336.2K
Downloads
286
Episodes
The Midlife Makeover Show is your go-to podcast for bold women ready to reinvent their second act and live life on their own terms. Hosted by Wendy Valentineāauthor of Women Waking Up and midlife mavenāthis show is packed with real talk, inspiring stories, expert advice, and powerful tools to help you navigate everything from menopause to mindset, empty nesting to empowerment. If youāre feeling stuck in the same old routine or just know deep down that youāre meant for more, youāre in the right place. Wendy shares her own journey from midlife meltdown to midlife magic, and sheāll help you do the sameāwith courage, confidence, and a whole lot of fun. So, pour that latte, pop in those earbuds, and get ready to shake things up. Your midlife makeover starts now! ā¤ļø All the goods: https://wendyvalentine.com š Get the book: https://womenwakingup.com š Grab some freebies: https://wendyvalentine.com/freebies š Follow on Instagram: https://www.instagram.com/wendy_valentine_/ š¤ Nominate a Guest: http://midlifemakeoverguest.com
Episodes
Monday Jul 03, 2023
Monday Jul 03, 2023
Need some money honey? Today we are talking about turning your unneeded life insurance policy into serious cash. This is cash that could pay off debt, use towards your retirement, take a family vacation, or whatever your heart desires! Our guest expert is David Rosell, founder and president of Rosell Wealth Management, and author of the new book, āIn the Know: Turning Your Unneeded Life Insurance Policy Into Serious Cash.ā
Ā
You will learn:
- reasons as to why you would no longer want or need your life insurance policy
- the options you have when deciding what to do with your life insurance policy
- how to go about selling your life insurance policy
Plus, youāll get to hear some actual case studies of successful life settlements! The topic of selling your insurance policy may or may not apply to you right now in your life, but it could apply to your parents. Many of you could be responsible for taking care of your parentās estates, so you may want to consider a life insurance settlement as an option for them.
Ā
David is giving away FREE copies of his book to all my listeners, so stay tuned to the end of the show! Enjoy!
Ā
š Listen to the Podcast!
http://themidlifemakeovershow.com
Ā
āļøĀ Call the Midlife Hotline!
888-238-2998
Ā
š£ Work with Wendy!
https://wendyvalentine.com/coaching
Ā
š Connect with David!
Website: http://www.davidrosell.com
Facebook: https://www.facebook.com/RosellWealthManagement
Get a FREE copy of his book! Email David at david@rosellwealthmanagement.com and request āIn the Know: Turning Your Unneeded Life Insurance Policy Into Serious Cashā
Got questions? Call David at 541-385-8831.
Ā
š¤ Read the Blog!
https://wendyvalentine.com/blog/
Ā
š Get The Midlife News!
Ā
š§° Get Your FREE Midlife Makeover Toolkit!
http://freemidlifetoolkit.comĀ
Ā
ā¤ļø Join the Club!
http://themidlifemakeoverclub.com
Ā
š„ Watch the show on video!
http://midlifemakeoveryoutube.com
Ā
š„ Follow me on IG and Watch the Show LIVE!
https://www.instagram.com/wendy_valentine_/
Ā
š Follow me on Pinterest!
https://www.pinterest.com/wendy_valentine_/
Ā
š¤© Take the Midlife Makeover Course!
http://midlifemakeovermethod.com
Ā
š All the Midlife Goods!
Ā
š§ Email me!
Ā
#lifeinsurance #investments #themidlifemakeovershow #midlife #midlifewomen #reinventyourself #emptynest #health #forty #fifty #divorce #fitnessafter50 #fitness #mindset #motivation #midlifecrisis #midlifeawakening #retirement #relationships #depression #anxiety #mentalhealth
Ā
Disclosure: David Rosell is President of Rosell Wealth Management in Bend. www.RosellWealthManagement.com. He is the author of three books. Find David's books at local bookstores, Amazon, Audible as well as Redmond Airport.
Investment advisory services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Ste 300 Akron, Ohio 44333-2431. (800) 765-5201. Rosell Wealth Management is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Valmark Securities supervises all life settlements like a security transaction and itsā registered representatives act as brokers on the transaction and may receive a fee from the purchaser. Once a policy is transferred, the policy owner has no control over subsequent transfers and may be required to disclosure additional information later. If a continued need for coverage exists, the policy owner should consider the availability, adequacy and cost of the comparable coverage. A life settlement transaction may require an extended period to complete and result in higher costs and fees due to their complexity. Policy owners considering the need for cash should consider other less costly alternatives. A life settlement may affect the insuredās ability to obtain insurance in the future and the sellerās eligibility for certain public assistance programs. When an individual decides to sell their policy, they must provide complete access to their medical history, and other personal information. Client name has been changed to protect confidentiality. The gross offer will be reduced by commissions and expenses related to the sale. Each clientās experience varies, and there is no guarantee that a life settlement will generate an offer greater than the current cash surrender value.
No comments yet. Be the first to say something!