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    Turn Your Life Insurance Into Maximum Cash With Industry Authority Rob Haynie.

    Don’t let the insurance company buy back your policy for a fraction of its true worth. Recognized as one of the most influential figures in the secondary life insurance market, Rob leverages 30+ years of institutional auction strategies to turn heavy premium burdens into maximum lump-sum payouts.

    See Rob's Industry Credentials

    Turn Your Life Insurance Into Maximum Cash With Industry Authority Rob Haynie.

    Don’t let the insurance company buy back your policy for a fraction of its true worth. Rob leverages 30+ years of institutional auction strategies to turn heavy premium burdens into maximum lump-sum payouts.

    See Rob's Industry Credentials
    Rob Haynie.png

    Featured on:

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    Award-Winning: 2024 Alan H. Buerger Leadership Award Winner
    Industry Governance: Board Member, Life Insurance Settlement Association (LISA)
    Track Record: 30+ Years Managing Institutional Multi-Bid Auctions
    Media Authority: Official Author, Forbes Business Council

    NATIONAL INDUSTRY LEADERSHIP & CREDENTIALS

    Recognized as a Top Leader in the Life Settlement Industry

    Decades of experience, national awards, and a track record of fighting for maximum consumer payouts.

    LISA Board Leadership & Governance

    • Active Board Member: Life Insurance Settlement Association (LISA)

    • Policy & Regulatory Influence: Shapes ethical standards and federal/state legislation protecting consumer payout rights

    • Industry Stewardship: Spearheads national public awareness initiatives on life insurance policy equity

    2024 Alan H. Buerger Leadership Award

    • Highest Industry Honor: Awarded at the 30th Annual LISA Conference for lifetime impact in the life settlement space

    • Peer-Recognized Excellence: Honored by institutional funders, brokers, and industry peers for shaping modern settlement frameworks

    • Market Innovation: Recognized for pioneering transparent, competitive auction environments for policyholders

    Forbes Business Council

    • Published Author: Contributes directly to Forbes on secondary life insurance market strategies

    • Podcast Host: Co-hosts Unlocking the Hidden Value of Your Life Insurance, covering market trends and policy appraisals

    • Financial Educator: Regularly trains CPAs, estate attorneys, and wealth management firms on fiduciary policy reviews

    30+ Years of Institutional Execution

    • Over $1B+ in Settlements: Decades of experience structuring complex, multi-million dollar policy transactions

    • Managing Director & Partner: Life Insurance Settlements, Inc. (LIS), one of the oldest and largest settlement brokerages in the U.S.

    • Competitive Auction Specialist: Refuses single-funder offers to force institutional buyers into bidding wars for maximum consumer payout

    FIDUCIARY POLICY REALIZATION

    Capitalizing on Policy Equity Through Secondary Markets

    A life insurance policy is a private asset, yet most owners evaluate their options through a single channel. Rob Haynie provides institutional-grade advisory, bringing multi-bid auction mechanics to policy owners, family offices, and wealth advisors to establish true fair market value.

    Traditional Single-Option Valuation
    Unilateral Settlement: Policy options are limited to static, carrier-defined cash surrender values.
    Passive Asset Retention: Unwanted or costly policies are often allowed to lapse without secondary review.
    Single-Buyer Risk: Lacks competitive tension, leaving potential capital on the table.
    Rob Haynie’s Multi-Bid Institutional Auction
    Open Market Price Discovery: Institutional funders compete on an open platform to determine true market value.
    Capital Optimization: Converts ongoing premium liabilities into immediate liquidity for retirement or estate reallocation.
    Fiduciary Multi-Funder Bidding: Aggregates institutional capital sources to drive maximum transaction value.

    Confidential & Independent Policy Valuation for Policyholders & Wealth Advisors

    TRANSPARENT EXECUTION

    A Streamlined, Fiduciary Process from Appraisal to Closing

    Evaluating a policy’s secondary market value requires zero upfront commitment and zero disruption to your current estate plan. Rob Haynie manages the end-to-end execution through a clear, three-stage process.

    1
    Step 01 | Zero Out-of-Pocket Cost

    Confidential Policy Assessment

    We collect basic policy details (carrier, face amount, product type) and current health profile summaries to perform an initial secondary market feasibility review.

    2
    Step 02 | Active Price Discovery

    Multi-Bid Institutional Auction

    Your policy is presented to licensed institutional funders across the secondary market, creating competitive bidding pressure to determine true maximum market value.

    3
    Step 03 | You Retain Full Choice

    Fiduciary Review & Settlement Closing

    You receive the top institutional offers with complete transparency. If accepted, closing documents are processed securely via regulated escrow, delivering lump-sum liquidity.

    ADVISOR & FIDUCIARY ALLIANCE

    Life Settlement Expertise for Your Practice

    For clients whose estate plans, liquidity needs, or tax strategies have evolved, an underperforming life insurance policy is often an overlooked asset. Partner with Rob Haynie to bring institutional secondary market bidding to your practice, protecting your clients' interests while expanding your advisory capabilities.

    Fiduciary Protection

    Comprehensive Due Diligence: Fulfill your fiduciary duty by evaluating secondary market value before any policy is surrendered or lapsed.

    Revenue & Asset Retention

    AUM Preservation: Convert stagnant policy equity into liquid capital that can be reallocated into managed investment strategies.

    Full Practice Support

    Turnkey Execution: Our team handles medical record gathering, carrier illustration reviews, and funder negotiations end-to-end.

    Note for Advisory Firms & CPA Practices: Direct Access for CPAs, Estate Attorneys, and RIAs – All policy reviews are conducted with strict client confidentiality and full compliance transparency. Flexible co-advisory and referral models are structured in full accordance with FINRA and state insurance regulations.

    TAKE THE NEXT STEP

    Discover the True Secondary Market Value of Your Policy

    Whether you are a policy owner evaluating options or a wealth advisor managing a client’s portfolio, partner with 30+ years of expertise. Request a confidential, no-obligation valuation today.

    For Policy Owners & Families

    Request a Free Policy Appraisal

    Determine if your policy qualifies for an institutional multi-bid auction with zero out-of-pocket costs.

    For CPAs & Wealth Advisors

    Schedule a Strategic Partnership Call

    Discuss how to integrate life settlement evaluation into your fiduciary review process for client estates.

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