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Monetizing Your Life Insurance Policy with David Rosell | E68

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Manage episode 368132948 series 2838753
Content provided by Eric Mueller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Mueller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

-------------------------------------------------------------------------------------------------------------------------------

-------------------------------------------------------------------------------------------------------------------------------

Subscribe to the show:

• Apple Podcasts

• EricRMueller.com

• Spotify

--- Support this podcast: https://podcasters.spotify.com/pod/show/ericmuellershow/support
  continue reading

90 episodes

Artwork
iconShare
 
Manage episode 368132948 series 2838753
Content provided by Eric Mueller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Mueller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

-------------------------------------------------------------------------------------------------------------------------------

-------------------------------------------------------------------------------------------------------------------------------

Subscribe to the show:

• Apple Podcasts

• EricRMueller.com

• Spotify

--- Support this podcast: https://podcasters.spotify.com/pod/show/ericmuellershow/support
  continue reading

90 episodes

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