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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
May 01, 2008 at 01:31 PM
CMS Inc. says it recorded strong premium finance program placement levels in the first quarter despite the turmoil in the market.
Some premium finance companies, particularly those dependent on life settlement transactions, have left the market in recent weeks, according to CMS, Newport Beach, Calif.
Some firms left as a result of liquidity issues and concerns about the accuracy of the life expectancy estimates used in life settlement transactions, CMS says.
But, at CMS, “we have been placing significant amounts of life insurance all year, and April has continued the trend,” says CMS President Julian Movsesian. “We are writing more life insurance and financing … than ever before.”
CMS sells financing arrangements designed to help affluent and wealthy individuals with estate planning arrangements and other planning strategies.
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