California Court Rules On Disclosure of Life Settlements

A California couple brought a class action lawsuit in January of this year against Lincoln National Insurance Company, alleging that they did not know they could sell their $7.2 million insurance policy on the secondary market. The couple alleged that they Read More

Should You Sell Your Life Insurance Policy?

Selling a life insurance policy to generate current income has historically been a controversial practice. Investors who buy the policies do not make money until the selling policyholder dies, creating a death-watch dynamic that is morally repugnant to Read More

Later-Life Insurance Rules

Do you really need life insurance after you retire? With an uncertain economy and the erosion of many retirement plans, people nearing—or in—retirement are seeking ways to build savings and protect their spouses. Cara Petrus Life insurance isn't the Read More

Life Settlements – Are They Back?

One question financial advisors are asking themselves today is whether life settlements have returned to the fold as a viable tool in their clients’ planning strategies. Clients who have seen their retirement portfolios sink in the past few years need Read More