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Financial Advisors: How to Talk to Clients About a Life Settlement Option

Someday, history books will dedicate far too many pages describing the year of 2020. A pandemic-fueled economic crisis…

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5 Life Settlement Myths From Your Broker Dealer

Retirement is more expensive than it used to be. Seniors today live longer and spend more on healthcare…

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Financial Advisors: Should You Use a 1035 Exchange to Optimize Life Insurance?

Life insurance is a long-term asset. Over the decades a life insurance policy is in force, your client’s…

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How Regulation Best Interest (Reg BI) Impacts Your Financial Advisor

Your financial advisor is looking out for your best interest, right? In theory, yes. But up until recently,…

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6 Things Life Insurance Agents Should Discuss During Renewal

There’s a reason why fewer than 85% of life insurance policies actually pay out a death benefit. It’s because…

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How to Get the Most Returns from ILITs with Life Settlements

What is an irrevocable life insurance trust (ILIT)? An irrevocable life trust or ILIT is an entity created…

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