Unlocking the Hidden Value of Your Life Insurance

By: Mark Mrky and Rob Haynie
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  • Summary

  • 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.
    Copyright © Unlocking the Hidden Value of Your Life Insurance
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Economics Personal Finance
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Episodes
  • Transforming Life Insurance into Retirement Assets with Steven Zeiger (Ep.11)

    Transforming Life Insurance into Retirement Assets with Steven Zeiger (Ep.11)
    Feb 7 2025
    What happens when a life insurance policy doesn’t perform as expected? In this episode, Mark Mrky and Rob Haynie chat with Steven Zeiger, from KB Financial, about the often-misunderstood world of life insurance costs and performance evaluations. Steven, known for his independent research and advisory services, offers a fresh perspective on how to assess the …

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    51 mins
  • Exploring Life Settlements as a Strategic Exit for Policyholders with Elan Moas (Ep. 10)

    Exploring Life Settlements as a Strategic Exit for Policyholders with Elan Moas (Ep. 10)
    Nov 20 2024
    Life settlements are transforming the financial landscape for retirees, offering a strategic option to unlock hidden value from life insurance policies that might otherwise lapse. Yet, many policyholders remain unaware of this powerful alternative—or hesitant about taking the leap. If you’re looking for ways to turn an underperforming policy into a valuable asset, this insight …

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    44 mins
  • 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)
    May 2 2024
    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 …

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    50 mins

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