Rehburg Lif​e Settlements

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

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.

Clients, and their advisors, often have misperceptions about how life insurance settlements work and who can qualify. Here are the top 5...