You can maximize a life insurance policy and reap its benefits while you're alive by taking advantage of features like loans, withdrawals, and riders. You can also "sell" it and receive your life ...

With changes to many tax laws looming at the end of the year, a life insurance settlement could provide an opportunity for clients to not only donate to a charity but also reap tax savings under ...

Most financial professionals pride themselves on knowing the full scope of what’s available to their clients. But for too many, life settlements remain a blind spot: misunderstood, mischaracterized, ...

・The FAFSA does not count the cash value of a life insurance policy as an asset. ・A life insurance payout may count as income if it’s reported on your tax return. ・Once that payout sits in a checking, ...

Heckerling experts warn advisors about policy management risks and tax traps that can derail permanent life insurance ...

Life settlements create opportunity, mitigate risk, and deliver value for you and your aging clients. Every year, seniors voluntarily lapse or surrender more than $100 billion in life insurance ...

Rob Haynie is the Managing Director of Life Insurance Settlements, Inc. and is also the Chairman of the Board of Directors of LISA. Who has the potential to be the best educator when it comes to life ...

Surprises are a constant companion of life. Some of them are good, like birthdays and weddings. Others are unpleasant, like sudden ailments and accidents.

Following a recent report that highlights how younger generations want something different from life insurance than has generally been the norm, how can advisors adapt their approach to help these ...