On October 11, Lisa Rehburg will be presenting a one-hour CE entitled “Life Insurance Settlements: Benefitting Your Client and You.” Many times when speaking with advisors, they feel as if the only way clients can sell their life insurance policy is if they are extremely ill. As one advisor put it, my client would need to have one foot in the grave and one foot on a banana peel, right? Nothing could be further from the truth.
DATE AND TIME
DAY: Tuesday
DATE: October 11
TIME: 12:00 pm – 1:15 pm
CE INFO
COURSE NAME: Life Insurance Settlements: Benefitting Your Client and You
COURSE NUMBER: 130281
PROVIDER NAME: TAHU
PROVIDER NUMBER: 32408
CE CREDITS: 1 Hour
INSTRUCTOR: Lisa Rehburg
REGISTRATION AND PAYMENT
This session is FREE for TAHU members and $20 for non-members.
FROM THE SPEAKER
Here is our latest article for Think Advisor, where we highlight a few life settlements that, on the surface seem unlikely, but they worked:
Young, Healthy Insureds in Life Settlement Cases the Worked
We’re here to help. As life insurance settlements brokers, our fiduciary duty is to market your client’s policy to obtain the highest amount for it that we can. Please feel free to contact us with any questions, if you would like more information, or to discuss any of your clients’ circumstances.
SPEAKER INFO
Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker. Ms. Rehburg is passionate about assisting financial, insurance, legal and non-profit professionals to help their clients benefit from their unwanted or unneeded life insurance policies.
Lisa has been in the health and life insurance industries for over 30 years. She has presented to hundreds of organizations, including various Financial Planning Associations, Fiduciary Associations, Estate Planning Councils, Planned Giving Roundtables, NAPFA, NAIFA and Health Underwriters Associations, to raise the visibility of life insurance settlements as an option for clients, when appropriate.
She has held executive roles at carriers, general agencies and TPAs. She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development. She can be reached at (714) 349-7981, [email protected] or www.rehburglifesettlements.com.