Category Archives: Uncategorized

9 Ways to Continue Your Education in Retirement

Retirement is the end of one chapter — your work life — and the beginning of another: Your new life. For some seniors, retirement is an opportunity to travel the world. For others, it’s about having the time to pick

6 Best Places for Retirement Living in 2025

Whether you’re dreaming of mountain views, culinary delights or a vibrant social scene, there’s a retirement spot out there that won’t drain your nest egg. We analyzed cities across the U.S. for factors such as cost of living, healthcare access,

Life Settlements: A Fiduciary Duty for Financial Advisors

A life settlement allows a client to sell an existing life insurance policy to a third party in exchange for a cash payout greater than the policy’s surrender value. For clients with policies they no longer need or can no

Reverse Life Insurance vs. Life Settlement Explained

Life insurance plays a significant role in financial planning for seniors who are managing retirement income and long-term care costs. However, many are also starting to wonder if they can turn their life insurance policy into something useful today, rather

How a Life Settlement Broker Gets You More for Your Policy

According to data from the Life Insurance Research and Marketing Association (LIMRA), demand for life insurance is highest across Generation Z, millennials and Generation X. For Americans closer to retirement, however, the opposite may be true. Policyholders often have equity

Comparing Life Insurance Cash-Out Options

Life insurance policies are often viewed as a safety net for loved ones, but circumstances change. Whether you’re seeking extra cash for retirement, covering medical expenses or simply reducing financial burdens, there are several ways to tap into the value

Life Settlements After Tax Changes: Maximizing Policy Value

Did you purchase a life insurance policy as a way to help reduce the burden of estate taxes on your loved ones? If so, you may not need the policy anymore. The results of the 2024 election have shifted the

Should You Surrender Your Life Insurance for Cash?

You may have had your life insurance policy for a while. Perhaps you took it out to protect your family, business or future, but those things have changed. Maybe you have paid off your house. Maybe your kids are grown.

Financial advisor helping you plan for retirement with life settlements

How Life Settlements Can Help Your Clients Keep More of Their Money

Retirement should be a time to slow down, relax and enjoy life. According to recent data from the AARP, however, most people don’t know when — or if — they’ll be able to retire. Consider that 20% of adults 50

What Happens When Your Term Life Insurance Expires?

You may have been paying premiums on your term life insurance policy for years, and now it’s close to expiring. You may be wondering if all the money you have paid into it will simply vanish. If your term life