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!

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A Life Settlement is the act of selling a life insurance policy and is so powerful that a single sale can bring more than six times the cash surrender value (CSV), allow you to dream again, and develop your legacy vision. So what makes a third party company, known as a LS provider, want to exchange your life policy for a lump sum cash payment? The path to enjoying your retirement isn’t just about minimizing expenses – it’s about worrying less, learning more, and making the best choices. So what if your neighbor cashed in?

Today’s episode pulls back the curtain on the fascinating world of life settlements. Hostess Angelina Carleton and guest Rob Haynie explore how life settlements began about a century ago with a US Supreme Court case unexpectedly shaping the insurance industry, why policy holders are beginning to explore this growing trend given the nod from FINRA and what truly makes life settlements a life changer at the number of $842M in 2023 in what consumers received. Along the way, Rob shares his personal legacy thoughts —and whether holding into a settlement is worth it. Listen in for a compelling look at how life settlements are great planning for your legacy future.

Learn more about Rob Haynie at https://councils.forbes.com/profile/Rob-Haynie-Managing-Director-Life-Insurance-Settlements-Inc/0b363e3e-46db-4405-89dd-6ad2e614862f. 

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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.

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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-card!

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.