About this episode

This episode discusses the value of life insurance settlements and their role in retirement planning with guest Lisa Rehburg.

Many retirees unknowingly walk away from life insurance policies without realizing they may still hold value. For women navigating retirement, widowhood, or major life changes, understanding every available option can make a meaningful difference. In this episode, I talk with Lisa Rehburg, President of Rehburg Life Insurance Settlements, about how life insurance settlements work and why they are often misunderstood or overlooked. We explore when this strategy may be appropriate, how it fits into retirement planning, and why timing and education matter. Lisa also explains the legal foundation, tax considerations, and the role advisors play in helping clients make informed decisions. This conversation is about awareness, asking better questions, and making thoughtful choices before letting a policy lapse or be surrendered. Key takeaways: Why many seniors let life insurance policies lapse and what may be missed How life insurance settlements work and when they may apply Legal foundations behind selling a life insurance policy Tax considerations and the importance of coordinating with professionals How this option may help fund retirement or long-term care needs And more! Resources…

People in this episode

Host: Eric Blake

Guest: Lisa Rehburg

Topics covered

• life settlements
• retirement planning
• life insurance
• financial education
• tax considerations

Keywords

• life insurance settlements
• retirement
• financial planning
• tax implications
• insurance policies

Mentioned in this episode

Organizations: Rehburg Life Insurance Settlements, Life Insurance Settlement Association (LISA)

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