
Education Center
Life Insurance Education Center
Comprehensive educational resources about life insurance policy options, regulation, taxation, and financial considerations.
Disclaimer: All content is provided for educational purposes only and does not constitute legal, tax, financial, medical, or investment advice.
Featured Guide
What Is a Life Settlement?
The Complete Guide to Understanding Life Settlements, Regulation, Eligibility, Risks, and Alternatives.
A comprehensive educational guide covering how life settlements work, who may qualify, regulatory protections, tax considerations, risks, and available alternatives before surrendering a life insurance policy.
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Financial & Estate Planning
Survivorship Life Insurance After a Spouse Dies: Why to Reassess the Policy Now
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Financial & Estate Planning
Donate the Policy or Sell It? Charitable Options for Unneeded Life Insurance
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Financial & Estate Planning
Can I Sell My Parent’s Life Insurance Policy? Ownership Rules Explained
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Financial & Estate Planning
Selling a Trust-Owned (ILIT) Life Insurance Policy: A Trustee’s Guide (2026)
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Financial & Estate Planning
Gray Divorce and Life Insurance: Untangling Policies After 50
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Financial & Estate Planning
Estate Plan Changed? That Old Life Insurance Policy May Be Surplus (2026)
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Financial & Estate Planning
Divorce Decree Says the Life Insurance Is No Longer Needed — Now What?
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Financial & Estate Planning
Inherited a Life Insurance Policy on a Living Person? Your Options
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Financial & Estate Planning
Selling Corporate-Owned Life Insurance (COLI) When the Company Dissolves
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Financial & Estate Planning
Exiting a Premium-Financed Life Insurance Arrangement: Options and Trade-Offs
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Financial & Estate Planning
No One Left to Leave It To: Options for a Life Insurance Policy Nobody Needs (2026)
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Financial & Estate Planning
Buy-Sell Agreement Ended: What to Do With the Insurance Behind It
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Financial & Estate Planning
Business Closing? Your Key-Man Policy May Be Worth Real Money
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Financial & Estate Planning