Lisa Rehburg
More Seniors Should Be Selling Their Life Insurance Policies
O Our latest article for California Broker Magazine explains why more seniors should be selling their life insurance policies. If...
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Lisa Rehburg
- Oct 14
- 1 min
Caregiving Club Podcast
Thank you Sherri Snelling for the privilege to being part of your Caregiving Club podcast! I always am delighted to raise visibility for...
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Lisa Rehburg
- Sep 29
- 1 min
Arizona Supreme Court Decision Supports Life Settlements
Arizona Supreme Court Decision a Win For Life Settlement Industry Good news for Arizona clients and their advisors - the Arizona Supreme...
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Lisa Rehburg
- Sep 9
- 1 min
More Older Clients Should Be Selling Their Life Insurance Policies
Before anyone chastises me for writing this article for Think Advisor, please know that I believe in life insurance. It is a very...
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Lisa Rehburg
- Sep 4
- 1 min
Life Settlements and Real Estate - More Similar Than You Think
Does your house always fit your needs during your entire lifetime? Sometimes, yes, but most of the time, no. Perhaps over your lifetime,...
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Lisa Rehburg
- Aug 28
- 1 min
FINRA Releases Life Settlement Guide for Consumers and Highlights Using a Life Settlement Broker
FINRA released a life settlement guide for consumers, per a new article from Think Advisor. In it, FINRA cites the difficulty of getting...
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Lisa Rehburg
- Jul 8
- 1 min
Why Would Anyone Want To Sell Their Life Insurance Policy?
Before you or your client lapse or surrender a life insurance policy, considering a life insurance settlement may make sense. 2.5...
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Lisa Rehburg
- Jun 9
- 1 min
Life Settlements Market - 2022 Statistics - Excellent for Clients
Beginning several years ago, the Life Insurance Settlements Association (LISA) began collecting data on the life insurance settlements...
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Lisa Rehburg
- May 12
- 1 min
Life Settlements: An Option Worth Considering
A recent Forbes article talks about how life settlements can be an option worth considering. Here's why: A client's life insurance policy...
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Lisa Rehburg
- Apr 28
- 1 min
Social Security Talk Podcast - Focus on Life Insurance Settlements
It was a pleasure to be on the Social Security Talk podcast, hosted by Marc Kiner, CPA, Nat'l Social Security Advisor podcast. In this 20...
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Lisa Rehburg
- Mar 10
- 1 min
5 Things to Know About Life Insurance Settlements
It was great to partner with the Financial Experts Network to write an article about the 5 Things to Know About Life Settlements. Many...
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Lisa Rehburg
- Feb 17
- 1 min
Oh My God, I'm Getting Older and So Is My Mom
It was a privilege to be on Scott Greenberg's radio show and podcast: Oh My God, I'm Getting Older and So Is My Mom. We discuss life...
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Lisa Rehburg
- Jan 21
- 1 min
Why Would Anyone Want to Sell a Life Insurance Policy?
500,000 seniors a year will lapse their life insurance policies. They stop making the premium payments and walk away with nothing. ...
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Lisa Rehburg
- Dec 22, 2022
- 1 min
Selling A Life Insurance Policy Is Very Similar to Selling a House: Certified Senior Advisor Journal
Many people do not know that their life insurance policy (yes, even term policies) is an asset - just like their house. And, as an...
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Lisa Rehburg
- Nov 10, 2022
- 1 min
Why Should Your Client Consider a Life Insurance Settlement? Let Me Count the Ways!
In this article, we discuss why life insurance settlements can be of benefit to clients. More importantly, we include a quick Q & A...
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Lisa Rehburg
- Oct 8, 2022
- 1 min
Ask Amy - Podcast
Excited to be featured on Amy Gaskin's podcast - Ask Amy. Amy is an Aging Maven Aficionado, and in this 15 minute podcast, we discuss...
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Lisa Rehburg
- Sep 13, 2022
- 1 min
Really? Unlikely Life Insurance Settlements - That Worked!
One misperception about life insurance settlements is that clients need to be in their 80's or 90's, and extremely ill, for a life...
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Lisa Rehburg
- Aug 12, 2022
- 1 min
When and Why to Surrender a Life Insurance Policy
Here is a good article in Forbes about when and why to surrender a life insurance policy. If you or your client is a senior, and looking...
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Lisa Rehburg
- Jul 30, 2022
- 1 min
How The New Tax Law Affects Life Insurance Settlements. Hint - It is Great News!
The TCJA changed the taxation of life settlements - for the good - greatly benefitting clients. Read the full Think Advisor article...
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Lisa Rehburg
- Jul 15, 2022
- 1 min
Unusual Life Settlements - That Worked. Younger? Healthier? Yes!
So many advisors feel like clients need to be really ill to benefit from a life insurance settlement. Nothing could be further from the...
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