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Life Insurance Strategies for Business Owners

Life Insurance Strategies for Business Owners

by A&A Editorial Team | Mar 19, 2025 | A&A Editorial Team, Life, Term Life, Whole Life

Most people understand the personal need for life insurance to protect loved ones and their financial future. However, business owners may be unaware of the potential financial impact of their death on their business and the role of life insurance in mitigating such...
Easing the Tax Burden: Strategic Insights Into Life Settlements

Easing the Tax Burden: Strategic Insights Into Life Settlements

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...
7 Strategies When Your Client’s Term Life Policy Expires

7 Strategies When Your Client’s Term Life Policy Expires

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...
Golden Opportunities: Empower Clients Through The Power of Life Policy Appraisals

Golden Opportunities: Empower Clients Through The Power of Life Policy Appraisals

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...
How to Make Life Settlements Your New Line of Business

How to Make Life Settlements Your New Line of Business

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...
Life Settlements: Should Your Clients Sell Their Life Policy?

Life Settlements: Should Your Clients Sell Their Life Policy?

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...

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