
How the New TCJA Tax Law Affects Life Settlements
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Two pieces of the new tax law, (Read More) the Tax Cuts and…

Life Settlement Investors Head to New York
The Life Insurance Settlement Association (LISA) is (Read More)…

How to fund a Social Security delay
Several strategies can (Read More)cover the gap to help clients…

3 Mark Market Intelligence Policy Review
Click here to view the January 31, 2018 email with policy review…

Policy Reviews and Keeping In Touch With Your Clients
Click here to view the January 24, 2018 email on policy revi…

January surprise of vanishing Social Security COLA
Now that it's January, (Read More) financial advisers should…

Have you saved enough for retirement?
Market Intelligence Dated January 20, 2018 Topic: Have you saved…

New Tax Act Could Boost Life Settlement Market
Market Intelligence Dated January 17, 2018 Topic: New Tax Act…

2018 Estate Planning Opportunities Could Be Better Than You Think!
Market Intelligence Dated January 10, 2018 topic Estate Planning…

Foreign National Planning Opportunities
Market Intelligence Dated January 6, 2018 on Foreign National…