Planning a Staycation

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4 minute read) Let’s face it––you’ve been through enough in the past year. The pandemic has kept all of us distanced from

Life Settlement Success Stories from 2020

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (2 minute read) Life Settlement Advisors helps clients discover the hidden asset of which most individuals are unaware. Clients can sell all

How Does Estate Tax Work?

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4 minute read) The words “estate tax” get lots of people worried about the future of their legacy. But in truth, the

When is the Right Time to Surrender a Life Insurance Policy?

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (3 minute read) Surrendering a life insurance policy means cancelling the policy, and potentially receiving a payout as a result. The question

Starting Your Spring Garden

Did you know you can sell all or a portion of a life insurance policy, even term insurance?  (3 minute read) WINTER’S A-MELTING! Just as sure as the months pass with time, so will the bleakness of winter pass and

Innovative Ways to Reduce Taxable Income

(4 minute read) Did you know you can sell all or a portion of a life insurance policy, even term insurance? With tax time approaching, many people are thinking about how to lower their 2020 tax bill through deductions or

Movies Celebrating Major Birthdays in 2021

(3 minute read) Did you know you can sell all or a portion of a life insurance policy, even term insurance? Movies are one of the most fun ways to pass the time with family. But outside the newest films

Relationship Building with Senior Clients

(2 minute read) Did you know you can sell all or a portion of a life insurance policy, even term insurance? The number of senior clients in need of trusted financial professionals is larger than ever before in history, and

2021 Retirement Account Contribution Limit Updates

(4 minute read) Did you know you can sell all or a portion of a life insurance policy, even term insurance? The IRS has announced updates to the contribution limits placed on retirement accounts for 2021. While this doesn’t happen

5 Questions to Ask a Financial Planner

Did you know you can sell all or a portion of a life insurance policy, even term insurance? (3 minute read) As retirees, few things are as important as the security and well-being of your finances. The money, assets, and