Green Settlements

This bipartisan legislation will help millions of seniors generate billions of dollars for their health care needs through the sale of their life insurance policies – known as a life settlement – by permitting them to use the proceeds, tax-free, to pay for their health care costs.

LISA Endorses H.R. 5958, the "Senior Health Planning Account Act" 5958, the "Senior Health Planning Account Act"PR NewswireWASHINGTON, March 3, 2020WASHINGTON, March 3, 2020 /PRNewswire/ -- The Life Insurance Settlement Association (LISA) today endorsed H. 5958, the "Senior Health Planning Account Act", introduced by Rep.

How Baby Boomers Can Make the Most of Their Retirement Funds

"When it comes time to clear off your desk, bid your co-workers farewell and enter the next phase of your life, will you be financially prepared for retirement? According to countless national polls and research studies, many older adults are far from ready. In fact, a recent survey reveals one in three Americans hasn’t put a penny toward retirement savings."

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Green Settlements - How Baby Boomers Can Make the Most of Their Retirement Fundsby Joe BorowiecWhen it comes time to clear off your desk, bid your co-workers farewell and enter the next phase of your life, will you be financially prepared for retirement? According to countless national polls and research studies, many....

Educating Your Clients About Their Life Settlement Options

"If there’s one challenge facing financial advisers, life insurance agents and their clients alike, it’s a distinct lack of resources detailing how life settlements work. Without understanding your options—or the options available to your senior clients—it’s impossible to make informed decisions about the future."

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Green Settlements - Educating Your Clients About Their Life Settlement Optionsby Joe BorowiecIf there’s one challenge facing financial advisers, life insurance agents and their clients alike, it’s a distinct lack of resources detailing how life settlements work. Without understanding your options—or the options a...