Utilizing Home Equity in Retirement

As people approach their retirement years, they often begin thinking about how to make the most of the resources they’ve spent decades accumulating. One of the most significant assets retirees often possess is their home. Utilizing home equity in retirement is a popular strategy to provide financial security and maintain a comfortable lifestyle. However, while …See More

Selling Policy to Companies That Buy Life Insurance

When considering the sale of your life insurance policy, the process of selling policy to companies that buy life insurance may seem complex. However, with a clear understanding of the options available and the right guidance, this financial transaction can provide significant benefits, especially when traditional options, such as borrowing against the policy or surrendering …See More

Paying for Dementia Care

Paying for dementia care is a growing concern as the prevalence of dementia increases globally. Someone in the world develops dementia every three seconds, and in 2020, there were over 55 million people living with this condition. This number is projected to nearly double every 20 years, reaching 78 million in 2030 and 139 million …See More

How to Borrow Money from Life Insurance

When unexpected financial challenges arise, knowing how to borrow money from life insurance can provide crucial financial relief. This process involves taking a loan against the cash value of your life insurance policy, allowing you to access funds without needing a credit check or income verification. This option is particularly useful for those with permanent life insurance …See More

Rising Cancer Costs

The Financial Challenge of Cancer Care A comprehensive study led by researchers at the American Cancer Society (ACS) and The University of Texas MD Anderson Cancer Center reveals rising cancer costs. The study, published in the Journal of the National Cancer Institute (JNCI), highlights the increasing financial burden on privately insured patients under 65. Out-of-pocket …See More

Agents and Life Settlements

Why Your Insurance Agent Might Not Tell You About Life Settlements When it comes to managing life insurance, many policyholders trust their insurance agents to provide comprehensive advice on all available options. However, agents and life settlements don’t always mix. The reason? Some insurance carriers prohibit their agents from discussing or even mentioning life settlements. …See More

Why Would a Company Buy Your Life Insurance Policy?

“Why would a company buy your life insurance policy?” is often one of the first questions we’re asked. Unlike traditional investments tied to the stock market or interest rates, the value of a life settlement is largely independent of market fluctuations. Instead, it hinges on factors such as the insured individual’s life expectancy, the type …See More