How Life Settlements Can Fund Your Legacy with Rob Haynie episode artwork

EPISODE · Nov 8, 2024 · 37 MIN

How Life Settlements Can Fund Your Legacy with Rob Haynie

from Design Your Legacy - Life Lessons · host Angelina Carleton

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.

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.

NOW PLAYING

How Life Settlements Can Fund Your Legacy with Rob Haynie

0:00 37:17

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Big Old Life: Heather Blackbird interviews people on planet earth. Heather Blackbird loves asking questions. This podcast is a learning experience. Join me, Heather Blackbird, as I talk to people about their lives. Frequency of new episodes is a little all over the place and I'm learning as I go. Big Old Life is a small way of talking about the vastness of life, one person at a time. If you are reading this or found this podcast it's probably because someone you know gave you a link to it. :) Explicit Tales Of A Superstar DJ The Insomniac Spun seemingly out of nowhere from her complacent life in the corporate world, turned seemingly overnight from 16-Hour shift work and into the life of a literally starving artist and working musician, The Protagonist navigates her supposed rise to fame and superstardom on a journey through spiritual awakening, coming-of-age, and intimate self-realization--guided by an omnipresent force and equipped with the power of love, magic, and music. {Enter The Multiverse.} [The Festival Project] The Festival Project, Inc.™ is a multidimensional multimedia platform which encompasses exploratory and artistic social personifications and expressions on cosmic theory, spirituality, growth, health & wellness, philosophy and theoretic dynamics in entertainment such as music, design, film, television, radio, dance and festival culture, art, fashion, literature, and science. The Festival Project™ and its subsidiary Non-Profit, The Collective Complex © aims to challenge modern artistic and philosop Explicit Bitcoin Is Dead Trey Carson Welcome to Bitcoin is Dead, the ultimate Bitcoin variety show where host Trey takes you on a journey through the ever-evolving world of Bitcoin. Each episode brings new personalities, fascinating locations, and insightful conversations with politicians, educators, and innovators shaping the future of Bitcoin. Whether you're a seasoned Bitcoiner or just starting your journey, tune in for thought-provoking discussions, unique perspectives, and a deep dive into the ideas and people driving the Bitcoin revolution. Explicit The Sacred +Profane Podcast nephtaragrace The Sacred + Profane Podcast is a provocative conversation dedicated to cementing a better future for all. We specialize in unpacking the nuances of what is considered sacred and profane, particularly focusing on sex, death, and all that pertains to the circle of life. Our aim in focusing on such ”taboo” subject matter is to demystify what is unconscious, bring to light what has been known for centuries as ”the occult,” and empower the rapid transformation that is occurring on the Planet. Explicit

Frequently Asked Questions

How long is this episode of Design Your Legacy - Life Lessons?

This episode is 37 minutes long.

When was this Design Your Legacy - Life Lessons episode published?

This episode was published on November 8, 2024.

What is this episode about?

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...

Can I download this Design Your Legacy - Life Lessons episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!