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Content provided by Ryan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Smith 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://ppacc.player.fm/legal.
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Life Settlements Explained with Philip Giordano | Ep. 12 | My SBA Loan Pro Podcast
Manage episode 475631878 series 2518941
Content provided by Ryan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Smith 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://ppacc.player.fm/legal.
Unlock the hidden value in your life insurance policy! In this episode, Phil dives into the world of life settlements—what they are, who qualifies, and when selling your policy could be a smart move. Hear real stories of clients who received far more than their cash surrender value and discover the key signs that it might be time to explore your options. Whether you're a senior, a business owner, or a financial advisor, this is essential viewing for anyone looking to make the most of their life insurance.
If you liked this content, let's connect on social media:
Instagram: https://instagram.com/mysbapro
Twitter: https://twitter.com/mysbapro
LinkedIn: https://linkedin.com/in/ryanpatryck
Chapters:
0:00 – Introduction to Life Settlements
0:30 – How Phil Entered the Life Settlement Industry
2:40 – What Is a Life Settlement?
4:13 – When Should You Consider a Life Settlement?
7:18 – Term vs. Universal vs. Whole Life Policies
10:05 – Ideal Age & Health for a Life Settlement
12:21 – Real Client Examples: How Much Cash They Received
16:32 – Pitfalls to Avoid
20:02 – How Life Settlement Buyers Determine Value
24:49 – Why Many Financial Advisors Don’t Know About Life Settlements
28:03 – Tax Implications of Selling Your Policy
32:15 – Common Uses for Life Settlement Cash
36:40 – How to Get Your Policy Evaluated
40:50 – Debunking Whole Life Insurance Myths
45:00 – Final Takeaways & Next Steps
More Subject Matter Experts Playlist
https://youtube.com/playlist?list=PL1v-z-ZlTQ4FuSfq8GRuV9jJY3dd5vw9p&si=04XGGOYICU8pngKN
More ThinkSBA Resources
https://calendly.com/thinksba - Schedule Call
https://g.page/thinksba - Google Business Page & Reviews
https://thinksba.com/faq - Frequently Asked Questions
https://mysbaloanpro.com - My SBA Loan Pro Podcast
http://youtube.com/@thinksba - YouTube Channel
66 episodes
Share
Manage episode 475631878 series 2518941
Content provided by Ryan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Smith 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://ppacc.player.fm/legal.
Unlock the hidden value in your life insurance policy! In this episode, Phil dives into the world of life settlements—what they are, who qualifies, and when selling your policy could be a smart move. Hear real stories of clients who received far more than their cash surrender value and discover the key signs that it might be time to explore your options. Whether you're a senior, a business owner, or a financial advisor, this is essential viewing for anyone looking to make the most of their life insurance.
If you liked this content, let's connect on social media:
Instagram: https://instagram.com/mysbapro
Twitter: https://twitter.com/mysbapro
LinkedIn: https://linkedin.com/in/ryanpatryck
Chapters:
0:00 – Introduction to Life Settlements
0:30 – How Phil Entered the Life Settlement Industry
2:40 – What Is a Life Settlement?
4:13 – When Should You Consider a Life Settlement?
7:18 – Term vs. Universal vs. Whole Life Policies
10:05 – Ideal Age & Health for a Life Settlement
12:21 – Real Client Examples: How Much Cash They Received
16:32 – Pitfalls to Avoid
20:02 – How Life Settlement Buyers Determine Value
24:49 – Why Many Financial Advisors Don’t Know About Life Settlements
28:03 – Tax Implications of Selling Your Policy
32:15 – Common Uses for Life Settlement Cash
36:40 – How to Get Your Policy Evaluated
40:50 – Debunking Whole Life Insurance Myths
45:00 – Final Takeaways & Next Steps
More Subject Matter Experts Playlist
https://youtube.com/playlist?list=PL1v-z-ZlTQ4FuSfq8GRuV9jJY3dd5vw9p&si=04XGGOYICU8pngKN
More ThinkSBA Resources
https://calendly.com/thinksba - Schedule Call
https://g.page/thinksba - Google Business Page & Reviews
https://thinksba.com/faq - Frequently Asked Questions
https://mysbaloanpro.com - My SBA Loan Pro Podcast
http://youtube.com/@thinksba - YouTube Channel
66 episodes
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Similar to My SBA Loan Pro Podcast
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
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continue reading
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