Updated September 6, 2023, at 8:19 PM
I want to share a story that illustrates why life settlements have had a black cloud over them for years. In the process, I’ll prove why it may potentially be an excellent opportunity for policyholders and agents to use settlements, but it must be done correctly to avoid these situations.
Updated September 6, 2023, at 11:31 AM “Will you still need me? Will you still feed me when I’m 64?” These Beatles lyrics are good questions when illustrating life insurance or implementing …
Updated April 4, 2023, at 12:31 PM Our Comprehensive Analysis & Review (CAR) program can help you guide your clients in the review of proposed or existing life insurance policies, and then …