Life Insurance Settlements: Benefiting Your Client... and You!
Featuring Lisa Rehburg, President of Rehburg Life Insurance Settlements
Most financial advisors don't realize an unwanted or underperforming life insurance policy can be worth far more sold than surrendered or lapsed. In this webinar, life settlement expert Lisa Rehburg breaks down what a life insurance settlement is, which clients qualify, and why it's one of the most overlooked planning tools in the industry today.
You'll learn how a life settlement differs from surrendering or letting a policy lapse, which clients make good candidates (age, health changes, coverage that's no longer needed or affordable), how the process runs from valuation to closing, and how advisors can use life settlements to deepen client trust while adding a new revenue stream to their practice.
Whether a client is about to drop a policy, is struggling with a loan against its cash value, or simply doesn't know the policy could be sold for cash, this session shows advisors how to spot the opportunity and turn it into a stronger client relationship, not just a transaction.
Ideal for financial advisors, insurance agents, and estate planning professionals looking to add a high-value, client-first strategy to their practice.
[Estate Planning] The #1 Niche for Advisors Right Now + A 60 Day Roadmap to Activate It
Right now, two major shifts are reshaping how advisory firms grow: the Great Wealth Transfer and the rise of AI-powered search. Prospects are no longer simply searching for a financial advisor. They’re searching for a professional who can help them both manage AND protect their financial wellbeing (and they’re using AI answer engines like ChatGPT and Claude to help them).
What’s sitting at the center of this opportunity for advisors? Estate planning.
New 2026 research found that more than two in three advised clients would consider switching to an advisor who offers estate planning. Pair this with recent data that shows 64% of Americans said they want to know an advisor’s areas of specialization before making contact…and boom, you’ve got a dynamite opportunity for financial advisors.
If you’re not moving towards adding estate planning to your list of specialties in your advisory practice, your competitors will.
Already have a niche? It can help you deepen it and give clients another compelling reason to choose you.
Don’t have one yet? This can become one.
The reality is, when a prospect asks ChatGPT or Gemini for an advisor who understands their exact needs, a broad “we help everyone with everything” message gives those tools very little to work with.
So we’re actually doing something about it. Introducing the 60-day estate planning niche roadmap.
What Most Advisors Get Wrong About Estate Planning
- Start legacy conversations that open doors (without crossing legal lines).
- Stay front-and-center through the Great Wealth Transfer.
- Plug into a proven system used by top-performing advisors.
Estate Planning, Solved. One Stop for Advisors
Most advisors skip estate planning because it feels complicated. ePIC makes it simple!
In this session, ePIC Services Company joins Auxani to showcase how advisors can turn estate planning into a reliable growth engine.
We provide the marketing you need to get started and spark conversations, the training so you know exactly how to implement estate planning into your daily operations, and the Outsourced Estate Planning Team (OEPT) that guides your clients from start to finish.
Why Connecting With The Kids Is Bound To Fail
The truth is, “connecting with the kids” isn’t a retention strategy. During the Great Wealth Transfer, 70% of widows fire their advisor, and most heirs already have their own.
This session will show you the only proven way to retain assets:
- Why estate planning (not product sales) builds lasting trust
Break the Sea of Sameness
Equip distribution leaders with a turnkey, compliant estate-planning system that differentiates their advisors, drives net new client acquisition, and improves multi-generational retention – without asking advisors to manage client estate plans or build new internal infrastructure.
Most advisor channels look and sound the same, limiting growth. Organizations that standardize Trust Investment Advisor (TIA) status and deploy an OEPT (Outsourced Estate Planning Team) model create a durable moat: they win new households, keep assets at transition, and maintain advisor centrality across generations.
