Category Archives: Uncategorized

How Does a Life Settlement Calculator Work?

(3 Minute Read) Did you know that you can sell all or a portion of a life insurance policy, even term insurance? That’s what the life settlement market is all about, and it can be a little confusing for newcomers.

Reasons to Retire Early

(2 Minute Read) You’ve probably been working hard, day in and day out, your entire life. And while, like many people, you did so happily in order to provide for you and your family, retirement has probably always been in

Tax Strategies for Seniors

(3 Minute Read) At this point in your life, you probably have the whole tax thing down. You know the drill. Take some papers into your accountant and see how much you owe, pay it, and then repeat the next

Seniors and Their Pets

(3 Minute Read) If you’ve spent your life being really busy with a career, raising a family, or both, you may not have had time for one of life’s true pleasures: owning a pet. Now that you have retired and

Viatical Settlement vs Life Settlement: What’s the Difference?

(2 Minute Read) When you reach retirement age or start considering how you are going to finance your retirement, you may have a lot of questions. One common question is, “what’s the difference between a viatical settlement vs. life settlement?”

Are Your Senior Clients Financially Prepared for Next Year?

(3 Minute Read) As an advisor, your primary objective is to help your clients stay financially sound. Whether that means carefully curating their investment portfolio, helping them plan for a big purchase, or simply staying afloat as a retiree, they

Senior Holiday Health Tips

(3 minute read) As the holidays come around, each year we feel a little different. Some years the bustle is exciting and energizing, while other years it’s a slog from Halloween to New Years. But whether merry or stressful or

Filling Your Daily Planner as a Retiree

(3 Minute Read) The golden years of retirement are a time to live life to its fullest. As opposed to the years spent at work, where the days fill up quickly, you’re now free to do the things you want,

Educating Senior Clients about Life Settlements

(3 Minute Read)  A financial advisor provides their clients opportunities and advice that will help them for years to come. If your client is a senior working towards retirement you want them to know all of their options. There are

What is the Life Settlement Industry?

(3 Minute Read) By the time Americans reach retirement age, it’s likely they have a good understanding of the concept of insurance and how an insurance company makes money. What isn’t as understood is how the life settlement industry works,