Don’t let your Senior Client’s Policy turn into a PUMPKIN…

Our fiduciary responsibility is to the policyholder to secure the highest offers for their policy

Leaving Money on the table is a popular idiom, especially in business...

Every life settlement has its own DNA...

Couple consults with broker about the option to sell their Convertible Term Life Policy. Read about several case studies.

Aka: Cash on Hand

Let us count the ways…

Both are derived from the same make of car but are considered different model types…

Taking from Peter to pay Paul.

For senior advisors with senior clients who need cash…

The following is the story of John...

View real life case studies...

Examples of who benefits...

Question Asked of RETIRED SENIORS...

With a Life Insurance Settlement…

It always gives me pleasure to answer inquiries...