3 Ways to Help Your Clients Assess Their Options in a Challenging Economy

Mar 13, 2023

Agents can look at their client's significant assets and see what other options are available to them. Here are some options to consider...

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How Taxation of Life Settlements Proceeds Works Now

Feb 13, 2023

Here is some essential background regarding taxation to help serve as unofficial guidance...

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Inflation, Life Expectancy, and the Loss of Betty White

Dec 22, 2022

When I think about it past year, several major themes come to mind: inflation, life expectancy, and the loss of my friend, Betty White...

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The case for life insurance as a high-inflation hedge

Dec 14, 2022

Here are reasons why a life insurance appraisal and eventual sale on the secondary market could make sense for your clients...

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Inflation Predicted To Drive Life Settlements Into 2023

Nov 30, 2022

Here are some of the issues that have impacted the life settlement industry in 2022 and a look ahead to the coming year...

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Life Settlement Offers Are Set to Drop Due to Soaring Interest Rates

Nov 09, 2022

The secondary market for life insurance policies typically marches to the beat of its own drum. From an investment perspective, the large-scale marketplace...

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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...

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Why a life insurance policy appraisal should be part of your toolkit

Sep 01, 2022

Based on conversations with producers, agents, advisors and clients, here are three mid-year resolutions for better client relationships in our current bear market...

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Press Release: Seniors will be Hit Hard by Recession

Sep 23, 2022

If there's a dramatic dip in the economy, seniors will be hurting, according to the company which sees a direct correlation as to why a recession will hit them harder...

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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.

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When Inflation & Recession Threaten Your Client Portfolios...

Aug 17, 2022

The proceeds from a life insurance settlement can then be invested or used to bridge the gap between a client’s regular interest income and the increases in the cost of living that are impacting everyone...

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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.

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Using Life Settlements as an Inflation Hedge

May 13, 2022

Life Settlements offer an opportunity for agents and advisors to help ease short-term inflation anxiety, improve long-term financial stability, cement their position with clients as trusted advisors.

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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.

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Life Policy Appraisals Mean Business

Jan 18, 2022

As we enter a new year, agents and advisors should begin efforts to set new appointments and research ways to leverage existing client relationships to grow their business.

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Betty White Helped Transform Life Settlement Industry

Feb 07, 2022

Betty White began serving as a spokeswoman for life settlements in 2002. The author\'s firm could barely afford her. Then, she went viral.

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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.

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The Troubling Trend Of “Gray Sheeting” Life Insurance Policies

Oct 03, 2021

Agents and advisors are unwittingly handing over life insurance policies for sale in a marketplace that chronically undervalues them. “Gray sheeting” is a troubling trend in the world of life insurance settlements.

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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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Plunge in U.S. Life Expectancies Can Lead to Higher Life Settlements

Mar 18, 2021

Last spring, we had no idea what effect the Covid-19 pandemic would have on life insurance policies. Sadly, we all knew that many people were going to succumb to the coronavirus and that it could have an impact on life expectancies and how insurance companies view individual policyholders.

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