The director of the planned giving department at a charitable organization just sat down with the organization’s chief financial officer for their monthly meeting. In addition to the usual items on ...
In the latest episode of Money Talk With Tiff, Tiffany Grant hosts Rob Haynie to delve into a topic that many individuals are unfamiliar with yet could significantly impact their financial ...
Rob Haynie is the Managing Director of Life Insurance Settlements, Inc. and serves on the Board of Directors of LISA. Around the turn of the century, the viatical settlement marketplace transitioned ...
Life settlements create opportunity, mitigate risk, and deliver value for you and your aging clients. Every year, seniors voluntarily lapse or surrender more than $100 billion in life insurance ...
With changes to many tax laws looming at the end of the year, a life insurance settlement could provide an opportunity for clients to not only donate to a charity but also reap tax savings under ...
Most people purchase a life insurance policy so their loved ones are taken care of when they die. But what if you wanted to cash in on that policy while you’re still alive, to pay for necessities now?
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