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Palm Beach Post
 

Click to View Ted Bernstein

August 11, 2008
On the agenda...
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National Underwriter
 

Click to View When To Hold, When To Fold

May 5, 2008
As the burgeoning life settlement market matures and gains wider industry acceptance, a growing number of high net worth clients entering their golden years are selling their life insurance policies to secure much-needed cash ...
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Private Wealth
 

Click to View Multiple Choice

February 1, 2008
The intricacies and applications of premium financing are broad enough to meet the planning need of wealthy families and business owners ...
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Click to View Life Products Clearing v. Lobel - Key Insurable Interest Case

January 28, 2008
This is a case that is very important and should be read by every member of the estate planning team. It is also an excellent review of the concept of insurable interest and the insured's right to sell or assign his/her rights ...
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Boca Raton News
 

Click to View Boca firm offers life insurance financing with reduced commission

Undated
A Boca Raton life-insurance agent has set up a system that can provide people with universal life insurance with a reduced commission and at little overall cost - If economic factors work in their favor ...
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