How many clients come to you, their financial advisor, and express concerns about retirement? Some fret over paying unexpected medical expenses. Others worry about having too much debt. Many simply worry, “Will I be able to save enough money?” Helping
The Life Settlement Blog
4 Key Factors to Consider When Planning for Retirement – Advisor’s Edition
What Is a Good Monthly Retirement Income?
The question of when to exit the working force has only become more complex over time. In addition to the COVID-19 pandemic draining the pockets of hopeful retirees, the resulting economic downturn and inflation have also made retirement seem unattainable
Retirement Questions for Financial Advisors
A significant part of helping clients retire is navigating your client’s many concerns and questions about exiting the working world. Although the prospect of retirement is often an exciting time, it can also be filled with uncertainty and worry. This
Benefits of Retirement Planning
As a financial advisor, it’s not uncommon to hear clients who are nearing retirement wonder, “Is it better to retire or keep working?” Younger clients may ask things like, “What is the most important factor in retirement planning?” Retirement—and all
Retirement Planning Advisor Life Settlement Use Cases
Even the best retirement financial advisor may never have facilitated a life settlement for a senior client. But life settlements are helping people retire with more cash on hand and fewer recurring bills on a fixed income. Life settlements yield
Enhanced Cash Surrender Value
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4-minute read) If you have a life insurance policy you no longer want or need, you may be interested in what your
What Are the Tax Consequences of Cashing In a Whole Life Insurance Policy?
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4 minute read) If you’re considering surrendering or selling your life insurance policy, it’s important to understand what, if any, taxation consequences
Are Proceeds from Cashing in a Life Insurance Policy Taxable?
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (3 minute read) When someone is considering selling a life insurance policy, one of the most frequently asked questions is “Will I
How Much Tax Do You Pay on a Life Insurance Payout?
Can you cash out a whole life insurance policy? Yes, you can sell all or a portion of a life insurance policy, even term insurance. (3 minute read) If you are looking to rid yourself of a burdensome life insurance
Taxable Gains on Life Insurance Policies
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (6 minute read) Can you cash out a life insurance policy before death? Yes, surrendering or selling a life insurance policy can
