Is investing in life settlements really “too good to be true”?

In this episode of Truly Diversified, retirement strategist Ben Mohr tackles the #1 question skeptics ask: how is this even legal, and why haven’t I heard of it before? He breaks down exactly how life settlements work, why premiums drive policyholders to sell, and how average investors can now access a strategy once reserved for the ultra-wealthy.

Ben also explains the landmark Supreme Court ruling that makes it possible, the guardrails that protect investors, and why diversification across multiple policies is the real key to returns. If you’ve ever dismissed life settlements as a scam or myth, this episode will change how you see alternative investing forever.

Press play now to hear why life settlements aren’t “too good to be true” and how this overlooked strategy could change the way you think about investing.

• Supreme Court case Grigsby v. Russell (1911)
• Study by the London School of Business on life settlement returns
• Educational brochures, eBook, and webinar via Life Asset’s LinkTree
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• Book a call to speak with Ben: https://rebrand.ly/life-asset-consult
• Watch our webinar (no opt-in): https://rebrand.ly/ben-mohr-56b45e
• Grab our ebook here (no opt-in): https://rebrand.ly/life-asset-ebook
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Truly Diversified is an original podcast brought to you by Ben Mohr and Podcast Your Brand. Production and editing by Podcast Your Brand.

How do you really know if a life settlement is a solid investment… or a ticking time bomb?

In this episode of Truly Diversified, retirement strategist Ben Mohr pulls back the curtain on one of the most misunderstood parts of life settlements: life expectancy reports. These detailed medical reviews are the backbone of every policy purchase, yet most investors have no idea how they work or why they matter so much.

Ben walks you through the science, the screening, and the surprising insights that determine whether a policy makes the cut. If you’ve ever wondered how professionals forecast outcomes with such precision, this is the episode you cannot miss.

Listen now to avoid costly mistakes, gain insider knowledge, and discover the exclusive process the ultra-wealthy have relied on for decades but almost nobody talks about.

• Educational brochures, eBook, and webinar via Life Asset’s LinkTree

• Book a call to speak with Ben: https://rebrand.ly/life-asset-consult
• Watch our webinar (no opt-in): https://rebrand.ly/ben-mohr-56b45e
• Grab our ebook here (no opt-in): https://rebrand.ly/life-asset-ebook

Truly Diversified is an original podcast brought to you by Ben Mohr and Podcast Your Brand. Production and editing by Podcast Your Brand.

In today's episode of The Truly Diversified Show, Ben is joined by Kimberly Ann Flynn, President of XA Investments, to discuss a timely and often misunderstood corner of the financial world: hedge funds.

You'll learn how hedge funds have evolved over the years, and why they are becoming more accessible to a wider range of investors. Hear about a foundational understanding of their purpose, providing potential for higher returns while managing risk, as well as how they fit into the broader spectrum of alternative investments.

Ben and Kimberly also explore recent regulatory changes that could open the door for average investors to access strategies that were once reserved for large institutions. This shift in the retirement planning landscape leads to a vital question: is giving more people access a positive step toward true diversification, or does it introduce unnecessary risk? Learn the potential benefits against the criticisms, as well as how these new opportunities might impact 401(k)s, long-term savings, and retirement planning strategies in the years ahead.

With practical insights from Kimberly’s work at XA Investments, this episode provides a clearer picture of how these strategies could fit into your own financial journey, as well as the mindset shifts required to approach them wisely.

Want to know if hedge funds deserve a spot in your portfolio? Tune in for a clear look at the risks and rewards. If you've enjoyed this episode of The Truly Diversified Show, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

• The various strategies used by hedge funds, including equity and credit-focused hedge funds, which aim to deliver more return with less risk.

• How the SEC and the Trump administration have made it easier for Americans to invest in private equity and other alternatives through retirement accounts.

• The need for the industry to invest in technology to incorporate alternative investments into 401(k) plans.

• The importance of financial advisors, wealth managers, and tax planners in guiding investors through complex financial products.

• And much more...

Guest Bio:

Kimberly Ann Flynn is President and Partner at XA Investments, where she leads product and business development, overseeing the firm’s proprietary fund platform and consulting practice. A recognized expert in closed-end fund product development, she frequently speaks at industry events and contributes to media on topics including interval funds and alternative investments. Previously, she was Senior Vice President and Head of Product Development for Nuveen Investments’ Global Structured Products Group, where she launched over 40 closed-end funds and helped raise \$13 billion in capital. Kim began her career in Morgan Stanley’s Investment Banking Division before earning her MBA from Harvard Business School as a William J. Carey scholar. She holds the CFA designation and is active in several professional and nonprofit leadership roles.

Resources:

Kimberly's LinkedIn

XA Investments

Life Asset, LLC

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Truly Diversified Show or its...