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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...

Lisa Rehburg
Jul 8, 20231 min read


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...

Lisa Rehburg
Jun 9, 20231 min read


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...

Lisa Rehburg
May 12, 20231 min read


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...

Lisa Rehburg
Apr 28, 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...

Lisa Rehburg
Mar 10, 20231 min read


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...

Lisa Rehburg
Feb 17, 20231 min read


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. ...

Lisa Rehburg
Jan 21, 20231 min read


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...

Lisa Rehburg
Dec 22, 20221 min read


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...

Lisa Rehburg
Nov 10, 20221 min read


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...

Lisa Rehburg
Oct 8, 20221 min read


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
Sep 13, 20221 min read


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...

Lisa Rehburg
Aug 12, 20221 min read


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...

Lisa Rehburg
Jul 30, 20221 min read


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
Jul 15, 20221 min read


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...

Lisa Rehburg
Jun 10, 20221 min read


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...

Lisa Rehburg
May 12, 20221 min read


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...

Lisa Rehburg
Apr 11, 20221 min read


Why You Want to Speak With a Client About Life Insurance Settlements, and How To Do It
In our latest article for California Broker Magazine, we discuss why agents would want to speak with a client about life insurance...

Lisa Rehburg
Mar 15, 20221 min read


Could a Life Insurance Policy Help Pay for Care Needs Now?
Short answer? Yes! Here is our latest blog for the Aging Life Care Association explaining how selling a life insurance policy can be...

Lisa Rehburg
Mar 1, 20221 min read


Preparing Families: A Healthy Aging Plan
A big "Thank You" to Dane Timpson, for giving me the privilege of being part of his Roundtable Summit - Preparing Families: A Healthy...

Lisa Rehburg
Feb 12, 20221 min read
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