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Unlocking Hidden Wealth: How Life Insurance Settlements Can Transform Financial Planning
Many clients hold a variety of assets—homes, cars, stocks, bonds—but one asset often overlooked by financial and insurance advisors is the life insurance policy itself. While life insurance is primarily seen as a safety net for beneficiaries, it can also serve as a valuable financial planning tool. Life insurance settlements offer a way to unlock hidden wealth from policies that clients no longer need or find financially burdensome. This post explores how life insurance settl
Lisa Rehburg
Jan 33 min read


Higher Client Offers and More Commission For You
If you are trying to sell your house, would you only tell one person? Of course not. That person would lowball an offer, because they have no competition. Or, may not be interested in buying the house at all. If you are trying to sell your house, you would want as many people to know about it as possible, perhaps using an agent to help spread the word and market the house, leading to competition and higher offers. The same is true for your client's life insurance policy. If i
Lisa Rehburg
Dec 6, 20251 min read


Tools To Help You Discuss Life Settlements With Your Clients
2.5 million seniors a year will walk away from their life insurance policies. Here are some tools to help agents and advisors speak with their clients about selling their policy.
Lisa Rehburg
Nov 8, 20252 min read


Working With Seniors? Here's A New Way To Help
If you work with clients who are seniors, you can help them in a new way, and benefit your business as well.
Lisa Rehburg
Oct 10, 20251 min read


Advisor's Guide to Life Settlements
The Advisor's Guide to Life Settlements highlights all aspects of life settlements, including why every advisor should be offering life settlements and how to get started with the process
Lisa Rehburg
Sep 1, 20251 min read


Life Settlements Belong In An Advisor's Toolkit
Life settlements belong in every advisor's toolkit. Learn why.
Lisa Rehburg
Aug 16, 20251 min read


Life Settlements Are Not Just For Large Policies
Selling a life insurance policy is not only a solution for large size policies, and very unhealthy people. Clients with small size policies, who are relatively healthy, can benefit as well.
Lisa Rehburg
Jul 4, 20252 min read


Unlocking Value: How Life Settlements Empower Clients and Advisors Alike
how life settlements empower clients and their advisors
Lisa Rehburg
Jun 7, 20251 min read


Why Choose Us For Life Settlements?
Why choose us when you or your client has an unwanted, unneeded or unaffordable life insurance policy? 4 good reasons are listed, as well as real client examples.
Lisa Rehburg
May 10, 20253 min read


5 Myths About Life Insurance Settlements (and the Reality)
Clients, and their advisors, often have misperceptions about how life insurance settlements work and who can qualify. Here are the top 5...
Lisa Rehburg
Apr 5, 20251 min read


Life Insurance Settlements: Who Does What?
Clients, and their advisors, have a choice when they wish to sell an unwanted or unneeded life insurance policy. Which way is better?
Lisa Rehburg
Mar 7, 20251 min read


Favorable Attitudes Toward Life Insurance Settlements
Two new statistics are out that demonstrate the robust nature of the life insurance settlements market.
Lisa Rehburg
Feb 8, 20251 min read


Life Insurance Settlements Buyer V. Broker - Which Way Is Best?
You may have seen advertising for life insurance settlements on TV, the radio or the internet. This is good, as it raises visibility for...
Lisa Rehburg
Jan 11, 20252 min read


Why Use A Life Settlements Broker? It's As Easy As 1-2-3
Why use a life settlements broker to sell a client's unwanted, unneeded or unaffordable life insurance policy? It's as easy as 1-2-3.
Lisa Rehburg
Dec 14, 20241 min read


Your Client Tells You They No Longer Want Their Life Insurance Policy - Now What?
This post links to an article that outlines how to help a client if they no longer want or need their life insurance policy.
Lisa Rehburg
Nov 9, 20241 min read


Why Use a Life Settlements Broker to Sell a Life Insurance Policy?
2.5 million seniors a year will lapse or surrender their life insurance policies, walking away with little or nothing. The reason? They...
Lisa Rehburg
Oct 12, 20242 min read


Top 8 Questions Agents Have About Life Insurance Settlements - Answered
Many times there are misperceptions about what life insurance settlements are, who can most benefit, how the process works, if they are...
Lisa Rehburg
Sep 7, 20241 min read


Life Insurance Settlements: What Types of Life Insurance Policies Can Be Sold? And, More Importantly, Why?
Did you know that a term life insurance policy can be sold through a life insurance settlement? Did you know that most people do not...
Lisa Rehburg
Aug 9, 20241 min read


8 Things Clients (and Their Advisors) Should Know About Life Settlements
Many times, clients and their advisors, either do not know about life insurance settlements, or have misperceptions about how they work.
Lisa Rehburg
Jul 5, 20241 min read


Life Insurance Settlements Market Statistics for 2023 Released
The Life Insurance Settlements Association, LISA, recently released their 2023 market data report. The bottom line - great news for...
Lisa Rehburg
Jun 8, 20241 min read
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