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LISA Advisors Blog

What Is a Fiduciary Responsibility for Financial Advisors?

May 19, 2021 9:10:00 AM / by LISA posted in Financial Advisors, Financial Planning, financial stress, life settlement

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A Life Settlement and Replace Strategy that Remains Viable

Mar 14, 2017 10:44:00 AM / by Robin S. Weinberger and Peter N. Katz posted in Financial Planning, life settlement, Life Insurance

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The days of selling a policy in a life settlement and replacing it with a new one are mostly gone, but one variation on that strategy can still work in the right situation.

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