in later years is more than about moving to a smaller home.
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.
Life settlements and taxes: Navigating the complexities
Questions about the taxation of life insurance settlements often arise during the tax preparation season.
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.
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.
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.
Unharness your business’s epic ascension with life settlement superhero power
Be a superhero to your clients by offering life settlements.
How term life insurance can maximize your client’s retirement stash
Term life insurance can play a significant role in retirement planning.
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.
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.
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.
