『Unlocking the Hidden Value of Your Life Insurance』のカバーアート

Unlocking the Hidden Value of Your Life Insurance

Unlocking the Hidden Value of Your Life Insurance

著者： Mark Mrky and Rob Haynie
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 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 個人ファイナンス 経済学
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  • The Evolution of Life Settlements with Matthew Ganovsky (Ep. 13)

    The Evolution of Life Settlements with Matthew Ganovsky (Ep. 13)
    2025/12/16
    Many people reach a point when their life insurance no longer aligns with their financial outlook. Knowing what choices exist can shape long-term stability. How do you approach a major policy decision with confidence? How do you uncover options that may add meaningful value to retirement planning? In this episode, Mark Mrky and Rob Haynie …

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    40 分
  • Long-Term Care Funding with Chris Orestis: The Overlooked Power of Life Settlements (Ep. 12)

    Long-Term Care Funding with Chris Orestis: The Overlooked Power of Life Settlements (Ep. 12)
    2025/06/20
    What if the life insurance policy your client no longer wants could become the key to paying for long-term care? In this powerful episode, hosts Mark Mrky and Rob Haynie welcome Retirement Genius Chris Orestis, CSA, Founder and President of Retirement Genius, to unpack the often-overlooked strategy of life settlements—transforming underused life insurance policies into …

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    45 分
  • Transforming Life Insurance into Retirement Assets with Steven Zeiger (Ep.11)

    Transforming Life Insurance into Retirement Assets with Steven Zeiger (Ep.11)
    2025/02/07
    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 分
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