Monetizing Your Life Insurance Policy With David Rosell

Monetizing Your Life Insurance Policy with David Rosell | E68

1+ y ago 41:47

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I’m welcoming back the first guest to share his Success Portfolio on The Eric Mueller Show. David Rosell initially appeared on episode 45 to share how failure is not an option regarding retirement, and he motivated us to do ordinary things extraordinarily well. Today, we’ll explore the novel idea of turning your unwanted life insurance policy into serious cash.

Highlights of the episode:

• 90% of life insurance policies never pay a death benefit

• How to know when to sell your life insurance policy

• Your life insurance policy is a capital asset

• Life settlement vs cash surrender values

Additional resources:

• In the Know: Turning Your Unneeded Life Insurance Policy Into Serious Cash by David Rosell

• Failure is Not an Option by David Rosell

• Keep Climbing: A Millennial’s Guide to Financial Planning by David Rosell

• RosellWealthManagement.com

• DavidRosell.com

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