by liferocnetwork | Apr 20, 2022 | LifeRoc Life Settlements
The Tax Cuts and Jobs Act of 2017 (TCJA) ruling resulted in more favorable tax treatment for life settlements. The TCJA Ruling 2009-13 established that the net proceeds from a life settlement are treated as ordinary income. The net proceeds of a life settlement is...
by liferocnetwork | Apr 11, 2022 | LifeRoc Life Settlements, Uncategorized
Understanding The True Value Of One Of Your Clients’Most Valuable Assets Traditionally, policy owners and advisors have used cash surrender value (CSV) as a benchmark of life insurance policy value. However, life insurance policy sale transactions (sometimes referred...
by liferocnetwork | Apr 6, 2022 | LifeRoc Life Settlements
More than 71.5 million baby boomers live in the U.S. and many face greater retirement challenges than retirees a decade before them.* The Stanford Center for Longevity reports that baby boomers hold less wealth, carry more debt and will face greater expenses in...
by liferocnetwork | Mar 29, 2022 | LifeRoc Life Settlements, Uncategorized
Did you know that as a licensed advisor it may be your fiduciary responsibility to offer life settlements as an option to your clients? A recent study showed that 90% of seniors who have let their life insurance policy lapse would have considered selling their life...
by liferocnetwork | Mar 1, 2022 | LifeRoc Life Settlements, Uncategorized
The US population is turning 65 at the rate of 10,000 per day and expected to continue through 2036 and clients find themselves facing lifestyle changes and financial planning adjustments that will impact their quality of life for many years to come. One of...
by liferocnetwork | Feb 16, 2022 | LifeRoc Life Settlements, Uncategorized
LifeRoc is known for our unique programs and outside-the-box solutions when it comes to challenging cases. Our team has a history of delivering the best offers and solutions through our large global network of buyers. Policy owners age 65 and over forgo $57 billion...