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...
Every month, it seems as though there is a new article striking fear into the heart of advisors about how they are going to lose their assets when their clients pass away. Common statistics predict an 80 to 90 percent loss of assets when the...
