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Preventing Life Insurance Policy Lapses with Life Settlements

Preventing Life Insurance Policy Lapses with Life Settlements

by liferocnetwork | May 12, 2022 | LifeRoc Life Settlements

Did you know that 90% of your clients’ life insurance policies will lapse prior to the client passing away? A Life Insurance policy can be one of your clients’ most valuable assets. The good agents across the country realize this and are proactively reviewing...
The Life Settlement Opportunity for Agent & Advisors

The Life Settlement Opportunity for Agent & Advisors

by liferocnetwork | May 5, 2022 | LifeRoc Life Settlements

LifeRoc has helped agents nationwide identify and capitalize on countlessLife Settlement opportunities within their existing book of business. Life Settlements have become an increasingly important financial solution for seniors whose life insurance needs have...
Life Settlement Taxation Treatment – What You Need to Know

Life Settlement Taxation Treatment – What You Need to Know

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...
Life Settlement Industry Statistics

Life Settlement Industry Statistics

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...
How Retained Death Benefit Life Settlements Work

How Retained Death Benefit Life Settlements Work

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...
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