Did you know that 90% of life insurance policies lapse or are surrendered, leaving untapped value behind? In this episode, discover how life settlements can unlock hidden wealth.

Episode Overview

In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Adam Lippman, Executive Vice President of Sales and Marketing Operations at Lighthouse Life and Director of Consumer Insights for Harbor Life Settlements. With over 20 years in the life settlement industry, Adam shares insights into how policyholders can maximize the value of their life insurance policies on the secondary market.

Key Takeaways

→ Life settlements explained: selling policies for more than their surrender value.

→ Understanding policy underwriting and health projections.

→ Regulatory protections and ensuring ethical transactions.

→ Leveraging AI to streamline the life settlement process.

→ How to find a reputable buyer and avoid common mistakes.

More from Adam Lippman

"Most people don't know they can sell their life insurance policies. It's a hidden opportunity."

"Life insurance is often the second-largest asset people own after their home, yet it's rarely utilized effectively."

Guest Bio

Adam Lippman is a seasoned founder and executive in the life settlement industry, having facilitated over 1,000 transactions with a combined face value of more than $1 billion. He is passionate about educating consumers and advisors on maximizing policy value.

Connect with Adam:

Harbor Life Settlements

https://www.lighthouselife.com/company/

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