(4 minute read) Did you know you can sell all or a portion of a life insurance policy, even term insurance? With tax time approaching, many people are thinking about how to lower their 2020 tax bill through deductions or
The Life Settlement Blog
Innovative Ways to Reduce Taxable Income
Movies Celebrating Major Birthdays in 2021
(3 minute read) Did you know you can sell all or a portion of a life insurance policy, even term insurance? Movies are one of the most fun ways to pass the time with family. But outside the newest films
Relationship Building with Senior Clients
(2 minute read) Did you know you can sell all or a portion of a life insurance policy, even term insurance? The number of senior clients in need of trusted financial professionals is larger than ever before in history, and
2021 Retirement Account Contribution Limit Updates
(4 minute read) Did you know you can sell all or a portion of a life insurance policy, even term insurance? The IRS has announced updates to the contribution limits placed on retirement accounts for 2021. While this doesn’t happen
5 Questions to Ask a Financial Planner
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (3 minute read) As retirees, few things are as important as the security and well-being of your finances. The money, assets, and
Christmas Poems to Share with Family and Friends
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (2 minute read) The Christmas season is full of lovely traditions, including toasts, storytelling, Christmas cards, and moments of good cheer. Whether
What Does it Mean to Be A Fiduciary When Managing Life Insurance Policies?
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (3 minute read) A fiduciary is an individual or organization who holds a legal and ethical relationship of trust with their clients.
How to Talk About Selling a Life Insurance Policy
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4 minute read) As a financial advisor, you want to be sure you’re offering senior clients the absolute best in wealth management
How Long Does a Life Settlement Take?
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (2 minute read) Helping a senior client sell an unwanted or unneeded life insurance policy can be a life-changing event. Not only
15 At-Home Science Projects for Kids
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4 minute read) The fields of science, technology, engineering, and math, collectively known as STEM, are some of the most emphasized areas