Articles for Policy Owners

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

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

Smart responses to dumb financial decisions

This article, referencing the editors at Consumer Reports' Money Advisor, lists Life Settlements as a smart solution to paying high premiums on a poorly performing life insurance product.

Smart responses to dumb financial decisions2016-10-20T09:14:16+00:00

Life Insurance for Sale — In a Secondary Market

This article, published in the Wall Street Journal, reports how the secondary market for life insurance is gaining popularity. Download the pdf below. Life Insurance for Sale -- In a Secondary Market

Life Insurance for Sale — In a Secondary Market2018-08-28T12:32:33+00:00

Discovering Financial Freedom

This article, written by Noam Weiss, discusses the financial element of caring for a loved one. Download the pdf below. Discovering Financial Freedom

Discovering Financial Freedom2018-08-28T12:32:33+00:00