Helping Your Client Benefit From Their Unneeded or Unaffordable Life Insurance Policy

Cost: $50 PFAC Member – $70 Non-Member

Speaker: Lisa Rehburg

CEU Awarded: 1.0 Estate

Presented Date: 6/22/2021


About the Course

According to the Insurance Studies Institute, more than 500,000 seniors lapse their life insurance policies annually, while only 1250 take advantage of a life insurance settlement. Yet about 90% of seniors report that they would have considered a life insurance settlement if they had been made aware of the option. Learn more about that option for your clients.

Lisa Rehburg

For more than 30 years, Lisa Rehburg has been working with insurance brokers, financial advisors and clients in the health and life insurance industries. She has held executive roles at carriers, general agencies, and third-party administrators (TPAs). Ms. Rehburg is energized by helping financial professionals, non-profit organizations, health care professionals and their clients benefit from unwanted or unneeded life insurance policies. With more than 500,000 seniors a year walking away from their life insurance policies, she believes passionately in educating clients and their advisors about the value a life insurance settlement can bring. She has been a featured speaker at various organizations including NAIFA, Health Underwriters, Women in Insurance and Finance, Financial Planning Associations, NAPFA, Charitable Gift Planners, the Aging Life Care Association, Knowledgeable Aging, the Parkinson’s Resource Organization, Alzheimer’s Association, various Fiduciary Associations, Estate Planning Councils, Aging in Place Councils, as well as many meetings sponsored by financial, healthcare, legal and insurance professionals for their clients. Her articles, “8 Myths of Life Insurance Settlements – Debunked!”, and “Life Insurance Settlements and Real Estate – More Similar than you know” have been published in recent issues of California Broker Magazine. Planned Giving Today Magazine published her article, “Never Surrender If You Can Settle Instead” in their April 2019 edition. She also has written several articles for Think Advisor and has been a featured blogger for many insurance and financial professional websites, such as the Palm Desert Law Group, Palm Desert Chamber of Commerce, National Aging in Place Council, Aging Life Care Association, and a special guest on various podcasts and webcasts. She has appeared on KMIR’s Desert Living Show.