Articles for Financial Professionals

The “Senior’s Right to Know” Movement Gains Momentum

What if a senior no longer needs their life insurance? In the summer of 2017, the State of Florida gave a jolt to the growing “Senior’s Right to Know” movement in America – and all registered financial consultants need to be aware of these latest developments. The Florida legislature passed an important piece of [...]

The “Senior’s Right to Know” Movement Gains Momentum2018-10-09T07:55:38+00:00

5 Questions To Ask During A Life Insurance Policy Annual Review

A life insurance policy is an important investment for consumers. We’re diligent about choosing a policy that seems to best meet our family’s needs and then we reliably make those required premium payments on time so we can keep the policy in-force as the years go by. Unfortunately, too many seniors tend to just [...]

5 Questions To Ask During A Life Insurance Policy Annual Review2018-09-17T12:29:31+00:00

JAMA article

The Journal of the American Medical Association released a new study of the inequalities in life expectancy among U.S. counties.

JAMA article2017-05-22T11:28:48+00:00

Alternatives To Lapsing A Life Insurance Policy

Life insurance is an important financial planning tool. It's also flexible and useful in many different situations and scenarios. In fact, there are all sorts of reasons why people purchase life insurance in the first place. On the flip side, there are also many valid reasons why most people end up lapsing that same [...]

Alternatives To Lapsing A Life Insurance Policy2016-10-22T08:07:12+00:00

A Life Settlement Provider Declares: “Pick one life settlement broker and stick with that company.”

In an article published on LifeHealthPro.com, a life settlement provider has openly endorsed the idea of empowering a single life settlement broker to properly underwrite and negotiate a life settlement.  They further state that working with multiple brokers "is problematic and can potentially cost the policyowner money."

A Life Settlement Provider Declares: “Pick one life settlement broker and stick with that company.”2014-03-14T09:44:31+00:00

Society of Financial Service Professionals

The Society of Financial Service Professionals has published their May 2008 Estate Planning newsletter, and included another life settlement article from Settlement Benefits Association.

Society of Financial Service Professionals2018-08-19T08:39:26+00:00

Why Life Insurance Works In A Turbulent Market

They have an interesting article over on the National Underwriter web site about life insurance and the role the secondary market is playing in today's financial environment: http://www.lifeandhealthinsurancenews.com/cms/nulh/Weekly%20Issues/issues/2008/15/Focus/L15sherman?origin=Life%20Settlements

Why Life Insurance Works In A Turbulent Market2014-10-24T11:00:16+00:00