Lisa Rehburg
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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Lisa Rehburg
- Jun 10, 2022
- 1 min
How You and Your Client Benefit from Both Sides of the Life Insurance Settlement Coin
It is was a pleasure to collaborate with Brian Clark, CEO of Alternative Strategies Resource Partners to write an article for California...
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Lisa Rehburg
- May 12, 2022
- 1 min
The Life Insurance Settlements Market Is Excellent Right Now
The life insurance settlement market is excellent right now. More and more investor money is flowing into the market, which is great for...
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Lisa Rehburg
- Apr 11, 2022
- 1 min
When Is a Good Time to Talk with Clients About Life Settlements?
Life insurance policies may, over time, outlive their purpose - the reason they were purchased in the first place. If this is happening...
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