Giving While Living: Life Settlement Enables Senior Couple to Provide Cash Gift to Heirs
Asset Life Settlements Blog
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2M ago
More wealthy seniors are discovering that gifting cash to heirs while they’re still alive can be very rewarding. Transferring your wealth now, rather than after you pass away, means you’ll be around to witness children and grandchildren enjoying the legacy you have left them ..read more
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Our Hands-On Approach to Brokering Policies Ensures the Maximum Payout for the Seller and the Highest Commission for the Agent
Asset Life Settlements Blog
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3M ago
The role of competition in determining market prices is a fundamental principle of our free market economy. This same economic principle applies to the secondary market for life insurance ..read more
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Client Sold $500,000 Policy for 48% of Face Value Agent Earned $24,200 in Comp
Asset Life Settlements Blog
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4M ago
For seniors who may be planning to sell an unwanted policy, this life settlement success story illustrates the importance of working with an experienced and tenacious life settlement broker ..read more
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As Baby Boomer Business Owners Head for the Exits, Insurance Agents Are Benefiting from the Great Boomer Sell-Off
Asset Life Settlements Blog
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7M ago
The great wealth transfer is underway as baby boomer business owners hang up their hats and head for the exits ..read more
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FINRA’s Guidance on Life Settlements Solid Step in Broadening Confidence in Marketplace
Asset Life Settlements Blog
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9M ago
In a first-of-its-kind announcement on the topic of life settlements, the Financial Industry Regulatory Authority recently released ..read more
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For Life Settlement Brokers, Fulfilling One’s Fiduciary Duty to a Policy Seller May Mean Forgoing a Sales Commission
Asset Life Settlements Blog
by
10M ago
Most retirees who are looking for an exit strategy from an unwanted life insurance policy have very limited knowledge of the secondary market or ..read more
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Trustee’s Efforts to Sell $3 Million ILIT Policy Faced a Legal Quagmire until Asset Life Settlements Intervened
Asset Life Settlements Blog
by
10M ago
Wealth advisors and insurance professionals are routinely faced with complex estate planning challenges for their high net worth clients ..read more
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Five Tiers of Fiduciary Best Practices
Asset Life Settlements Blog
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1y ago
Family Trustee, CFP Advisor, Insurance Specialist and CPA Partner with Asset Life Settlements to Sell $3M Trust-Owned Policy for 50% of Face Value ..read more
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Avoiding a Nightmare on RMD Street in a Bear Market ─ How the Payout from a Life Settlement May Ease the Bear’s Bite
Asset Life Settlements Blog
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1y ago
As the third quarter of 2022 came to a close, financial experts confirmed the haunting news ..read more
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Retiree Loses Out on $360K ─ the Consequence of Not Using a Life Settlement Broker to Sell His Policy for the Highest Offer
Asset Life Settlements Blog
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1y ago
There’s safety in cash, especially in today’s struggling economy. That’s why more retired ..read more
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