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April 2024

Maximizing Value from Life Insurance: The Role of Secondary Markets
  • Finance

Maximizing Value from Life Insurance: The Role of Secondary Markets

existingfile1 year ago06 mins

Many life insurance policyholders are unaware that their policies might hold significant value on the secondary market, where life settlements…

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Maximizing Returns from Irrevocable Life Insurance Trusts (ILITs) Through Life Settlements
  • Finance

Maximizing Returns from Irrevocable Life Insurance Trusts (ILITs) Through Life Settlements

existingfile1 year ago07 mins

Understanding how to manage an Irrevocable Life Insurance Trust (ILIT) effectively can help maximize estate value and ensure financial goals…

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Key Discussions Life Insurance Agents Should Have During Policy Renewal
  • Finance

Key Discussions Life Insurance Agents Should Have During Policy Renewal

existingfile1 year ago06 mins

Life insurance is not just a purchase—it’s a long-term commitment that may evolve with a policyholder’s changing financial landscape. As…

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Is It Possible to Have Multiple Life Insurance Policies?
  • Finance

Is It Possible to Have Multiple Life Insurance Policies?

existingfile1 year ago06 mins

Yes, it’s entirely feasible and sometimes advisable to hold more than one life insurance policy. There are no legal limitations…

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Understanding Stranger Originated Life Insurance (STOLI): What You Need to Know
  • Finance

Understanding Stranger Originated Life Insurance (STOLI): What You Need to Know

existingfile1 year ago1 year ago06 mins

When it comes to life insurance, it’s crucial to understand the various schemes that could potentially exploit policyholders. One such…

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Navigating Palliative and Hospice Care: Choosing the Best Option for Your Family
  • Health

Navigating Palliative and Hospice Care: Choosing the Best Option for Your Family

existingfile1 year ago06 mins

When faced with a serious illness, understanding your care options is crucial to managing both your well-being and your peace…

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Unveiling the Hidden Costs: How Knowledge Gaps in Life Insurance Could Be Costing Policyholders
  • Finance

Unveiling the Hidden Costs: How Knowledge Gaps in Life Insurance Could Be Costing Policyholders

existingfile1 year ago06 mins

A surprising 70% of Americans have some form of life insurance, primarily to provide financial security for their families after…

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Financial Solutions for Seniors Facing Debt
  • Finance

Financial Solutions for Seniors Facing Debt

existingfile1 year ago05 mins

Navigating the golden years with significant debt can be overwhelming for many seniors. Statistics indicate that a substantial portion of…

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Understanding Best Execution and Its Importance
  • Finance

Understanding Best Execution and Its Importance

existingfile1 year ago06 mins

Best execution is a critical concept in securities trading, governed by FINRA (Financial Industry Regulatory Authority), which serves to protect…

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How Does Reg BI Affect Financial Advisors?
  • Finance

How Does Reg BI Affect Financial Advisors?

existingfile1 year ago06 mins

The landscape of financial advice is continually evolving, and a critical aspect of this evolution is the introduction and implementation…

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