Client Examples

Lisa Rehburg

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...

Lisa Rehburg

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...

Lisa Rehburg

How Life Insurance Settlements Help Your Clients...and You Too! Real Life Examples

Here is our article in the latest issue of California Broker Magazine, showing how life insurance settlements help your clients. Very...

Lisa Rehburg

Financially Helping Clients Fund Their Long Term Care Needs: Real Life Examples

Thank you to the Aging Life Care Association for posting this blog to raise visibility that life insurance settlements can be a way for...

Lisa Rehburg

Non-Convertible Term Policies Can Be Sold? Wait...what? Yes, Life Settlements Work Here Too!

By now, you may know that unwanted, unneeded, or unaffordable life insurance policies can be sold through life settlements. And, you...

Lisa Rehburg

I Just Love You! Life Settlements Work Magic!

I am on Cloud 9! Our client, Al, called me this weekend and said, "I don't want to make your husband jealous, but I just love you". You...

Lisa Rehburg

Can I Sell a Life Insurance Policy That Is In An ILIT? Yes!

It was a privilege to have an article published in ThinkAdvisor today. So many financial and legal professionals have questions about...

Lisa Rehburg

Can A Life Insurance Settlement Be Creative to Meet a Client's Needs? Yes!

Every client's needs are different. Many clients wish to sell their entire policy for cash. But, what if that is not what the client...

Lisa Rehburg

Clients Who Sold Their Policies...and Why

So many times people think that a client would only sell their policy because they needed the money. This is not the case at all. Here...

Lisa Rehburg, Broker