The director of the planned giving department at a charitable organization just sat down with the organization’s chief financial officer for their monthly meeting. In addition to the usual items on ...

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 ...

In the latest episode of Money Talk With Tiff, Tiffany Grant hosts Rob Haynie to delve into a topic that many individuals are unfamiliar with yet could significantly impact their financial ...

Important: Most states have a mandatory 15-day rescission period after the sale is finalized, giving clients peace of mind and the ability to cancel if desired. Life settlements are often overlooked, ...

A life settlement can feel like a hidden financial option that many Californians don’t realize they have. If you’re holding a life insurance policy you no longer want, need, or can afford, a life ...

Life insurance is a necessity if you have immediate family or others that count on your income. However, choosing a policy that fits your financial goals and is affordable can be challenging. It helps ...