10 episodes

Welcome to Unlocking the Hidden Value of Your Life Insurance with Mark Mrky and Rob Haynie from Life Insurance Settlements. This show is designed to help retirees and their advisors understand the basics of a life settlement. In this podcast, we show you how to get more from the sale of your life insurance policy versus lapse or surrender and how using life settlements can increase assets under management. Mark and Rob ignite conversations on how to look for opportunities and navigate the life settlement process, so you and your clients can enjoy a comfortable retirement.

Unlocking the Hidden Value of Your Life Insurance Mark Mrky and Rob Haynie

    • Business
    • 5.0 • 1 Rating

Welcome to Unlocking the Hidden Value of Your Life Insurance with Mark Mrky and Rob Haynie from Life Insurance Settlements. This show is designed to help retirees and their advisors understand the basics of a life settlement. In this podcast, we show you how to get more from the sale of your life insurance policy versus lapse or surrender and how using life settlements can increase assets under management. Mark and Rob ignite conversations on how to look for opportunities and navigate the life settlement process, so you and your clients can enjoy a comfortable retirement.

    Analyzing Life Settlements from the Buyer’s and Investor’s Perspective with Jose Garcia (Ep. 9)

    Analyzing Life Settlements from the Buyer’s and Investor’s Perspective with Jose Garcia (Ep. 9)

    Life settlements represent a unique facet of the financial world, offering a secondary market for life insurance policies that benefit both policy sellers and institutional investors.  After selling these policies, some sellers may be concerned about their use.  This week, we want to address these concerns! In this episode, Mark Mrky and Rob Haynie sit … Read More Read More

    • 50 min
    The Secrets of Life Expectancy Underwriting for Life Settlements with Vincent Granieri (Ep. 8)

    The Secrets of Life Expectancy Underwriting for Life Settlements with Vincent Granieri (Ep. 8)

    Life expectancy is a crucial factor in many aspects of life, such as retirement planning, life insurance, and health care. But it is also a huge component when selling your life insurance policy! However, estimating how long someone will live is not an easy task, as it depends on various factors, such as medical history, … Read More Read More

    • 41 min
    Life Settlements vs. The Life Insurance Industry – Part 2 with Alan H. Buerger (Ep. 7)

    Life Settlements vs. The Life Insurance Industry – Part 2 with Alan H. Buerger (Ep. 7)

    Many people buy life insurance policies without fully understanding their options, benefits, and risks. Life settlements are an alternative option that can help policy owners unlock the hidden value of their life insurance policies and use them for their own needs. However, life settlements are not widely known or understood by the public, and they … Read More Read More

    • 38 min
    A Journey Through Life Settlements – Part 1 with Alan H. Buerger (Ep. 6)

    A Journey Through Life Settlements – Part 1 with Alan H. Buerger (Ep. 6)

    Life insurance is a valuable asset that can provide financial security for your loved ones.  But what if you no longer need or want your policy? Have you heard of life settlements? Wondering how it can help you free up money for your retirement, health care, or other needs? In this episode, Mark Mrky and … Read More Read More

    • 21 min
    Life Settlements: The Buyer’s Perspective with Richard Beleutz (Ep. 5)

    Life Settlements: The Buyer’s Perspective with Richard Beleutz (Ep. 5)

    By now, you have heard Mark Mrky and Rob Haynie talk about how beneficial the life settlement option can be for you and/or your clients. But who’s really buying these policies? What are investors aiming for?  Ready to learn more? In this episode, Mark and Rob sit down with Richard Beleutz, the founder and chief … Read More Read More

    • 31 min
    Advisors, Here’s What You Need To Know About The Life Insurance Settlement Association (LISA) with Bryan Nicholson (Ep. 4)

    Advisors, Here’s What You Need To Know About The Life Insurance Settlement Association (LISA) with Bryan Nicholson (Ep. 4)

    There’s a lot of information about the life settlement industry, making it tough for individuals and financial advisors to make the most out of it. Luckily, you are about to explore the strategies you need to use life settlements to your advantage. In this episode, Mark Mrky and Rob Haynie chat with Bryan Nicholson, the … Read More Read More

    • 34 min

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