Life Insurance
Dynasty to Help Life Settlement Firm Add Wealth Services
By Allison BellThe new Abacus unit will offer retirement planning services along with life policy advice.
September 18, 2023
Protect Aging Clients Against Undue InfluenceThe perpetrators of this form of financial elder abuse could be the clients' own children.
August 25, 2023
Life Settlements: Letters of CompetencyThe client who wants to sell a policy needs the capacity to do that.
August 24, 2023
Wells Fargo Faces John Hancock Suit Over Life Insurance IssueWhat happens when the owner of an insurance policy uses it as loan collateral and sells it through a life settlement?
August 15, 2023
Life Settlement Firms Wrestle for Your Clients' PoliciesOne has added a policy owner self-service site. Another is highlighting advisor compensation.
August 10, 2023
For Life Settlement Firms, AI Could Unveil Hidden TruthsSome involve how long your client will live.
August 10, 2023
Life Settlements Can Pay for Long-Term CareA retirement planner looks at one possible use for a policy sale.
August 04, 2023
A Life Settlement Broker's Fiduciary Duty to the Policy SellerFor some clients, keeping the policy may be the better option.