Every year, over 2.5 million seniors walk away from life insurance policies they’ve paid into for decades—leaving behind more than $100 billion in untapped benefits. Why? Because they don’t know there’s another option.
In this dynamic and eye-opening webinar, Life Settlements expert Lisa Rehburg pulls back the curtain on Life Settlements—a powerful but often-overlooked strategy that can turn an unwanted policy into a valuable asset. Through compelling case studies, market data, and real-life success stories, you’ll discover:
- Who qualifies for a life settlement and who stands to benefit
- What the process entails and how policies are evaluated
- Where the life settlement market operates—and where the pitfalls are
- When to consider this strategy as part of a client’s financial or estate plan
- Why clients (and their advisors) often miss this lucrative opportunity
- How financial advisors can ethically and effectively integrate life settlements into their practice
Whether you’re advising seniors evaluating their insurance needs or looking to add more tools to your planning arsenal, this session will equip you with actionable insights to better serve your clients—and uncover hidden value where others see none.