If you’ve been paying for life insurance for years, or even decades, you have built up a valuable asset that …
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.
Lapsation in Life Insurance
If the policyholder’s health has significantly changed, they may be rejected and need a new policy. The circumstances that would …
End of Life 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 …
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?
Viatical Settlement Taxes
Again, this process is different in every state, and states do not always follow the federal guidelines. Be sure to …