Life settlements create opportunity, mitigate risk, and deliver value for you and your aging clients. Every year, seniors voluntarily lapse or surrender more than $100 billion in life insurance ...

Most people purchase a life insurance policy so their loved ones are taken care of when they die. But what if you wanted to cash in on that policy while you’re still alive, to pay for necessities now?

Most financial professionals pride themselves on knowing the full scope of what’s available to their clients. But for too many, life settlements remain a blind spot: misunderstood, mischaracterized, ...

With changes to many tax laws looming at the end of the year, a life insurance settlement could provide an opportunity for clients to not only donate to a charity but also reap tax savings under ...

You can maximize a life insurance policy and reap its benefits while you're alive by taking advantage of features like loans, withdrawals, and riders. You can also "sell" it and receive your life ...

“You’re worth more dead than alive!” the greedy Mr. Potter tells George Bailey in the classic film "It's a Wonderful Life," referring to Bailey’s life insurance policy. That may have been true for the ...

A life settlement can feel like a hidden financial option that many Californians don’t realize they have. If you’re holding a ...