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The Most Common Life Settlement Situations You Should Know A life settlement is a valuable option to secure the insurance company’s surrender value, if any, for a policy that is in jeopardy of lapsing or surrendered or simply no longer needed. Although there are numerous reasons why a policy may be terminated, certain cases are ...
Hello to all of my fellow advisors. Chris Marino here again, and I wanted to spend some time speaking about something important to me. As an advisor, the end of the year often is a time to reflect on the year and start planning for the upcoming one. As I reflect on what was a ...
Picture this, you have a 70 year old client who’s taken out $1 million life insurance to cover his family in the event that he dies young. He wants to protect his kid’s financial future so they could go to college and his wife would be able to continue her standard of living should something ...
Firm to be led by 10-year veteran of the technology and financial services industry Bringing together forward-thinking innovation and decades of experience in startups, wealth management and financial planning, Toropoint Financial Services is revolutionizing the way financial products are offered via technology and direct marketing partnerships. With the launch of Toropoint, financial services companies including ...