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    Life insurance agent
    Life Insurance
    Catherine Brock

    Can Life Insurance Agents Perform Life Settlements?

    If you are a life insurance agent, you’re likely to be an early point of contact for the senior who’s considering letting go of his or her life insurance policy. The logical questions you might receive are, “What are my options?” and “How much can I get if I surrender this coverage?” Those questions give you the opportunity to show that policyholder how to unlock a large sum of cash through a life settlement. 

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    Life Settlements
    Catherine Brock

    Financial Advisors: How to Talk to Clients About a Life Settlement Option

    When your client faces an income shortfall just months or years away from reaching his or her retirement goals, what are the best options to course-correct? Downsizing is one, but it’s probably not the prospective retiree’s first choice. Another strategy is to get creative about liquidating non-investment assets to raise cash and shore up the savings balance. That’s where a life settlement can help.

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    Other
    Catherine Brock

    Complete Guide to Viatical Settlement Investments

    Read on for a deeper explanation of viatical settlements, what types of policies qualify, how viatical settlements differ from life settlements, how to invest in a viatical settlement, and the pros and cons of viatical settlements as investments.

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    Stock market prices
    Life Settlements
    Catherine Brock

    Life Settlement Investment Guide

    Read on for an overview of how life settlements work as investments, who invests in them, the pros and cons of investing in life settlements, the types of life settlement investments, and how to get started as a life settlement investor.

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    Coin stack and clock
    Retirement
    Harbor Life Settlements

    New Survey Finds COVID-19 Confuses an Already Uncertain Retirement Outlook for Americans

    To gauge how Americans are feeling about retirement, generally and in light of COVID-19, and to assess knowledge about life insurance and life settlements, Harbor Life Settlements conducted a nationwide survey of 1,700 U.S. adults across four generations. The data revealed a mix of attitudes, ranging from retirement confidence among certain groups to high levels of concern about the long-term financial impacts of COVID-19. There are also generational differences in how individuals plan to fund their retirement and in the retirement expenses savers are most worried about.

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    Doctor with crossed arms
    Other
    Catherine Brock

    How to Care for a Terminally Ill Family Member

    If someone you love has just received a terminal diagnosis, you are likely in shock and not sure what to do next. One productive place to focus your energy is on learning more about the diagnosis, to prepare for protecting your loved one’s quality of life and ensuring his or her final wishes are honored. 

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    Stressed senior man
    Retirement
    Catherine Brock

    Financial Help for Seniors in Debt

    Debt is one of those problems that gets worse when you ignore it. Commit now to the first step of creating a budget — it’s easy and free. Then, let the numbers guide you to your next move. Your options include aggressive monthly payments, consolidation to lower-rate debt, full payoff via a life settlement or home sale, or bankruptcy.

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    Meeting with doctor
    Senior Care
    Catherine Brock

    How much does cancer treatment cost?

    Assuming you have no health insurance, you could easily spend six figures chemotherapy, surgical procedures, prescription medications, and doctors visits. Some sources estimate a cancer treatment plan involving chemotherapy can range from $100,000 to $300,000. Specific to breast cancer, a mastectomy or lumpectomy alone — often required before chemotherapy begins — can cost $15,000 to $50,000. In terms of average cancer treatment costs, AARP estimates that patients spend about $150,000 in total. Where your costs fall relative to that average depends on the type of cancer you have and your treatment needs. 

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