News

Brace yourselves, dear agents and advisors, for within each of you lies not just business prowess but legendary abilities that can make even caped crusaders green with envy.

The insurance industry has been no stranger to Artificial Intelligence (AI) in recent years. Its potential impact on the sector has been a focal point of numerous discussions,

Artificial intelligence is no longer alien to insurance professionals. For several years, discussions revolving around AI and its potential consequences…

Term life insurance is commonly perceived as a financial shield, a measure put in place to safeguard a family’s financial future should an untimely event occur. Many agents have underwritten hundreds, if not thousands, of term life…

For the past five years, I have been actively promoting that agents and advisors should suggest life insurance policy appraisals to clients. Here are the three biggest misconceptions about life insurance policy appraisals and why they’re wrong…

When a marriage breaks up, most people would not immediately think about life insurance. But with the silver divorce, life insurance a much more significant consideration….

Like crypto, the life settlement industry felt like the Wild West during its infancy, yet today, it’s more mature, appropriately regulated, and offers opportunities that make sense…

While there may be concerns about the liquidity and solvency of some banks, the same cannot be said for the life insurance industry…

These are the times that test your navigation skills.

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

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

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

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

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

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

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…

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…

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

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 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…

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.

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.

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.

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

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.

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.

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.

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.

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.