by A&A Editorial Team | Aug 7, 2024 | A&A Editorial Team, Life, Term Life
Life settlements — the sale of a life insurance policy to a third party — can be a financially beneficial option for policyholders who no longer need or want their coverage. However, when tax time rolls around, the implications of these transactions can be complex and...
by A&A Editorial Team | Jun 6, 2024 | A&A Editorial Team, Life, Term Life
Clients with term life insurance policies often face a crossroads as the initial protection they secured expires. They may need more options and help navigating the end of their life insurance policy term. As their licensed insurance representative, you can help...
by A&A Editorial Team | May 10, 2024 | A&A Editorial Team, Life, Term Life
Many people may need to realize the value of their old or unneeded life insurance policy. By performing a policy appraisal, you can help clients determine the market value of their unwanted life insurance policy and explore their options. Policy appraisals and life...
by A&A Editorial Team | Mar 12, 2024 | A&A Editorial Team, Life, Term Life
Ever feel there’s more you could do for clients with underutilized life insurance policies? Life settlements offer a valuable solution, providing a lump sum payout while relieving policyholders of ongoing premiums. The life settlement industry can be a difficult...
by A&A Editorial Team | Jan 2, 2024 | A&A Editorial Team, Life, Term Life
Advisors are always looking for innovative solutions for their clients. Life settlements are a surprisingly underutilized financial tool that can provide life insurance policyholders with cash in exchange for a policy they no longer need or want. Many consumers have...