Chapter Meetings



Life Insurance Settlements: Benefitting Your Client…and You!


 

Presented by Lisa Rehburg, Rehburg Life Insurance Settlements

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https://financialplanningassociation-org.zoom.us/j/94281128254?pwd=T1ZmKyt6VnZLK1RsQmRacU9UWEtqZz09

Meeting ID: 942 8112 8254
Passcode: 151101
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Meeting ID: 942 8112 8254
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Presentation Outline:
1.  Introduction, Definition and History
a.      History and Statistics of the Life Insurance Market
b.     What is a Life Insurance Settlement?
c.      History of Life Insurance Settlements
2.   How Do They Benefit Clients?
a.       Common Reasons a Client Would Sell Their Policy
b.     Types of Policies That Can Be Sold
c.      How Clients Can Use The Proceeds
3.   The Process of Selling
a.      Who Are The Investor Groups
b.     Delivering Significantly Greater Value Than Surrendering a Policy
c.      Wharton Business School and Other Studies
d.     How Much is a Policy Worth?
e.     The Process
f.       Transparency
g.      Downsides
4.    Myths of Life Insurance Settlements – Debunked!
a.       8 Myths of Life Insurance Settlements
5.   How Life Insurance Settlements Benefit the Financial Advisor
a.      The Big Picture – or – WIIFY?
b.     How to Talk With Clients About Selling Their Policy

 

  Wednesday, January 13th, 2021

Location: Via Zoom
1
Hr of CFP CE Credits for FPA/CFA Members  
This is a free event. Members, Nonmembers and Guests are welcome     

Meeting Time: 8:00 AM – 9:00 AM 

RSVP  to Gerry Oldenski by Monday,
January 11, 2021 at  
 

About the Speaker:

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 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 or [email protected] or www.rehburglifesettlements.com.

 

2021 Programs – Upcoming Meetings

 

Mark Your Calendars
Location: TBD

 

Date: February 10, 2021
Understanding Medicare

 

Date: March 10, 2021
Donor Advised Funds (DAFs)

 

Date: April 14, 2021
The Power of Charitable Planning

 

Date: May 12, 2021
Tax Uncertainty and Retirement Savings Diversification


If you have any ideas for topics or speakers, please contact