(2 Minute Read) The stock market is notoriously profitable, but also notoriously changeable. Many of those already in retirement or hoping to retire in the next few years have investments like 401(k) plans and IRAs which they hope will support
The Life Settlement Blog
Surviving Market Volatility in Retirement
Life Settlements Are About Seizing Opportunity
(2 Minute Read) We often talk about life settlements, the liquidity they provide, and the many ways they can improve the lives of your clients. Every case is different, but there’s one common thread you find running through all of
Are YOU Prepared for the Next Market Crash?
(3 Minute Read) It wasn’t long ago that we faced an economic downfall. During the housing market crash of 2008, a lot of families saw a sudden impact on their financial well-being. While it’s hard to say when (and if)
Why You Should Make Yourself Retire
(3 Minute Read) A huge bulk of baby boomers aren’t retiring—they aren’t allowing themselves to retire. And the reasons why they won’t retire are many. Some fear retirement because they think it will make them obsolete, others worry they won’t
Why Seniors Should Rent, Not Own
(3 Minute Read) When a person owns a home for the better part of a lifetime, sentimental feelings and habit often encourage them to stay forever. But for seniors, owning a home can be more trouble than it’s worth. There
Can you sell a portion of your life insurance policy?
For many who choose to opt for a life settlement, selling the entire policy makes sense. When your client simply doesn’t have a need for the policy anymore, or it just doesn’t make sense to keep paying the premium,
Options for Planning You Didn’t Know Existed
(3 Minute Read) As a financial advisor, you’re consistently involved with your clients’ lives. Their plans for the future almost always include you because those plans usually involve saving. Like when they’re considering their child’s future, their own retirement, and
3 Insurance Tricks You Should Be Using For Your Clients
(2 Minute Read) Being a good advisor to your clients means being able to pull some useful tricks out of your sleeve. When it comes to managing your senior clients’ insurance, these are three tricks you’ll be happy you have.
New Tricks for Continuing Education for Financial Advisors
(3 Minute Read) Financial professionals know that licensure and credentials are critical. Memberships in organizations like FINRA or NAPFA and designations like CFP (Chartered Financial Planner), CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant) are common in the industry
How to Plan for Funeral Costs
(3 Minute Read) It’s not easy to talk about, but funeral costs are a very real part of death. As your parents get older, it may be time to start thinking about what will happen after they pass away. According
