Most people don't realize their life insurance policy is an asset they can sell. Rob Haynie explains how seniors and business owners can tap hidden value in term and whole life policies. From cash surrender options to retained death benefits, he shares insider knowledge on how life settlements work, the 90-day process, and why fiduciary duty and transparency matter.

Key Takeaways To Listen For

• Why policy conversion before age 70 can create settlement opportunities
• The little-known option to convert term policies and then sell them
• How life settlements can turn policies from "expenses" into investments
• What the 90-day settlement process actually looks like, step by step
• Secondary vs. tertiary markets: how policies are valued, bundled, and resold

Resources/Links Mentioned In This Episode

• Abacus Life
• Coventry Direct
• The Art Of War by Sun Tzu | Paperback and Hardcover
• Book: The Confidence Game by Maria Konnikova | Kindle and Paperback

About Rob Haynie
Rob Haynie is the Managing Director of Life Insurance Settlements, Inc., one of the oldest and most established life settlement brokerage firms in the United States. With more than 20 years of experience in the life insurance secondary market, Rob has helped thousands of policyholders and financial professionals unlock the hidden value of life insurance policies through life settlements. He frequently speaks at industry conferences and has been featured in major financial publications for his expertise in providing policy owners with alternatives to lapsing or surrendering their policies.

Connect with Rob

• Website: Life Insurance Settlements
• LinkedIn: Rob Haynie
• Phone: 954-599-4433
• Email: rob@lisettlements.com

Connect With Us
If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

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