Author Archives: Timothy A. McQueen

About Timothy A. McQueen

Tim McQueen was born and raised in Southern California. Tim considers being a father one his proudest achievements. In addition to enjoying time with his family he pursues golf, fishing and outdoor activities. He also serves many San Diego local charities including Rady Children's Hospital, the Leukemia and Lymphoma Society, Nativity Prep Academy, and Friends of Rollo to name a few. Tim earned a degree from the University of California at Santa Barbara before starting a sales career which landed him in several cities throughout the western United States. In January of 1999, he began his career in the insurance business working for his father at McQueen Financial, a life insurance brokerage in operation since 1982. In January of 2004, Tim and partner Barbara Kalligan formed McQueen Kalligan Insurance Services, Inc., an insurance brokerage agency with 10 employees serving the life insurance planning community. In 2005, McQueen Kalligan became the second largest Transamerica agency in the world, placing nearly $30 million of first year target premium. McQueen Kalligan now represents 16 carriers and is a proud founding partner of The R Group. Tim is an active supporter of San Diego National Association of Insurance and Financial Advisors.

Life Insurance Settlement Calculator – How Does It Work?

When figuring pricing for life settlements a tool often used is a life insurance settlement calculator. To different providers and investors this can refer to different things. Most often a life insurance settlement calculator is an equation derived by the … Continue reading: Life Insurance Settlement Calculator – How Does It Work?

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Life Insurance Settlement Companies And Growing Confidence

Life insurance settlement companies report growing confidence in the settlement industry. Most feel this is a reflection of a regulation movement in the industry that has swept the country. New regulation as proposed by the NAIC (National Association of Insurance … Continue reading: Life Insurance Settlement Companies And Growing Confidence

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Life Insurance Settlements Association LISA Is Growing

The life insurance settlements association known as LISA reported recent growth in September of 2010. During the financial downturn of the settlement market in 2008 LISA lost members. However, LISA now reports it has added 15 members in September 2010 … Continue reading: Life Insurance Settlements Association LISA Is Growing

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Life Insurance Viaticals – What Is Required For This Type Of Settlement?

The requirements for life insurance viaticals are similar to a senior life settlement. Both settlements require certain types of policies. In addition the same information will be required of the insured including the release of medical records and financial information. … Continue reading: Life Insurance Viaticals – What Is Required For This Type Of Settlement?

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Life Settlement Adviser – Questions To Ask

When you speak to a life settlement adviser there are key questions to ask. To start you will want your life settlement adviser to review your policy to ensure it is eligible for a settlement. You will also want to … Continue reading: Life Settlement Adviser – Questions To Ask

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Life Insurance Settlement Broker – Helping You Determine If A Settlement Is Right For You

A life insurance settlement broker is there to help determine if a settlement is the best financial decision for you. A recent study showed half of all seniors with a life insurance policy are eligible for a life settlement. However … Continue reading: Life Insurance Settlement Broker – Helping You Determine If A Settlement Is Right For You

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Life Insurance Settlement Tax Information

When entering into a settlement transaction there is life insurance settlement tax information to be considered. One of the benefits of holding a life insurance policy is the tax shelter that it provides. Many policy owners benefit from the shelter … Continue reading: Life Insurance Settlement Tax Information

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Life Settlement Acquisitions – How They Work

Life settlement acquisitions are the purchase of life insurance policies in the secondary market. Life settlement acquisitions take place when a life insurance policy owner sells the policy for cash. The policy is sold for less than the death benefit, … Continue reading: Life Settlement Acquisitions – How They Work

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Life Settlement Administrators – What Role Do They Play?

Life settlement administrators play a crucial role in the life settlement transaction. Typically in an insurance office setting it is the administrators role to be sure all licensing is up to date and information relating to the insured is available … Continue reading: Life Settlement Administrators – What Role Do They Play?

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Life Expectancy Definition And Application To Settlements

Below you will find the life expectancy definition and averages along with its application to the life settlement industry. Life Expectancy Definition – The statistic of expected years of life remaining given a certain age. It is calculated by life … Continue reading: Life Expectancy Definition And Application To Settlements

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