Tag Archives: financial advisors

Effect of Power of Attorney

A prospect’s son called me last week, informing me that he was his father’s Power of Attorney.  He told me that he had responsibility for his father’s financial affairs, and it was important that I was aware of that.  The implication was that I was wasting my time talking with his father because he controlled […]

A Sad Story…..

In January, I was calling leads that were interested in learning more about life insurance settlements.  Many seniors don’t know that they can sell their existing life insurance policy(ies) for cash now and no longer be required to make future premium payments on the policy(ies). A 77-year old male from Arizona, with $3 million in […]