Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)
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Many believe that once you no longer need or can afford your life insurance policy, your only option is to let it lapse or surrender it for its cash value.
But there’s a better way – life settlements!
This week on The Millionaire Next Door, Robert Curtiss sits down with Rob Haynie, the Managing Director of Life Insurance Settlements, Inc., to discuss the concept of life settlements and how they can provide a financial alternative for policyholders.
Tune in and discover what a life settlement is, the key factors that influence its value, and how it could potentially turn your outdated policy into a blooming financial asset.
Episode talking points include:
- The basics of what a life settlement is and how it applies to life insurance policies that are no longer needed or affordable
- How insurance policies are evaluated and what factors can influence their market value
- Real-life scenarios where clients benefited from choosing a life settlement over surrendering or lapsing their policies
- The evolving life settlement market and how new regulations and investor interest are shaping its future
- And more!
Resources:
- Educational videos (bottom of the page)
- The Art of Understanding Fear with Kristen Ulmer (Ep. 54)
- Unlocking the Hidden Value of Your Life Insurance Podcast
Connect with Rob Haynie:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
About Our Guest:
For over 30 years, Rob Haynie has been a prominent figure in the life settlement industry, currently serving as the Owner and Managing Director of Life Insurance Settlements, Inc., a leading life settlement brokerage. He is also a member of Forbes Councils, a mentor at InsuranceWebX, and frequently speaks at global forums on life settlements.
Rob’s mission is to assist individuals in understanding the value of their existing life insurance policies and to offer them a viable option to sell these policies for cash rather than surrendering or letting them lapse. He has been recognized as one of the 10 Most Influential People in Life Settlements by The Life Settlement Review and by his peers. Additionally, he serves on the board of directors and the public policy council of the Life Insurance Settlement Association, the trade organization for the life settlement industry. His extensive expertise encompasses retirement, financial planning, public speaking, social media networking, and insurance.