3 Important Tips for Working with Grieving Clients
Oct 18, 2017
One of the unique aspects of financial advising is the opportunity to share in some of the most pivotal moments of clients’ lives.
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One of the unique aspects of financial advising is the opportunity to share in some of the most pivotal moments of clients’ lives.
Finances are possibly one of the most emotionally charged topics a family will ever have to discuss. Guilt, obligation, embarrassment, hurt – these feelings are so often tied up with a person’s ideas about money that it’s the rare family who can converse on the subject without someone feeling upset.
From the time of our company’s founding, we at Ashar have placed our core values at the center of our work. We believe in what we do because we’ve witnessed firsthand how a life settlement can bring relief to families that have been experiencing intense financial stress for months - sometimes years.
Retiring today isn’t what it was 30 years ago. Today’s retirees are living longer, are often more active, and are expecting more out of their senior years than previous generations did. That’s part of why so many retirees are embarking on encore careers or starting their own businesses. But there’s one element of an active […]
A new report by the National Association of Insurance Commissioners (NAIC) Long-Term Care Subgroup includes life settlements among three options for paying for long-term care. Those of us working in the industry have known for years that life settlements are an excellent option for seniors and their families who are struggling to pay for long-term care.
There’s a time during our lives when life insurance can give us incredible peace of mind. When our children are young, or when they’re heading off to college, it’s a relief to know that if something happened to us, their world wouldn’t end. The family would still have money to live on. Tuition would still […]
Since many in the financial services industry are still unfamiliar with the life settlement market, it may come as a surprise that the industry itself is continuing to see strong growth.
Longevity planning is fast becoming one of the most pressing aspects of retirement planning. The reason, of course, is that people are living longer than ever before. That not only means that our retirement money has to last us longer than it used to, but also that we have to prepare for higher healthcare costs, […]
The U.S. is facing a retirement crisis. American Baby Boomers are leaving the workforce at an estimated rate of 10,000 per day - and that’s supposed to continue through 2027. What’s more, a staggering 45% of Baby Boomers have nothing whatsoever saved for retirement. That means that a huge percentage of this group is also […]
If you’re like most people, you bought your life insurance policy because you wanted to take care of your family. You wanted to make sure that if something happened to you, your spouse and children would have something to live on. That’s what we all want: to take care of the people we love to […]