Most people think their life insurance policy falls into one of three categories: lapse, surrender or finish it out to the end. But that’s not the full picture! Even if you’ve never heard of life settlements or think you or your loved one may not qualify, US Supreme Court Justice Oliver Wendell Holmes, Jr. changed all of that in 1911! Who knows, you might be the next beneficiary as life settlements grew by 11% in 2020, but you have to be patient for 5-6 months and learn the 5-step process to competitively sell your policy if you no longer need it. How could a life settlement support your holistic legacy plans in feathering your nest and dreams?
In this video version of our podcast episode, hostess Angelina Carleton speaks with David Rosell, Founder of Rosell Wealth Management, about the first ever book written on life settlements. David shares hidden secrets about life settlements from his newest book: "In The Know: Turning Your Unneeded Life Insurance Policy Into Serious Cash”. You’ll learn about a policyholder’s right of assignment and the prerequisites. Learn how this can be a lifeline in your holistic legacy planning to receive cash on hand ... tune in now.
Get your autographed copy today by reaching out to David at RosellWealthManagement.com.
-
David Rosell is the Founder and President of Rosell Wealth Management, an entrepreneurial firm located in Bend, Oregon (USA). For more than 20 years, he has specialized in working with affluent individuals and families who are at or near retirement, helping them live the life they have always imagined. As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. As a public speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable and Vistage Worldwide. He has been featured in CNN Money, NBC News, Fox Business, MSN Money, and NPR, and in the Chicago Tribune, U.S. News & World Report, The New York Daily News, and Yahoo Finance. Mr. Rosell was and is the first Oregon wealth manager to offer life settlements.
-
#designurlegacy #legacy #lifesettlements #legacyplanning
There is a white space between financial planning and estate law where a professional, seasoned coach can expand the conversation for and around your legacy. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our framework, fulfillment and progress follow. Since 2014, Angelina has advised individuals in over 1,000 sessions with their holistic legacy planning.
To book your first consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com.
►Where to follow and listen to Angelina:
Twitter: / designurlegacy
LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning
Apple podcasts: https://bit.ly/design-your-legacy-pod...
Facebook: / designurlegacy
----
Thank you for watching this video—Please Share it.
► Subscribe to My Channel: /@Your-Legacy
--
Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all stages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. Email for inquiries: [email protected].
-
#HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip
-
PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books
SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/onli...
SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS:
https://www.angelinacarleton.com/retr...
SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/
DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.
Информация по комментариям в разработке