Kansas City Life is selling Sunset Financial Services to Securities America

The life insurance settlement has come a long way in the past 20 years.  It has shed some of its misconceptions while becoming more mainstream, and each year the industry continues its evolution.  Today, life settlement companies perform...

Same-sex couples tend to be younger, more affluent and buy low-cost term insurance

An overlooked and underserved area of the client financial plan

There’s an old rule of thumb that suggests you’ll spend 20 percent to 30 percent less money after you retire. However, recent research shows that baby boomers are actively maintaining or even increasing their spending, especially early in retirem...

To receive $17,000 in annual retirement income at age 65 ... Source: New York Life LUNAMARINA/iStock/Thinkstock | Altrendo Images/Stockbyte/Thinkstock 

New PLR has positive impact on the IDF market

As a wealth management professional working with high net worth individuals (HNWIs), keeping an eagle eye on any new strategies to protect assets is a must.  Today, life settlements are breathing new life and value into term policies, freeing...

Use an evaluations metric to help improve future value