Life insurance

A medical personal directs a patient at a free Covid-19 testing site in Hayward, California, U.S., on Monday, March 23, 2020. Governor Newsom on March 19 ordered that all of the state’s 40 million residents go into home isolation while saying outdoor activity is permissible with proper social distancing. Photographer: David Paul Morris/Bloomberg
Life insurance
How a life settlement can help a client during a pandemic
Henry Montag
By Henry Montag
June 17, 2020 2:55 PM

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.

5 Min Read
A medical worker wearing protective gear walks by a Fire Department of New York (FDNY) ambulance outside the emergency room at Montefiore Hospital in the Bronx borough of New York, U.S., on Thursday, April 2, 2020. In four months, the new coronavirus infected more than 1 million people and killed more than 51,000. The U.S. accounts for a quarter of the cases. Photographer: David Dee Delgado/Bloomberg
Retirement planning
Changes to changes: Financial planning after the CARES Act and the SECURE Act
Henry Montag
By Henry Montag
May 20, 2020 2:21 PM

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

8 Min Read