Rajiv RebelloNov 10, 2020Fiduciary Advising
Premium Minimization Services Categories Annuities Fiduciary Advising Life Insurance Life Settlements One of the main concerns of life settlement investors is minimizing the premiums required to keep the policy in force. Colva is a specialist in utilizing actuarial...
Rajiv RebelloAug 27, 2020Fiduciary Advising
Why the traditional 60/40 retirement strategy won’t work in a low bond yield environment Categories Annuities Fiduciary Advising Life Insurance Life Settlements Financial advisors need to implement better retirement strategies in a low-yield environment or risk losing...
Rajiv RebelloJul 8, 2020Fiduciary Advising
6 Financial Advising Strategies to Increase After-Tax, After-Advisory Fee Bond Returns for HNW Clients in a Low-Yield Environment Categories Annuities Fiduciary Advising Life Insurance Life Settlements I’ve been working with financial advisors a lot recently on how to...
Rajiv RebelloJul 8, 2020Fiduciary Advising
4 Financial Advising Strategies for High-Earning Professionals to Increase After-Tax Wealth Categories Annuities Fiduciary Advising Life Insurance Life Settlements I’ve been working with financial advisors a lot recently on how to implement better after-tax strategies...
Rajiv RebelloAug 10, 2018Annuities Fiduciary Advising
Why Fee-Only Fiduciary Financial Advisors Should Be Considering No-Commission Fixed and Indexed Annuities for Conservative High Net Worth Clients over Traditional Bond Investing Categories Annuities Fiduciary Advising Life Insurance Life Settlements Bond investing in...
Rajiv RebelloFeb 8, 2018Life Insurance
Life insurance is an important part of a client’s financial plan: But are they spending more than they need to? Categories Annuities Fiduciary Advising Life Insurance Life Settlements The goal of any comprehensive financial advisor is to help protect the financial...
Rajiv RebelloOct 23, 2017Fiduciary Advising
High Net Worth Fiduciary: Providing high net worth clients with specialized advice Categories Annuities Fiduciary Advising Life Insurance Life Settlements High net worth individuals have a multitude of needs that require specialized expertise and attention: strategies...
Rajiv RebelloSep 28, 2017Life Settlements
The Problem with Life Settlements for Seniors: And it has everything to do with commissions Categories Annuities Fiduciary Advising Life Insurance Life Settlements As seniors get older and their health deteriorates, they have an increasing need for assisted living and...
Rajiv RebelloAug 29, 2017Fiduciary Advising Life Insurance
How to Structure Permanent Life Insurance to Surpass Buy Term and Invest Strategies Categories Annuities Fiduciary Advising Life Insurance Life Settlements Categories Annuities Fiduciary Advising Life Insurance Life Settlements Buy term and invest the difference is...
Rajiv RebelloAug 29, 2017Life Insurance
Life Insurance Policy Review Blog Categories Annuities Fiduciary Advising Life Insurance Life Settlements As an actuary who helped to price and analyze policies for a large life insurance carrier, I quickly saw how policy owners end up getting the worst end of the...
Rajiv RebelloAug 29, 2017Fiduciary Advising Life Insurance
The Hidden Costs of Permanent Life Insurance Categories Annuities Fiduciary Advising Life Insurance Life Settlements Why policy owners end up paying tens of thousands more than they need to Are Life Insurance Agents Making Recommendations In Their Client’s Best...
Rajiv RebelloAug 28, 2017Life Insurance
How Low Commission Life Insurance Products Maximize Returns Categories Annuities Fiduciary Advising Life Insurance Life Settlements By now we all now the problems with permanent life insurance: low returns and high premium costs. However, these poor returns are...
