Category Archives: Blog

Try Something New This Holiday Season

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4 minute read) Many of us had to cancel our holiday traditions last year and replace them with Zoom video chats and

How Much Is a Life Settlement Worth?

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (3 minute read) Deciding you no longer want or need your life insurance policy is a big decision. Selling your life insurance

Best Company to Sell Your Life Insurance To

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (6 minute read) As you get older, your life settlement policy might end up costing you more money than you’d anticipated. Sometimes

What Type of Asset is Life Insurance?

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4 minute read) Your net worth compares your assets to your debts, which is a key measure of your overall financial health

Is Life Insurance an Asset?

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (3 minute read) When you think of life insurance, what comes to mind? Is it confusing? Do you have a vague understanding

Five Ways to Create an Extra Fun Thanksgiving This Year

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4 min read) Last year, many of us were unable to see family for the holidays, or at least not in the

Capital Gains Tax on a Life Insurance Payout

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4 minute read) Whether you are already in the process of getting a life insurance payout or were unaware that this was

Pros and Cons of Selling a Life Insurance Policy

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (5 minute read) Nearly 85% of life insurance term policies don’t terminate by paying out a death benefit. Why is this? Often,

Should Wealth Managers Help Clients with 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) Clients depend on their wealth managers to help them make informed decisions regarding their finances and other critical assets.

Life insurance

How to Calculate the Cash Surrender Value of Life Insurance

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (3 minute read) When someone has an unwanted or unneeded life insurance policy, it’s a wise move to think about ways to