Author Archives: William L. Curry

About William L. Curry

William L. Curry, JD, MBA, CWPPTM, AEP, CLU, ChFC is an attorney and entrepreneur with more than 35 years experience counseling organizations and structuring investment transactions. As a founding principal of the Curry Poole Group LLC and the Delaware Advisory Group, Inc., a Registered Investment Adviser, he has gained nationwide recognition for assisting his clients in the areas of asset protection, estate planning, investments and tax planning. In the course of serving his clients, Bill has earned and received a number of degrees and certificates. A graduate of Widener University with a BS, MBA, and Law Degree, he is also an Accredited Estate Planner (AEP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Wealth Preservation Planner (CWPPJ). The life insurance industry has honored him with the Million Dollar Round Table Top of the Table and International Forum designations placing him among the top one percent of insurance professionals in the world. A student of leading edge planning concepts in the areas of tax planning, asset protection planning, and income and distribution planning, the focus of Mr. Curry's practice has been on "helping those who have made it keep it"TM. Bill specializes in working with affluent individuals, including highly paid executives, business owners, professionals and the independently wealthy. Mr. Curry is a member of the Financial Planning Association (FPA), The Association of Advanced Life Underwriters (AALU), and The Society of Financial Service Professionals (SFSP). He is, also, the past president and past treasurer of the Delaware Chapter of the Society of Financial Service Professionals. Bill and his wife Jennifer have two children and one grandchild. He is an enthusiastic sports fan, enjoys golf and is an avid salmon fisherman.

Life Settlement Options Made Easy

Knowing your life settlement options for all policy owners, and an experienced life settlement broker should explain all of your life settlement options in your first meeting. There are a few life settlement options available to all those that qualify … Continue reading: Life Settlement Options Made Easy

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Life Settlements Investing In Life Insurance Policies

Your life insurance policy should be considered an investment and because of that there is life settlement investing. As time goes by and your pay your annual life insurance premiums you are earning equity in an investment that can be … Continue reading: Life Settlements Investing In Life Insurance Policies

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Life Settlement Mutual Fund Defined

A life settlement mutual fund is like any other mutual fund wherein a number of investors pool their funds together for a stronger more lucrative investment. Generally a mutual fund holds predetermined criteria for the investment, such as how long … Continue reading: Life Settlement Mutual Fund Defined

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Life Settlement Risks For Funders

The potential life settlement risks for funders have been talked about a lot the past year.  In the past a life settlement funder took a large risk due to lack of regulation in the industry.  Many settlement funders were burned … Continue reading: Life Settlement Risks For Funders

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Life Settlement Mutual Funds Market…Growing in Popularity

As predicted the “Boomer” generation is affecting the financial market as they begin to retire, because of this the life settlement mutual funds market continues to grow as well.  Today’s seniors face increasing costs for retirement due to extended life … Continue reading: Life Settlement Mutual Funds Market…Growing in Popularity

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Life Settlement Blog On Life Expectancy And How It Effects Your Settlement

A life settlement blog on life expectancy should discuss how they greatly affect your life settlement. Funders are looking to invest in settlements that will have a quick return. A life settlement blog should also tell you that a life … Continue reading: Life Settlement Blog On Life Expectancy And How It Effects Your Settlement

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Life Settlement Business Specialists Assists LISA

Currently many life settlement business specialists that are assisting the Life Insurance Settlement Association or LISA.  The settlement industry continues to grow at a record rate placing high demand on life settlement business specialists with knowledge of the industry. The … Continue reading: Life Settlement Business Specialists Assists LISA

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Life Settlement Producers… What To Discuss

There are a few key questions you should be asking your life settlement producers. Initially you will want to discuss your financial needs and goals to determine if a life settlement is the best option for you. Life settlement producers … Continue reading: Life Settlement Producers… What To Discuss

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Life Settlements In Florida And The Policies That Qualify

Not all life insurance policies qualify for life settlements in Florida. Most providers or funders are looking for the following types of policies; Universal, Whole, and sometimes Term Life policies, but they also must be licensed in Florida in order … Continue reading: Life Settlements In Florida And The Policies That Qualify

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Life Settlement Broker Blog On The Steps To A Life Settlement

A life settlement broke blog on the best way to get started on life settlement would tell you to click the LIVEpdq link to find out if you qualify for a life settlement. The life settlement broke blog that discusses … Continue reading: Life Settlement Broker Blog On The Steps To A Life Settlement

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