A life settlement broker can provide a fair assessment of your policy’s cash value and allow you to make the …
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.
What is a Life Insurance Beneficiary?
In a life insurance policy, a beneficiary is the person or organization that receives the life insurance death benefit upon …
Modified Endowment Contracts Explained
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 …
Life Settlement Industry Poised for Growth
According to The Life Settlements Report by The Deal, 3,241 people sold their life insurance policies in 2020 for a …
Navigating Inflation into Retirement
Everything is getting more expensive these days. Gas prices are higher, food prices are higher, used car prices are higher—it …
Cash Surrender Value
Canceling a life insurance policy can sound like an appealing solution for those looking to reduce retirement expenses. If you’re …
End of Life Planning Financial Checklist
No one wants to leave their loved ones with burdens after they are gone. Those who have built valuable assets …
Senior Life Insurance: Life Settlements for Seniors
Should I Get A Senior Life Settlement or Viatical Settlement? As we mentioned earlier, the life settlement industry is primarily …