Category Archives: Uncategorized

The Benefits of Health Savings Accounts for Retirement

(3 Minute Read) Many Americans utilize retirement plans like IRAs and employer-sponsored 401(k)s to save money for the future, but these aren’t the only tools you can take advantage of to maximize your financial power. One often overlooked resource for

How to Know if You Qualify for a Life Settlement

4 minute Read A life settlement can be an excellent option for obtaining an immediate payout of cash to alleviate financial burdens such as debt or costly medical treatments. With more than 500,000 seniors allowing their life insurance policy to

How to Sell a Life Settlement

2 Minute Read If you are in retirement or thinking about retiring soon, a life settlement might be right for you. What is a life settlement in the first place? Basically, if you have a life insurance policy that either

Whole Life Settlement vs. Term Life Settlement

(2 Minute Read) There are numerous scenarios where a person no longer needs or wants their life insurance policy. Perhaps they have retired and find that their policy is not needed, or their monthly premiums have become too costly. Whatever

Should I Surrender My Life Insurance Policy?

(3 Minute Read) Feeling uncertain about your financial standings? Turns out that you might not be alone, as recent studies show that about half of all Americans say their costs and debts are equal to their entire income, leaving them

Three Types of Retirees That Benefit from Selling Their Life Insurance Policy

(3 Minute Read) Many advisors hesitate to share the news about life settlement opportunities with their clients because it doesn’t always seem like a natural fit. Selling a life insurance policy to a third party for a lump sum of

how to surrender a life insurance policy

How to Surrender a Life Insurance Policy

(3 Minute Read) As a senior citizen, planning your estate’s future should be one of your highest priorities. Though you may have savings or a pension plan, it’s important to continue keeping a look out for any potential revenue streams,

The Benefits of a Life Settlement for a Senior

(3 minute Read) When you reach retirement age, you probably envision yourself having a lot of fun. Be it trips to the beach or traveling to the Grand Canyon, your retirement should be all about getting the most out of