Tag Archives: Wisconsin
Selling a life insurance policy is a personal decision. As we mature in our aging process, our personal assets (homes, vehicles, jewelry, investments, insurance) become more important in our daily lives and should be reviewed on an annual basis. Our … Continue reading: Selling A Life Insurance Policy, A Personal Decision
The following is a new life settlement example on one of my long time clients. New life settlement example 3 A highly successful business owner had two separate joint life policies held in trust inside a profit sharing plan. The … Continue reading: New Life Settlement Example 3
The following is a new life settlement example from one of my long time clients. New Life Settlement Example 2 A small business owner client of mine was in need of life insurance to secure some of his debt obligations … Continue reading: New Life Settlement Example 2
Insurance life settlement. A very complicated financial process, but I’ll try to break it down in a very elementary definition. The purchasers of an insurance life settlement are sometimes called insurance life settlement companies or insurance life settlement providers and … Continue reading: Insurance Life Settlement – A Simple Definition
Insurance life settlement. What is the basic idea? An insurance life settlement is an insurance policy sold by the owner – typically the insured or trust – for an amount of proceeds greater than the cash surrender value and less … Continue reading: Insurance Life Settlement – The Basic Definition
Sell your life insurance policy. Why? Because it is now an option. And it has become not only an option but more of an overall financial planning tool. Reasons for selling your life insurance policy range from emotional to financial … Continue reading: Sell Your Life Insurance Policy. Why?
Life Settlement Fund Taxation Calculation – Prior to August 26, 2009 Life Settlement Fund Taxation of transactions completed prior to August 26, 2009 were taxed in the following manner: Premiums paid during the life of the life insurance policy are … Continue reading: Life Settlement Fund Taxation
A life insurance settlement option should be explored for many different reasons. For a business owner insuring a key person who is no longer employed, a life insurance settlement option should be discussed. For a retiring executive who decides not … Continue reading: Life Insurance Settlement Option – Should Be Explored!
Life settlement glossary – More ABC’s. The following life settlement glossary will hopefully provide you with some simple definitions to help you with the basic understanding of the life settlement market. The definitions in this life settlement glossary are abbreviated … Continue reading: Life Settlement Glossary – More ABC’s
Life Settlement Regulations – New for Wisconsin. For new life settlement transactions, the state of Wisconsin has signed into legislation a new law that will impose a 5 year waiting period before a policy can be sold. This was signed … Continue reading: Life Settlement Regulations – New For Wisconsin