The goal in this article is to familiarize cashflow professionals with the concept and potential benefits of outsourcing. “Outsourcing” is an impressive-sounding term for task delegation. Outsourcing certain pieces of your process can be a practical and cost-efficient way to increase your productivity and focus your time and energy on new business. Most large companies [...]
I have just returned from a most enlightening and enjoyable NoteWorthy convention held in Las Vegas. I was fortunate enough to have been asked to hold a workshop on what my organization specializes in: dealing with state lottery winners, structured settlement annuitant and contest winners. We help them convert some or all of their future [...]
HOW A POLICY MIGHT BE SOLD FOR CASH
Here is a hypothetical example of how a life settlement might work. John is a seventy-year old who owns a $350,000 life insurance policy. Like everyone else who purchases life insurance, John had a good reason for taking out his policy. In his case, he [...]