Two provisions in the Tax Cuts and Job Act Law of 2017 (TCJA) have captured the attention of planners and fiduciaries working with senior clients. As a result, Ashar Group is receiving a flood of inquiries from estate planners wanting to know the fair market value (FMV) of life insurance policies owned by their high […]
Rising longevity and a stagnant economy over the past several years have combined to create an uncomfortable reality for many adults in their middle age. While they’re still providing for their own children, they’re often also providing care for their aging parents. This is why so many experts have taken to calling people in their […]
Are you inadvertently ignoring one of your clients’ biggest assets? Houses, trusts, businesses, retirement funds, and other equities - doubtless, you’ve discussed each of these assets with your clients at length. But what about their life insurance policy? Despite the fact that life insurance is an asset, many financial advisors, not to mention policyholders, don’t […]
The start of a new year is always a great opportunity to reevaluate and recharge your business, whether that means adopting new technologies or learning about a new industry niche. Continuing to grow and evolve is especially important for those in the insurance industry, as the industry itself is changing from year to year. Here […]
The American College | Center for Retirement Income
The American College | Center for Retirement Income
Lose weight, start exercising, eat healthier - these are the resolutions we all seem to make at the start of a new year. If you’re a senior, you may have made these resolutions several times by now. So how about something less predictable? Here are a few ideas for senior New Year’s resolutions that might […]
Given that life settlements are still not as mainstream in the financial advising world as they have the potential to be, many advisors don’t bring them up to their senior clients as a possible option. This means that a client could be sitting on a sizeable asset - a life insurance policy - that they don’t […]
The American College | Center for Retirement Income
The American College | Center for Retirement Income
