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The Mason Finance 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.

Two ladies discussing what a viatical is.

Life Settlements

Viatical Settlement vs. Life Settlements

March 12, 2020 10:15 pmJanuary 12, 20210 Comments

A viatical settlement is the sale of a life insurance policy where the insured person is either terminally or chronically …

Happy young adults learning about disability insurance elimination periods.

Life Settlements, Retirement Planning

Disability Insurance Elimination Period

March 1, 2020 6:00 amJanuary 18, 2021

If you own a disability insurance policy, then it’s important for you to know how long the elimination period is. …

Couple deciding on mortgage disability insurance.

Life Settlements, Retirement Planning

Mortgage Disability Insurance

February 27, 2020 6:00 amJanuary 18, 2021

A happy couple wondering if they should surrender their life insurance policies.

Life Settlements, Retirement Planning

Surrender Life Insurance Policy

January 23, 2020 6:00 amJanuary 18, 2021

Married couple stand on road discussing whether or not they are paying for too much life insurance.

Life Settlements, Retirement Planning

Do I Have Too Much Life Insurance?

January 9, 2020 6:00 amJanuary 12, 2021

Two seniors celebrating their senior life settlement transaction.

Life Settlements, Retirement Planning

What is a Senior Life Settlement?

January 7, 2020 6:00 amNovember 2, 2020

5 fantastic benefits of selling your life insurance

Infographics, Life Settlements

Selling Your Life Insurance

May 31, 2019 8:08 pmDecember 6, 20200 Comments

Doctor working with true own occupation disability insurance.

Life Settlements, Retirement Planning

Own-Occupation Disability Insurance

February 28, 2019 6:00 amNovember 2, 2020

If you are a high-income earner, then it is vitally important that you carry some form of disability insurance coverage. …

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