Percentage of Children Funding the Needs of their Aging Parents

Sep 18, 2019

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 […]

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Protecting Seniors from Identity Theft

Sep 11, 2019

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.

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

Sep 04, 2019

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 […]

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5 Reasons Why You Should Have a Financial Advisor

Jul 26, 2019

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

Jul 09, 2019

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 […]

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Informing Grantors About Their Policy

Jul 02, 2019

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.

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Life Settlement Myth #2: Your Client Should Keep Paying for Life Insurance In Case a Buyer Wants to Purchase It

Jun 25, 2019

Some of your retirement-age clients might think that they should keep paying for life insurance, i.e. expensive premiums, in hopes of a buyer eventually purchasing their policy. Yes, it is wise to practice forward planning with personal finances, but with life insurance, things are rarely black-and-white.

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Life Settlement Myth #4: Someone Else Will Do it. There’s Too Much Liability for Me to Get Involved, Anyway.

Jun 13, 2019

Embracing a laissez-faire attitude towards life insurance is easy. After all, other pressing, day-to-day needs require our immediate attention. And if someone doesn’t consider himself a life insurance expert, their involvement might seem unwarranted and maybe even unhelpful.

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Life Settlement Myth #3: I’m Not a Life Insurance Expert, so I Shouldn’t Speak to My Clients About Life Settlements.

Jun 06, 2019

If the topic of life settlements makes you feel like you’re entering uncharted territory, know that you’re not alone. After all, the life settlement business is still relatively new, having first emerged approximately 30 years ago. In the last 10 to 15 years, the practice has grown more inclusive, helping individuals manage and finance life […]

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4 Life Settlement Best Practices that Protect Clients’ Interests

May 30, 2019

If you are a financial professional who often advises seniors, it is in both you and your clients’ best interests to discuss and explore life settlements. This shouldn’t be difficult since life settlements are a natural part of the financial planning conversations you’re already having with clients.

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