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June Is National Annuity
Awareness Month

 

4 min read

Retirement Regrets – Does Retirement Live Up to Expectations?

By Coventry on 9/28/21 10:15 AM

Ah, retirement. The reward at the end of years in the labor force, of saving and investing and planning for financially sound, restful, and even adventure-filled golden years. Millions of Americans enter retirement annually, but increased reliance on Social Security income and Covid-19’s impact on employment, access to social supports, and mental and physical health have altered the retirement experience for retirees across the U.S. With retiree numbers significantly increasing in the last year and predictions of more to come at an accelerated rate, we wanted to know if retirement still lives up to expectations. Are retirees experiencing the retirement they expected, or do they have regrets? 

Topics: Life Insurance Retirement Life Settlement Limited & Extended Care Planning Center Potential Partners for Advisors
1 min read

LECP Webinar presented by Coventry: What's Driving Life Settlement Growth

By Beth Helberg on 8/26/21 3:17 PM

Join the LECP at 2 pm eastern on Thursday, September 23rd, for a virtual executive roundtable - What's Driving Life Settlement Growth.  The discussion will focus on current market trends in life settlements and how you can leverage this important tool.

Topics: Financial Planning Life Settlement webinar Potential Partners for Advisors
3 min read

Webinar: Technology and Life Settlements, Sponsored by Proformex

By NAIFA on 11/18/20 10:14 AM

The NAIFA webinar, “Leveraging Technology to Identify Policyowners Who Truly Benefit From Life Settlements,” was sponsored by NAIFA’s partner, Proformex. The expert panel of presenters – Jon Mendelsohn, CEO of the Ashar Group; Jim Purdy, Director of Agent Origination at Magna Life Settlements; and Ryan Thompson, Founder of Policy Market – along moderator Steve Lance, Vice President of Sales at Proformex offered some best practices for the life settlements market designed to “demystify the process.”

Topics: Life Settlement

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