LIVE WITH ROB & KATHY

What Every Senior Should Know About Their Life Insurance

Join Rob and Kathy for a live conversation about life insurance, life settlements, and the options many policyholders don't realize they have.

With nearly 70 years of combined industry experience, they'll break down how life settlements work, what to watch out for, and what to consider before surrendering or letting a policy lapse.

Topics we'll cover:

  1. How to find out whether your policy could qualify for a settlement

  2. What happens when you sell a life insurance policy

  3. Real examples of policyholders who received cash for their coverage

  4. How to recognize potential scams and protect yourself

  5. When selling a policy makes sense, and when it doesn't

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Learn from two highly respected experts — one with decades of insurance experience, and the other a life settlement specialist and board member of the Life Insurance Settlement Association (LISA).

Kathy.pngKathy Casale

Three Decades in Insurance

Focused on Clarity, Integrity, and Results
ROB.pngRob Haynie

Life Settlement Expert

LISA Board Member with 30+ Years of Experience
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