As a wealth management professional working with high net worth individuals (HNWIs), keeping an eagle eye on any new strategies to protect assets is a must. Today, life settlements are breathing new life and value into term policies, freeing...
Use an evaluations metric to help improve future value
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Every month, it seems as though there is a new article striking fear into the heart of advisors about how they are going to lose their assets when their clients pass away. Common statistics predict an 80 to 90 percent loss of assets when the...
David Trainer, CEO of New Constructs, explains why Aspen deserves better than the offer from Endurance Specialty Holdings.
Sales of immediate annuities hit a record $8.3 billion last year, compared with an average of less than $3 billion annually over the last 20 years...
A flexible and multi-faceted tool for wealth preservation
Securing a family’s future with a projected inheritance
An overview of three areas
