Life insurance is a fantastic resource, recommended by virtually every financial advisor to protect policyholders in the case of their …
Life Settlements Blog
Welcome to the Mason Finance Blog. Your source for data-driven advice, research, how-tos, and insights — we are here to help you navigate the world of retirement finance.
Cash in Life Insurance Policy
Surrendering Your Policy Surrendering your policy is another option. In this case, you inform the insurance carrier that you want …
Life Settlement Taxes Explained
We should note, this example assumes that the policy owner is not terminally or chronically ill and has paid premiums …
Chronic Illness Rider
A chronic illness rider is an add-on for your life insurance that pays you a benefit should you be diagnosed …
How to Probate a Will?
Probate is one of the most important aspects of estate planning. Probate is the court process that occurs after someone …
How Life Insurance Payout Works
Tax Rules for Life Insurance Payouts The tax rules for life insurance payouts are straightforward. All death benefit proceeds are …
What is an Annuity?
If you’re approaching retirement, you’re probably worrying about the balances in your retirement accounts. You’re not alone. Nearly 50% of …
Long Term Care Riders Explained
If you’ve been paying for life insurance for years, or even decades, you have built up a valuable asset that …