Unharness Your Business’s Epic Ascension with Life Settlement Superhero Power
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 Revolution Of Artificial Intelligence
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,
For Life Settlement Firms, AI Could Unveil Hidden Truths
Artificial intelligence is no longer alien to insurance professionals. For several years, discussions revolving around AI and its potential consequences…
How Term Life Insurance Can Maximize Your Client’s Retirement Stash
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…
Life insurance policy appraisals: debunking the three biggest misconceptions
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…
Silver divorce and life insurance settlements: Navigating a new landscape
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….
What Life Insurance Can Teach the Crypto Industry
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…
Why Investors See Life Insurance As A Safe Haven
While there may be concerns about the liquidity and solvency of some banks, the same cannot be said for the life insurance industry…
3 Ways to Steer Clients Through a Challenging Economy
These are the times that test your navigation skills.
3 Ways to Help Your Clients Assess Their Options in a Challenging Economy
Agents can look at their client’s significant assets and see what other options are available to them. Here are some options to consider…
How Taxation of Life Settlements Proceeds Works Now
Here is some essential background regarding taxation to help serve as unofficial guidance…
Inflation, Life Expectancy, and the Loss of Betty White
When I think about it past year, several major themes come to mind: inflation, life expectancy, and the loss of my friend, Betty White…
The case for life insurance as a high-inflation hedge
Here are reasons why a life insurance appraisal and eventual sale on the secondary market could make sense for your clients…
Inflation Predicted To Drive Life Settlements Into 2023
Here are some of the issues that have impacted the life settlement industry in 2022 and a look ahead to the coming year…
Life Settlement Offers Are Set to Drop Due to Soaring Interest Rates
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 Hit Hard by Recession
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…
Press Release: Seniors will be Hit Hard by Recession
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…
Why a life insurance policy appraisal should be part of your toolkit
Based on conversations with producers, agents, advisors and clients, here are three mid-year resolutions for better client relationships in our current bear market…
Volatility and Life Insurance
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.
When Inflation & Recession Threaten Your Client Portfolios…
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…
The Life Settlement Double Dip
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.
Using Life Settlements as an Inflation Hedge
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.
Finding Opportunity In Crisis
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 Helped Transform Life Settlement Industry
Betty White began serving as a spokeswoman for life settlements in 2002. The author\’s firm could barely afford her. Then, she went viral.
Life Policy Appraisals Mean Business
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.
Avoid Gray Sheeting
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.
The Troubling Trend Of “Gray Sheeting” Life Insurance Policies
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.
Life Settlements as a Hedge Against Inflation
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.
Plunge in U.S. Life Expectancies Can Lead to Higher Life Settlements
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.