January Webinar
Helping Your Client (and You Too!) Benefit From a Hidden Asset
THIS FREE WEBINAR BEGINS
Thursday, January 18, 2024
12 – 1 PM MST (2 – 3 PM ET)
About this Webinar
2.5 million seniors a year will walk away from their life insurance policies, with little or nothing. These could be your clients, and you can help them in a new way. Besides helping a client (first and foremost), you can help your business.
Life insurance policies, including term policies, are an asset that clients own. As with any asset, it can be sold, yet few people know this is an option. Most of the time, clients simply stop making the premium payments and lapse the policy. Or, they surrender them (cash them out) back to the insurance company. These clients could be leaving tens of thousands, or hundreds of thousands, of dollars behind – all because they do not know about life insurance settlements. This one hour webinar, endeavors to educate professionals who work with seniors regarding all aspects of life insurance settlements, including their legality, regulation, how policies are valued, which clients can best benefit, when it works and when it doesn’t, taxation, etc. Life insurance settlements can also be a funding source for clients who are looking for ways to pay for long term care needs such as assisted living, memory care, home care, and other care needs. Your client benefits, and your business benefits from a new revenue source.
About the Presenter
Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker. Ms. Rehburg is passionate about assisting financial, insurance, legal and non-profit professionals to help their clients benefit from their unwanted or unneeded life insurance policies. Lisa has been in the health and life insurance industries for over 30 years. She has presented to hundreds of organizations, including various Financial Planning Associations, Fiduciary Associations, Estate Planning Councils, Planned Giving Roundtables, NAPFA, NAIFA and Health Underwriters Associations, to raise the visibility of life insurance settlements as an option for clients, when appropriate. She has held executive roles at carriers, general agencies and TPAs. She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development. She can be reached at (714) 349-7981, Lrehburg@aol.com or www.rehburglifesettlements.com.
CSAs: To automatically obtain CSA continuing education credit, please ensure you have provided the email address associated with your CSA account and you connect to the webinar through the web and audio option.
NOTICE: Due to increased usage of GoToMeeting's platform, call lines are experiencing unusually high call volume. In order to access the webinar, we recommend using your computer's audio functionality or dialing in early to ensure you are able to access the webinar.