3 min read
5 Facts on How a Life Settlement Can Fund Your Retirement
Topics: Retirement Planning Retirement
3 min read
Life Settlements: Understanding the Life Insurance Secondary Marketing and its Value to Consumers
NOTE: The following is an excerpt taken from the most recent whitepaper released by author and former industry lobbyist, Chris Orestis, Executive Vice President for GWG.
Topics: Life Insurance & Annuities Consumers
Broker Tools- Annuity Review Worksheet
An annual annuity review makes smart business sense for you and your clients! The reasons your clients originally purchased an annuity may have changed over time, so it’s important to make sure the type of annuity held matches the intended use.
Topics: Life Insurance & Annuities
Worksite LTCI - Advantageous to all Employees
| Unique Tax Advantages for your client's business and their employees |
1 min read
Webinar: The Surprising Similarities Between Traditional LTC and Some of the New Life/LTC Plans featuring Tom Riekse
There are many misconceptions among consumers and advisors about both traditional LTC and Linked Life/LTC Plans. This webinar will discuss how the new combination Life/LTC plans can be very similar to traditional LTC plans and visa versa. Learn about the list of similarities between how the products work, the three key differences between the types of products and why meaningful benefits can be affordable for a wider consumer market.
Topics: Planning in Advance Lifestyle Planning
Interview #2: Chris Oretis
In this follow up interview, Chris Oretis of GWG Holdings, discusses how life settlements can be used or exchanged for tax free benefits which in turn may be used for Extended or Long Term Care Needs.
Topics: Life Insurance & Annuities Financial Planning Lifestyle Planning
Interview: Michael Babikian-LegacyShield
This video introduces you to how LegacyShield’s “Life’s Mission Control” digital platform protects your client’s data and sets you apart as their Advisor/Agent.
Topics: Financial Planning Lifestyle Planning Sales & Marketing Technology
Life Settlements and the Funding of Long Term Care Needs - Interview 1 w. Chris Oretis
In this interview, Chris Oretis of GWG Holdings, Inc., will help us to understand the origins, use and current legal status of life insurance policies that may provide funding for needed extended or long term care needs.
1 min read
3 Creative Ways Annuities can Fund LTC Insurance
According to insurance industry research group LIMRA annuity sales had their best quarter in nearly 10 years with 62.1 billion in 4th quarter 2018 sales, up 22% year over year. LTCI Partners show you 3 creative ways to use Annuities to fund extended care needs.
Topics: Retirement Planning Life Insurance & Annuities Sales & Marketing Tax Benefits Prospecting
Interview: Shelley Giordano- RFS Lending, a Mutual of Omaha Bank company
Shelley Giordano, author of "What’s the Deal with Reverse Mortgages”, now in it’s 2nd edition, discusses the “home” as an important asset, too often overlooked in terms of planning for Extended care needs, Long Term Care, and Retirement Planning.
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