These 4 Tools Will Have Your Clients Saying “Wow!”

(3 Minute Read) As a financial advisor, you’re not constantly interacting with your clients. You plan regular meetings throughout the year and communicate outside those meetings only when necessary. Despite this lack of facetime, you can still continually wow your

3 Secret Affordable Retirement Spots

(3 Minute Read) Many seniors look forward to the day they can retire and while everyone has their own plans, there’s generally two types of retirees: those who want to stay at home and those who want to move somewhere

Seniors May Be Missing Out on $112 Billion

(2 Minute Read) Even as life settlements become more widely utilized, seniors are still missing out on an outrageous amount of money from lapsed life insurance. An article by Darwin Bayston</a > highlights that in 2008, nearly $57 billion worth

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The Many Healthcare Options for Seniors

(2 Minute Read) There are many healthcare options out there for seniors. From government-funded programs to private insurance plans, it’s important that any senior looking to increase or change their healthcare benefits and coverage should know what’s available to them.

Surviving Market Volatility in Retirement

(2 Minute Read) The stock market is notoriously profitable, but also notoriously changeable. Many of those already in retirement or hoping to retire in the next few years have investments like 401(k) plans and IRAs which they hope will support

Life Settlements Are About Seizing Opportunity

(2 Minute Read) We often talk about life settlements, the liquidity they provide, and the many ways they can improve the lives of your clients. Every case is different, but there’s one common thread you find running through all of

Are YOU Prepared for the Next Market Crash?

(3 Minute Read) It wasn’t long ago that we faced an economic downfall. During the housing market crash of 2008, a lot of families saw a sudden impact on their financial well-being. While it’s hard to say when (and if)

Why You Should Make Yourself Retire

(3 Minute Read) A huge bulk of baby boomers aren’t retiring—they aren’t allowing themselves to retire. And the reasons why they won’t retire are many. Some fear retirement because they think it will make them obsolete, others worry they won’t

Why Seniors Should Rent, Not Own

(3 Minute Read) When a person owns a home for the better part of a lifetime, sentimental feelings and habit often encourage them to stay forever. But for seniors, owning a home can be more trouble than it’s worth. There