In this episode, Shawn and Rob Haynie discuss:
- Alternative options for utilizing life insurance in retirement planning
- The financial and emotional benefits of uncovering hidden value in existing assets
- Regulatory challenges and awareness gaps within the life insurance industry
- Innovative approaches to funding long-term care and retirement goals
"You can't, in good conscience, pretend you're a fiduciary financial planner in front of clients—and then pretend you've never heard of life settlements. You don't need to do it, but you do need to look at it." — Rob Haynie Connect with Rob Haynie: Website: https://www.lisettlements.com/Email: rob@lisettlements.comLinkedIn: https://www.linkedin.com/in/rob-haynie-08656b9/
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement
Contact Shawn:WebsiteYouTubeLinkedInInstagramFacebook
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Rob Haynie is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Life Insurance Settlement Association (LISA) is not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25
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