Seniors Hit Hard by Recession

Nov 01, 2022
Seniors have historically allowed large amounts of life policies to lapse in response to recessions, policies that could have been appraised for potential sale instead...

Volatility and Life Insurance

Aug 24, 2022
As we head into autumn, it’s helpful for agents and advisors to perform a broad assessment of their annual goals and modify their sales and marketing strategies accordingly.

The Life Settlement Double Dip

Jun 02, 2022
It’s no secret that policy appraisals and life settlements can now offer aggressive referral fees for agents and advisors. The proceeds of the settlement can then be put to work, and it becomes a whole new level of “Win-Win” transaction.

Finding Opportunity In Crisis

Apr 06, 2022
Albert Einstein once said: “In the midst of every crisis, lies great opportunity.” In business, I know this to also be true because everyone who’s in crisis needs a solution.

Avoid Gray Sheeting

Nov 04, 2021
Life insurance settlement brokers and providers are systematically underpaying for life insurance policies, and they continue to advocate for an inefficient and antiquated pricing scheme.

Life Settlements as a Hedge Against Inflation

Aug 09, 2021
For agents and advisors who are under 50, the term “inflation” does not have a huge meaning beyond the textbook definition. Most folks from Generation X and younger did not experience the specter of inflation that haunted the 1970s — but their clients did.

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