How To Turn Your Unneeded Life Insurance Policy Into Cash with David Rosell

Design your legacy with confidence today at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - 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 legacy in feathering your nest and dreams? In this week’s episode, Angelina Carleton speaks with David Rosell, Founder of Rosell Wealth Management, about the first ever book written on life settlements! David shares 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. Tune in now and learn how this can be a lifeline in your holistic legacy planning to receive the cash on hand. Get your autographed copy today at www.RosellWealthManagement.com. - 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. He has been featured on 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. David was the first Oregon wealth manager to offer life settlement. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital #financialcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.