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    Money
    Life Insurance
    Catherine Brock

    6 Life Insurance Settlement Options You Should Know

    Life insurance settlement options are notoriously confusing, particularly when you try to compare them. Evaluating a lump-sum payment relative to an annuity, for example, can feel like an “apples-to-oranges” comparison unless you are a trained statistician. Thankfully, you don’t need a knack for number-crunching to identify which settlement option best suits your situation. All you have to do is review this in-depth guide we created to help folks like you make an informed choice about life insurance settlement. 

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    Catherine Brock

    How Much Does a Funeral Cost?

    Funeral planning is no one’s favorite job. It’s an already unpleasant situation that’s made worse by a confusing list of fees and requirements. As well, some funeral homes add to that confusion by withholding information or pushing you into goods and services you don’t really need. 

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    Life Insurance
    Catherine Brock

    Why Advisors Shouldn’t Neglect Life Insurance as an Asset Class

    As a financial advisor, you tackle the full range of financial situations. You might have one client who’s working to make up for a late start on retirement savings and another who’s tapped out allowed annual 401(k) contributions and needs another tax-deferred account for long-term savings. Both of those clients might rely heavily on traditional assets — equities and fixed income — as the building blocks of their wealth plan. But could the strategic use of life insurance alongside those stocks and bonds enable them to realize their goals faster or with more certainty?

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    Life Settlements
    Catherine Brock

    7 Alternative Investments Financial Advisors Should Discuss With Clients

    Financial advisors are as diverse in their investment styles as mutual funds. Funds can range from conservative fixed income portfolios that protect capital to leveraged ETFs that amplify the ups and downs of broad market indexes. Likewise, advisors can keep their recommendations limited to varying allocations of the traditional asset classes  such as stocks, bonds, and cash — or they can employ more complex portfolio strategies involving alternative assets.

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    Life insurance agent
    Life Insurance
    Catherine Brock

    Can Life Insurance Agents Perform Life Settlements?

    If you are a life insurance agent, you’re likely to be an early point of contact for the senior who’s considering letting go of his or her life insurance policy. The logical questions you might receive are, “What are my options?” and “How much can I get if I surrender this coverage?” Those questions give you the opportunity to show that policyholder how to unlock a large sum of cash through a life settlement. 

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    Life Settlements
    Catherine Brock

    Financial Advisors: How to Talk to Clients About a Life Settlement Option

    When your client faces an income shortfall just months or years away from reaching his or her retirement goals, what are the best options to course-correct? Downsizing is one, but it’s probably not the prospective retiree’s first choice. Another strategy is to get creative about liquidating non-investment assets to raise cash and shore up the savings balance. That’s where a life settlement can help.

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    Catherine Brock

    Complete Guide to Viatical Settlement Investments

    Read on for a deeper explanation of viatical settlements, what types of policies qualify, how viatical settlements differ from life settlements, how to invest in a viatical settlement, and the pros and cons of viatical settlements as investments.

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    Life Settlements
    Catherine Brock

    Life Settlement Investment Guide

    Read on for an overview of how life settlements work as investments, who invests in them, the pros and cons of investing in life settlements, the types of life settlement investments, and how to get started as a life settlement investor.

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