secondary market watch

What Senior Clients Want from Their Financial Advisors

November 19,19 | 3:14 pm

Professionals who offer financial consulting services play an important role in their clients’ quality of life. “Quality of life,” of course, can mean very different things throughout a person’s life. The financial needs of clients in their thirties, for example, can vary greatly from those of clients in their fifties.  Continue reading

How to Build Long-Term Business Relationships

October 15,19 | 4:28 am

Trust and respect. From serving as the backbone of a professional’s good name to being a catalyst for an organization’s long-term prosperity, these are among the cornerstones for building and sustaining success in business and beyond. Continue reading

Percentage of Children Funding the Needs of their Aging Parents

September 18,19 | 4:31 am

According to Forbes, it is more expensive to care for an aging parent than it is to raise a child for their first 17 years of life. However, few adult children possess the financial resources to successfully contend with this reality. For this reason, it’s important that financial professionals be well acquainted with the financial demands of familial caregiving and to prepare their clients accordingly.  Continue reading

Protecting Seniors from Identity Theft

September 11,19 | 3:37 am

Every year, thousands of senior citizens fall victim to identity theft. The Federal Trade Commission reports that senior citizens are “disproportionately affected by fraud,” and many identity thieves specifically target older Americans, using Medicare or Medicaid as a way to illicitly gather information about their victims. Continue reading

Behind the Life Settlement Curtain: Q&A for Financial Advisors

September 04,19 | 6:19 am

Determining whether a life settlement is right for your client is dependent upon a thorough understanding of the process. Life settlements can be used to better your client’s lives, so it is important to garner as much information as possible. Below is a list of frequently asked questions and answers regarding the opportunity life settlements present. Continue reading

You Don’t Have To Work Forever: You May Have More Assets Than You Think

July 09,19 | 9:00 am

Although today’s seniors can generally look forward to longer lifespans, many feel anxiety about their financial future and the need to continue working indefinitely to make ends meet. If you’re one of these seniors, the idea of comfortably retiring may seem unimaginable. But you may be sitting on a valuable financial asset you’re not even aware of. Continue reading

Informing Grantors About Their Policy

July 02,19 | 3:53 am

Even seasoned policy owners can benefit from learning more about their policy, how the policy is affected by the market, and more. Both the grantor and the trustee can find these discussions constructive and productive. Continue reading

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