If you’re reading this, you’re probably asking yourself, “Can I sell my life insurance policy for cash?” Let’s dive into why you might want to do this, along with the pros and cons. When you purchase ...

If you have life insurance but no longer need the coverage, or you are looking for ways to make some cash, you may be wondering if you can sell your life insurance policy. Fortunately, selling a life ...

Many CPA firms now provide insurance and investment services to their clients in addition to core services. This can be an attractive avenue to growth that increases client retention and firm revenues ...

In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

It has been advertised as a way to make extra money. The air waves, especially television, have been saturated with claim after claim that selling your life insurance policy is available and ...

In the late 1990s, the Supreme Court's decision in Barnett Bank of Marion County, N.A. v. Nelson, and congressional passage of the Gramm-Leach-Bliley Act, tore down restrictions that had blocked banks ...

Closely held businesses routinely use life insurance to fund buy-sell obligations when an owner dies. The logic is simple: the company or surviving owners need liquidity to effect redemptions or ...