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EP#358 The Life Insurance Dilemma: To Keep, Decrease, Lapse, or Sell?
Episode 358
In this podcast episode, host Rama interviews David Roselle, founder and president of Roselle Wealth Management, about life insurance policies and life settlements. David explains four reasons why someone might no longer want or need their life insurance policy and introduces life settlements as a beneficial but often overlooked option for such individuals. He shares a success story of a client who significantly profited from this option. David emphasizes the importance of life insurance for income replacement but also highlights the potential benefits of selling a policy that is no longer needed.
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Published on 2 years, 2 months ago