Is your life insurance still serving its vital purpose? Or has that objective come and gone, leaving you with an unnecessary expense?
If you've been thinking about walking away or surrendering your policy, we've got news for you. There's another option that most financial advisors don't even know about. You may be able to sell your policy to a third party for a whole lot more than its cash surrender value. That's right. That unneeded insurance policy is actually an asset that can be worth significant money when offered to the right people in the right way. In the Know spells out how these life settlements work, who's eligible, and how to choose a professional with the necessary expertise to work with.
This could be your chance of a lifetime. If you're still paying for a life insurance policy you no longer need or want, you owe it to yourself to check out this opportunity.
You'd rather watch paint dry than read about potentially profiting from your life insurance policy? Think again. This story-driven book is actually fun to read.
David's inspiration and zest for life have been shaped by a lifetime of international adventures. To date, he has spent a month in more than 75 countries on six different continents.
David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, Oregon. 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. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable(R) and Vistage Worldwide.
David is the host of the podcast Recession-Proof Your Retirement and author of two other entertaining books which meld his passions of adventure and finance: Failure Is NOT an Option: Creating Certainty in the Uncertainty of Retirement and Keep Climbing: A Millennial's Guide to Financial Planning. He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance, and NPR.
His life in Bend, Oregon and Jackson, Wyoming is constantly inspired by his two children Sophie and Jack, who are becoming seasoned travelers themselves. When he's not working or parenting, David indulges in writing from his motorhome named Bennie, downhill skiing, mountain biking, and paddleboarding as well as traveling with his partner, Heather.
David was the first Oregon professional licensed to offer life settlements.
