*Note, this course was offered at the 2021 AADMM Virtual Conference
2.5 million seniors a year will walk away from their life insurance policies, with little or nothing. Their policy, even term policies, can be a source of income. Learn how an unwanted or unaffordable life insurance policy can be turned into income. The presentation will guide attendees into the world of life insurance settlements: how they work, why they work, what clients benefit most, positives and negatives, legality and regulation, the process, case studies, and more - all aspects of life settlements. Attendees will be better equipped to take care of clients, if they have an unwanted or unaffordable life insurance policy.
Presenters: Lisa Rehburg, President, Rehburg Life Insurance Settlements
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, 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 written articles for California Broker magazine, Planned Giving Today, Think Advisor and the Certified Senior Advisor Journal. 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.
Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration forms. The registration fee is set per person, not per connection.