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Dec 22, 2022

If you are an advisor from attorney to CPA to financial advisor, you need to consider periodic or event-based beneficiary reviews across your clients' portfolios. There are major benefits from these reviews of beneficiaries and insurance policies that may uncover other financial opportunities (for you and the client)...


Dec 20, 2022

Do you or your client have a life insurance policy that has makes increasingly less sense? Perhaps your circumstances have changed, the costs have gone up, or you just want to have cash instead.

Don't let a life insurance policy lapse or be surrendered without learning about Life Settlement and whether that policy...