Resource Spotlight | Navigating Life Insurance: Key Questions to Ask ft. Lisa Rehburg of Rehburg Life Insurance Settlements

Navigating Life Insurance: Key Questions to Ask

In this episode, Lisa Rehberg from Rehberg Life Insurance Settlements discusses the significance of life insurance settlements, particularly for individuals in the Parkinson's community. She explains how life settlements work, the importance of understanding life insurance policies, and the key questions clients should ask their insurance agents. Lisa emphasizes the need for greater awareness of life settlements as a viable option for funding care needs and improving quality of life for seniors.

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Highlights

00:00 | Introduction to Life Insurance Settlements
02:51 |Understanding Life Settlements and Their Importance
06:09 | Key Questions for Life Insurance Policies
09:05 | The Role of Life Settlements in Parkinson's Care

Takeaways

• Life settlements allow seniors to sell their life insurance for cash.
• Many seniors are unaware of life settlements as an option.
• Key questions include whether a policy is convertible.
• Accelerated death benefits can provide immediate funds.
• Life settlements can help fund care for Parkinson's patients.
• Understanding insurance policies is crucial for financial planning.
• Visibility of life settlements is essential for those in need.
• Clients often feel relieved when they sell their policies.
• Life insurance can be repurposed for better living conditions.
• Personal connections drive passion for helping others.
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About Lisa Rehburg

For more than 30 years, Lisa Rehburg has been working with insurance brokers, financial advisors, and clients in the health and life insurance industries. She has held executive roles at carriers, general agencies, and third-party administrators (TPAs).

Ms. Rehburg is energized by helping financial professionals, non-profit organizations, health care professionals and their clients benefit from unwanted or unneeded life insurance policies. With more than 500,000 seniors a year walking away from their life insurance policies, she believes passionately in educating clients and their advisors about the value a life insurance settlement can bring.

She has been a featured speaker at various organizations including NAIFA, Health Underwriters, Women in Insurance and Finance, Financial Planning Associations, NAPFA, Charitable Gift Planners, the Aging Life Care Association, Knowledgeable Aging, the Parkinson’s Resource Organization, Alzheimer’s Association, various Fiduciary Associations, Estate Planning Councils, Aging in Place Councils, as well as many meetings sponsored by financial, healthcare, legal and insurance professionals for their clients.  

She is a regular contributor to California Broker magazine, including her articles, "8 Myths of Life Insurance Settlements - Debunked!", "Life Insurance Settlements and Real Estate - More Similar than you know", and "Life Insurance Settlements: Benefitting Your Client...and You!  Real Life Client Examples".   Planned Giving Today Magazine published her article, “Never Surrender If You Can Settle Instead".    

She also has written several articles for Think Advisor and has been a featured blogger for many insurance and financial professional websites, such as the Palm Desert Law Group, Palm Desert Chamber of Commerce, National Aging in Place Council, Aging Life Care Association, and a special guest on various podcasts and webcasts, including Boomers Today.  She has appeared on KMIR's Desert Living Show.

Ms. Rehburg obtained her Bachelor of Arts Degree in Finance from California State University, Fullerton. She also holds a Master of Arts Degree in Organizational Development from the University of San Francisco.

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