Blogs

Life Settlement 101: How Does Transparency and Disclosure Impact Fiduciary Responsibility?

Jul 02, 2014

get a secondary opinion® It's up to you to source, review and facilitate solutions for your clients. That’s why the Secondary Market isn't just an option for fiduciaries, bound to serve clients as though the funds were their own — it’s an option that is simply good practice for every advisor if the circumstances are […]

Keep Reading

Need for Coverage Changes due to Decrease in the Estate Tax Exemption

Jun 26, 2014

get a secondary opinion® Life insurance has long been a planning tool to offset the impact of federal estate taxes or provide financial relief when a family needs it most. One of the most significant events that impacted recommendations by attorneys, CPAs, and advisors was the passing of the American Taxpayer Relief Act of 2012 […]

Keep Reading
1 38 39 40
menucross-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram