What You Need To Know About Life Settlements

What Advisors (And Everyone) Need To Know About Life Settlements  April 24, 2015 (San Francisco)                                                                                                                         by Carole S. Fiedler Most financial advisors I...

WHY SELL A POLICY? Or, WHEN SELLING A POLICY MAKES SENSE

WHY SELL A POLICY? Or,   WHEN SELLING A POLICY MAKES SENSE In my last blog I discussed Viatical Settlements for people living with a terminal illness. When someone gets seriously ill, his or her expenses go up and their income goes down. Having the option of selling a...

When Selling a Policy, Timing is Important!

WHEN SELLING A POLICY, TIMING IS IMPORTANT!   Part 1, Life Expectancy (LE) When companies review the policies they are going to bid on with the intention of buying, they are first looking at two main criteria: What is the life expectancy of the person who is insured,...