How Life Settlements Can Fund Your Legacy with Rob Haynie
Design Your Legacy - Life Lessons - A podcast by Angelina Carleton

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Unsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get immediate access by subscribing to our website, www.designurlegacy.com, and tuning into our great podcast episodes! - What if you own your life insurance policy the same way you own your own home? What if your life insurance policy could fund your holistic legacy vision? Less than 10% of insurance brokers know about this niche and many life insurance companies prohibit discussions about this topic. Yet, 90-95% of life insurance policies will either lapse or get surrendered at the tune of $112B. To make matters more interesting, most accountants classify a life insurance policy as an expense because you have to write a check once a month. Never mind that life insurance companies are now financial services companies when you watch any golf tournament these days. In this episode, hostess Angelina Carleton speaks with Rob Haynie who has been named as one of the top 10 most influential people in the life settlement industry worldwide. From his 31 years in the business, Rob reveals how your life insurance policies is its own asset class with more stability that you realize. Learn how to pay the minimum, if need be, compared to the premium and how a life settlement can allow you to age in place, buy that expensive car, pay for education of loved ones, take those overseas vacations or fly your extended family in for a reunion. Tune in and get actionable steps to reflect on what it is you do own and what those assets should be doing for your wishes and legacy vision!- Did you know you could sell an unwanted, unneeded or unaffordable life insurance policy for cash? LIFE SETTLEMENTS help people liquidate their existing life insurance policies instead of surrendering or lapsing them for less money. It's essentially a free, non-binding appraisal that helps discover the true value of each life insurance policy. Learn more about Rob Hayne at his Forbes page: https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f - At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance. Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today, and pass on with purpose tomorrow. Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now. - Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. https://www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.