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Lisa Rehburg
Nov 9, 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.
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Lisa Rehburg
Jul 5, 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.
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Lisa Rehburg
Dec 1, 20231 min read
The HIP Senior Directory
Very proud to be listed in the HIP Senior Directory! This directory contains a group of vetted businesses that serve the senior...
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Lisa Rehburg
Nov 21, 20231 min read
Announcing Our Relationship With Aging Well Partners
We are delighted to announce our relationship with Aging Well Partners, partners in creating a plan for aging well, no matter your age. ...
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Lisa Rehburg
Aug 28, 20231 min read
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
Mar 10, 20231 min read
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
Jan 14, 20191 min read
8 Myths of Life Insurance Settlements - Debunked!
Very honored to have an article published in California Broker Magazine about the misunderstandings some people may have regarding life...
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