iYou’ve just helped your client complete a life settlement. Congratulations! You’ve saved them years of expensive premium payments, increased their financial security, and given them a financial cushion in case they need long-term care. Now that your client has received their lump sum payment, the question becomes - now what? While some clients may know […]
One issue that financial advisors, elder care lawyers, long-term care advisors, and insurance advisors may all experience in common is that they don’t know when a life settlement might be a good fit for a client. Since many financial professionals are unfamiliar with the life settlement market already, it can be difficult to determine how […]
Caregiving today looks very different than it did 50 years ago. Thanks to improvements in medicine, technology, and psychology, among other things, today’s family caregivers have more resources available to them, as well as a greater ability to maintain their loved one’s quality of life. With the speed at which technology is currently developing, family […]
For as long as many of us can remember, seniors who needed a little help getting around had two options: move in with family, or enter an assisted living community. Most seniors, of course, would rather stay in their homes, but this often proves so difficult that they find themselves unable to do so. Unfortunately, […]
As retirement has changed over the past several decades, longevity has become a more and more important part of financial planning. As life expectancies gradually become longer, company pensions continue to disappear, and long-term care becomes more expensive, the unwelcome possibility of outliving one’s money has become more of a concern.
One of the most frequently asked questions the Ashar team receives when speaking with advisors is “How do I identify life settlements cases?” Financial professionals and fiduciaries want to know how to best serve their clients but aren’t sure what situations are a good fit for a life settlement. The great news is, you don’t […]
As the current year draws to a close, many financial advisors are busy planning for the one to come. For many advisors specializing in retirement planning, that means building their client base, learning new skills, or venturing into new financial territory. If you’re looking to attract more retirement clients in 2018, here’s a checklist to […]
Experienced financial advisors have handled all sorts of situations throughout their careers. From weathering economic ups and downs, to helping individual clients with unusual life circumstances or needs, financial advisors know that versatility and a wide knowledge base are key to earning and retaining their clients.
As a responsible financial advisor, you know that protecting your client’s best interests throughout a life settlement requires working with a licensed life settlement broker. But once you’ve decided to work with a life settlement broker, how do you decide on the right one? Here are a few guidelines that can help you ask the […]
