In today's episode of The Truly Diversified Show, Ben is joined by Barry Neal, CEO of Life Asset, LLC.

During the conversation, Ben and Barry explore a unique investment strategy that revolves around providing financial solutions to individuals in their final stages of life. This approach offers an alternative to traditional investment avenues, particularly when the market is volatile. The discussion emphasizes how investors can step in to offer much-needed financial relief to those who are no longer able to maintain their long-term commitments.

You'll learn about the ethical and compassionate side of this investment model, addressing some of the common misconceptions about profiting from end-of-life situations. Barry explains how this process can provide a lifeline for individuals who no longer need their financial products, offering them a way to access immediate funds while also ensuring that investors can benefit from a competitive return.

This episode offers a glimpse into the returns and explains how this strategy can be a powerful tool for investors looking for an alternative to traditional market risks.

If you've enjoyed this episode of The Truly Diversified Show, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

• The appeal of life settlements as an investment alternative, especially during market volatility.
• The importance of selecting insurance policies with beneficiaries who have signed off and are in worse than average health, which increases the value of the policy.
• Debunking the common misconception that life settlements involve profiting from someone's death.
• Why selecting policies with higher life expectancy reports offer better value for investors.
• The structure of a typical portfolio, and how different types of policies are bundled to create a balanced product for investors.
• And much more...

Resources:

Connect with Ben on LinkedIn

Life Asset LLC

Life Asset’s Email

Life Asset’s LinkTree

Contact Life Asset at (800) 410-1306

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 affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In this episode of The Truly Diversified Show, Ben peels back the curtain on an often-overlooked aspect of wealth management, urging you to rethink what it really means to be diversified.

While many investors take comfort in familiar financial tools and professional guidance, you'll find a candid examination of whether those trusted sources are truly working in their best interest. It’s a conversation that challenges the conventional wisdom surrounding risk, returns, and the motivations behind the advice many receive.

You're invited to question the standard model of portfolio management, especially when markets dip and explanations sound more like rehearsed excuses than personalized strategies.

Through a blend of real-world examples and industry insights, Ben explores how seemingly tailored financial plans may actually follow a well-worn, one-size-fits-all path—often leaving individual investors exposed when the tides turn. There's an emphasis on understanding the full cost of financial guidance, beyond just the visible fees.

This episode focuses on uncovering lesser-known avenues that offer stability and solid returns without being tied to the whims of Wall Street. If you've enjoyed this episode of The Truly Diversified Show, be sure to leave a review and subscribe today! Enjoy!

In This Episode You'll Learn:

• The lack of accountability for financial advisors during market downturns, and why they can blame external factors like politics or economic changes.
• The hidden fees associated with mutual funds and other investments, such as expense ratios and additional charges.
• How financial advisors handle market downturns, often blaming external factors and encouraging clients to stay invested long-term.
• The three categories of investments: the risk bucket (stock market), the safe money bucket (CDs and annuities), and the alternative investment bucket.
• And much more...

Resources:

Connect with Ben on LinkedIn

Life Asset LLC

Life Asset’s Email

Life Asset’s LinkTree

Contact Life Asset at (800) 410-1306

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 affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In today's episode of The Truly Diversified Show, Ben looks at the turbulence of the current market, discussing the frequent fluctuations caused by political decisions and their impact on everyday investors.

You'll discover the importance of diversifying your investments to avoid being at the mercy of external forces, whether political, economic, or global. While many financial advisors push for traditional market-based strategies, Ben introduces a concept often overlooked: true diversification. This strategy focuses on securing a portion of your assets in places unaffected by the volatility of the market, providing a buffer against unpredictable shifts in policy or economic cycles.

Learn why it's best to avoid common financial traps like high-risk market investments and low-return savings options such as CDs and annuities, which may not outpace inflation. Discover the risks associated with relying solely on these approaches, which often fail to offer competitive returns. Instead, Ben suggests a more nuanced strategy that includes alternative investments, ones that promise competitive returns without the vulnerability to external influences.

This episode teases a deeper exploration into how this investment model works and why it's gaining attention among savvy investors.

If you've enjoyed this episode of The Truly Diversified Show, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

• The impact of political moves on the market, leading to overcorrections and investor uncertainty.
• Why putting all your money in the market can lead to significant losses due to external forces like politics and tariffs.
• The role of inflation in eroding the value of safe investments like CDs and annuities.
• The benefits of life settlements, also known as “compassionate investing,” which offers competitive returns and insulation from market risks.
• And much more...

Resources:

Connect with Ben on LinkedIn

Life Asset LLC

Life Asset’s Email

Life Asset’s LinkTree

Contact Life Asset at (800) 410-1306

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 affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.