Life Settlements can help bridge the gap for senior investors

by Wm. Scott Page

 Mr. Page is CEO of PolicyAppraisal.com and LifeGuide Partners, LLC, which provides education and perspective to seniors, their loved ones, and advisors as they consider retirement options and research untapped financial strategies. Visit www.policyappraisal.com

Inflation is beginning to wreak havoc on the U.S. economy and it’s only a matter of time before clients begin to panic and want to start reconfiguring their portfolios. Of course, adjusting portfolios and reallocating is a smart overall practice – and an easy sell when times are good. However, when a recession is looming and inflation is impacting everyone’s investments, we know that clients will begin to panic now – even if your client base is comprised of individuals who are well off and not living on a completely fixed income.

Everyone’s feeling the pinch, in one way or another. Nobody likes paying nearly $5 per gallon for gas (and certainly not folks who grew up when it was less than $1).

One investment advisor recently said that while everyone feels the pinch of higher prices, the big impact is on those who don’t have a strategy to increase their retirement income over time to offset the higher prices. Basically, a rush to super safe investments, like cash, fixed income, and CDs are going to put more pressure on individuals who may quickly begin to draw on their principal.

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