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Sources of Retirement Income

Addressing Social Security Shortfalls As concerns about the long-term viability of Social Security continue to grow, many individuals are exploring…

Paying for Cancer Treatments with a Life Settlement

Cancer diagnosis and treatment can be an overwhelming experience, not only emotionally but also financially. The cost of cancer treatments…

How to Pay for Memory Care

Facing the costs of memory care for a loved one with Dementia or Alzheimer's can be overwhelming. "How to pay…

Life Settlements for Senior Living

A Financial Lifeline As seniors seek ways to fund their retirement and care needs, life settlements for senior living offer…

Life Settlement vs Surrendering Policy

When it comes to managing your life insurance policy, you might find yourself weighing the options of a life settlement…

Do You Get Money Back if You Outlive Term Life Insurance?

Term life insurance is a popular choice for many people because it offers substantial coverage at a relatively low cost…

Advisers Dealing with Underperforming Universal Life

We speak with many long term financial advisers dealing with underperforming universal life insurance. Most remember writing universal life policies…

Accountants, CPAs Discovering Hidden Value in Life Insurance

Most calls we have fielded from CPAs and Accountants over the past 15 years have been around cost basis. Accountants…

Financial Advisors and Life Settlements

Financial Advisors and life settlements often do not mix. Your client, the person or even friend who has trusted your…

The Cost of Long Term Care

Long term care defines a range of services that refer to people with differing personal care needs. It isn't something…