Surrendering Your Policy Surrendering your policy is another option. In this case, you inform the insurance carrier that you want …
Life Settlements Blog - Retirement Planning
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.
End of Line Planning: Creating a Financial Checklist
No one wants to leave their loved ones with burdens after they are gone. Those who have built valuable assets …
How to Probate A Will: The Basics
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 …
Is Disability Insurance Worth It?
What are Modified Endowment Contracts?
MEC’s are now taxed in the same manner as non-qualified annuities, which is on a last-in-first-out basis (LIFO), which means …
What is a Retained Death Benefit Settlement?
