105 Turn Your Unneeded Life Insurance Policy Into Serious Cash with David Rosell

Need some money honey? Today we are talking about turning your
unneeded life insurance policy into serious cash. This is cash
that could pay off debt, use towards your retirement, take a
family vacation, or whatever your heart desires! Our guest expert
is David Rosell, founder and president of Rosell Wealth
Management, and author of the new book, “In the Know: Turning
Your Unneeded Life Insurance Policy Into Serious Cash.”


 


You will learn:


reasons as to why you would no longer want or need your life
insurance policy

the options you have when deciding what to do with your life
insurance policy

how to go about selling your life insurance policy



Plus, you’ll get to hear some actual case studies of successful
life settlements! The topic of selling your insurance policy may
or may not apply to you right now in your life, but it could
apply to your parents. Many of you could be responsible for
taking care of your parent’s estates, so you may want to consider
a life insurance settlement as an option for them.


 


David is giving away FREE copies of his book to all my listeners,
so stay tuned to the end of the show! Enjoy!


 


Listen to the Podcast!


http://themidlifemakeovershow.com


 


️ Call the Midlife Hotline!


888-238-2998


 


Work with Wendy!


https://wendyvalentine.com/coaching


 


Connect with David!


Website: http://www.davidrosell.com


Facebook: https://www.facebook.com/RosellWealthManagement


Get a FREE copy of his book! Email David at
david@rosellwealthmanagement.com and request “In the Know:
Turning Your Unneeded Life Insurance Policy Into Serious Cash”


Got questions? Call David at 541-385-8831.


 


Read the Blog!


https://wendyvalentine.com/blog/


 


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All the Midlife Goods!


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Email me!


hello@wendyvalentine.com


 


#lifeinsurance #investments #themidlifemakeovershow #midlife
#midlifewomen #reinventyourself #emptynest #health #forty #fifty
#divorce #fitnessafter50 #fitness #mindset #motivation
#midlifecrisis #midlifeawakening #retirement #relationships
#depression #anxiety #mentalhealth


 


Disclosure: David Rosell is President of Rosell Wealth Management
in Bend. www.RosellWealthManagement.com. He is the author of
three books. Find David's books at local bookstores, Amazon,
Audible as well as Redmond Airport.


Investment advisory services offered through Valmark Advisers,
Inc. an SEC Registered Investment Advisor Securities offered
through Valmark Securities, Inc. Member FINRA, SIPC 130
Springside Drive, Ste 300 Akron, Ohio 44333-2431. (800) 765-5201.
Rosell Wealth Management is a separate entity from Valmark
Securities, Inc. and Valmark Advisers, Inc. Valmark Securities
supervises all life settlements like a security transaction and
its’ registered representatives act as brokers on the transaction
and may receive a fee from the purchaser. Once a policy is
transferred, the policy owner has no control over subsequent
transfers and may be required to disclosure additional
information later. If a continued need for coverage exists, the
policy owner should consider the availability, adequacy and cost
of the comparable coverage. A life settlement transaction may
require an extended period to complete and result in higher costs
and fees due to their complexity. Policy owners considering the
need for cash should consider other less costly alternatives. A
life settlement may affect the insured’s ability to obtain
insurance in the future and the seller’s eligibility for certain
public assistance programs. When an individual decides to sell
their policy, they must provide complete access to their medical
history, and other personal information. Client name has been
changed to protect confidentiality. The gross offer will be
reduced by commissions and expenses related to the sale. Each
client’s experience varies, and there is no guarantee that a life
settlement will generate an offer greater than the current cash
surrender value.