Ep 158: "Learning the secrets of Life Settlements"

Money & You with Michelle Perkins

Host Michelle Perkins and guest Rob Haynie discuss the life settlement industry, where
individuals can sell their life insurance policies for cash. Haynie, with 31 years of experience in
the industry, highlighted the benefits and opportunities in this market, emphasizing the
importance of understanding the value of life insurance policies and exploring options for
financial planning. The conversation covered various aspects of life settlements, including the
potential for selling term policies, the risks involved, and the need for proper education and
planning. He also mentioned efforts to create a senior health planning account to help
individuals fund long-term care expenses. The discussion provided valuable insights into a
lesser-known financial opportunity and underscored the significance of financial literacy and
proactive financial decision-making. The episode aimed to empower listeners to enhance their
financial knowledge and make informed choices for their financial well-being.
00:05 - Transform your financial life
05:56 - Expanding life settlement marketplace
13:45 - Understanding life expectancy investments
27:41 - Unveiling life insurance secrets
36:53 - Navigating insurance policy options
42:04 - Future of senior health planning
49:07 - Empowering financial knowledge
Loving Request: Please share this podcast with others who can benefit from gaining financial
freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living
and take control of your finances… Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-
itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life email community for valuable, usable content and to
learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will
empower your mindset and financial mastery by “dating your money.” Until you understand how
YOU relate to money and what you believe about money, nothing will change. Once you begin
to get to know yourself with money, learn the fundamentals of money management, and operate
in a new way with money, everything will open up.
Join my signature “Your MoneyDate™” program and I’ll help you make the shift.
https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn:
https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife