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Step By Step Life Settlements for CPA's
Posted by Clark Hogan on Thu, 01/26/2012 - 22:38
Okay okay. I have done my life insurance settlement homework and spoken to peers about it. What now? And remember, I am new to this stuff.
Life Settlements Beat the Buzzer on Convertible Term
Posted by Stephen E. Terrell on Thu, 11/17/2011 - 09:24
For your customers in their 70s with maturing convertible term policies, the clock is ticking down and a life settlement solution might just be the best, last-second shot option available.
Extra Extra, Read all About it: Lots of family trusts own unneeded life insurance
Posted by Clark Hogan on Thu, 11/17/2011 - 09:18
Year end is an opportune time for trustees, trust officers, investment managers, estate attorneys, and insurance agents to perform regular evaluations of assets inside a family trust. And a financial professional need not be a life insurance expert to be aware of key basics to keep an eye out for in looking after a given client's best interests.
Grandchildren
Posted by Clark Hogan on Wed, 10/19/2011 - 11:16
The addition of a new grandchild is just that. Grand. What comes with it, however, is a financial responsibility to provide for your family's new addition. This means different things to different families, but generally includes pre-school, clothing, even the costs of one parent leaving work during infancy. Those needs change as the child grows, but never disappear.
Buy Life Insurance in the Past? Ever Consider Selling Yours to Cover Medical Expenses?
Posted by Clark Hogan on Wed, 10/19/2011 - 11:11
Costly Long Term Healthcare, Old Life insurance Policies, and Using One to Pay for the Other
16 September 2011 by Clark Hogan, Managing Director, Opulen Capital
Life insurance policy settlements present a viable option under certain circumstances; especially in the last decade or so as Americans live longer and rely on more medical technology advances and prescription drug cocktails in doing so.
Situation at Hand
Life Insurance Policy Liquidity
Posted by Clark Hogan on Fri, 09/16/2011 - 07:51
Life insurance policies. Paper contract between its owner and insurance company good for nothing unless...well, you die, right?
Au contraire.
Life insurance: general value proposition straightforward:
Life Settlements to Finance Healthcare Expenses
Posted by Clark Hogan on Fri, 09/16/2011 - 07:08
Has anyone ever explained that your life insurance is useful even while you're alive?
Life happens, as with all things. Circumstances change, death and taxes are the only certainties as goes the age old proverb.
10 Reasons To Consider A Life Settlement
Posted by Clark Hogan on Thu, 08/18/2011 - 10:16
I was recently asked to sit down with the parents of a close friend. The purpose of this meeting was to provide them with some guidance regarding their retirement. As it turned out, all they wanted to hear were five reasons why I would consider a Life Settlement. As an advisor and family friend (and a bit of a windbag), I shared ten.
