Understanding Life Settlement Tax Implications
Learn how life settlement transactions are taxed, including basis, gains, and the impact of new legislation, to better advise your clients.
Guide for Advisors: Maximizing Life Insurance Settlements
Unlock the potential of life insurance settlements for your clients. Learn to navigate and maximize benefits with our comprehensive advisor’s guide.
7 Key Tips for Selling Your Term Policy
Discover essential tips for selling your term life insurance policy. Learn how to maximize your payout and navigate the sale process effectively.
5 Options to Afford Assisted Living Costs
Discover five options to manage the costs of assisted living, including insurance benefits and life settlements, to make informed financial decisions.
Maximizing Returns: Evaluating Enhanced Cash Surrender Offers
Learn how to assess enhanced cash surrender offers from your life insurance provider to ensure you’re maximizing the value of your policy.
Turning Your Life Insurance Policy into Cash: A Complete Guide
A comprehensive guide on converting your life insurance policy into cash, providing you with financial flexibility when you need it most.
Top 3 Must-Know Facts on Life Settlements
Uncover the crucial facts about life settlements: free appraisals, no hidden fees, and the necessity of broker licensing for a secure transaction.
4 Signs Your Policy Should Be Sold
Learn the four major signs that it’s time to sell your life insurance policy, from soaring premiums to needing more retirement funds.
Investing in Life Settlements: What Accredited Investors Need to Know
Discover the essentials of life settlements for accredited investors, including key risks and the process of buying policies in the secondary market.
Why You Should NEVER Cancel your Life Insurance Policy
Considering canceling your life insurance policy? Before you do, understand the financial repercussions. Surrendering your policy might seem like a straightforward way to recoup some of your investment, but it’s rarely the most financially beneficial option. Let’s delve into why canceling or surrendering your policy should be a last resort and explore an alternative that […]
