Life Insurance Settlements: Helping Clients Benefit from a Hidden Asset
A half million seniors a year will walk away from their life insurance policies – with little or nothing. This happens because they no longer want, need or can afford the policy and they (and their advisors) do not know there is another option. This webinar focuses on educating the audience about all aspects of life insurance settlements including: what they are, how they work, their history, regulation, why anyone would want to sell their policy, how the market works, how much policies can be worth (hint: tens of thousands or hundreds of thousands of dollars), how money can be used, real client case study examples, when a life insurance settlement does, and does not, make sense, etc.
The participants will be fully versed in life insurance settlements, so they can:
- Identify situations when a settlement may make sense for a client
- Describe to clients how a settlement works
- Understand the timing, regulation, and transparency of the process
Intended Audience: Fiduciaries, financial advisors, guardians, elder law attorneys, daily money managers, insurance agents, or anyone that works with seniors or clients that are incapacitated.
About the Presenter: Lisa Rehburg
Lisa Rehburg has been in the insurance industry for over 30 years and works with professionals nationwide to help their clients. She is a life settlement broker. Her fiduciary duty to clients is to market their policy to obtain the highest amount for it that she can. Her focus is on education, so professionals understand life insurance settlements, and when (and when not) they can be a good fit for clients. Lisa has spoken hundreds of times to organizations such as: Professional Fiduciary Association of California chapters, Aging Life Care Association, Financial Planning Associations, American Association of Daily Money Managers, Estate Planning Councils, National Association of Professional Financial Advisors study groups, Health Underwriters, National Association of Insurance and Financial Advisors chapters, and more.
Note: This webinar is no longer eligible for continuing education credit.
