Join financial advisor Gerry Falick as he explains how to maximize the value of your life insurance policy.

As more and more women take on the leadership role in their families for wealth planning, it’s more vital than ever to know the financial tools available; to not only increase financial net worth, but to build lifetime security for you and your family. Join financial advisor, Gerry Falick, as he explains how men and women nearing retirement or even in retirement, can maximize the value of their life insurance policy. Gerry, who sold two of his own life insurance policies in exchange for tremendous income benefits, is living proof that life settlements can and do work. A life insurance policy occupies the same category of personal property as a home, and as a valuable asset can be sold to provide policy owners a valuable source of income…providing as much as five to eight times the cash-surrender value offered by insurance companies. Known as “Life Settlements”, Americans of retirement age and younger are capitalizing on this income method in ways many were simply unaware.

The Balancing Act

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