Helping People Benefit From 

Unwanted or Unneeded 

Life Insurance Policies

If you or your clients no longer need or want their life insurance, a life insurance settlement can be an important option. 

They can sell them (yes, even term policies) and receive cash.

Consider this statistic:   According to research from the Insurance Studies Institute, more than 500,000 seniors lapse their life insurance policy annually, and only 1,250 take advantage of a life settlement. About 90% of seniors report that they would have considered a life settlement if they had been made aware of the option.

To learn more about life insurance settlements and how they can work for you or your clients, please feel free to call us at 

(714) 349-7981 or email us at [email protected]. Additional information is also available on our FAQs page.

For more than 30 years, Lisa Rehburg has been working with insurance brokers and clients in the health and life insurance industries. She has held executive roles at carriers, general agencies, and third-party administrators (TPAs).

Ms. Rehburg is energized by helping financial professionals and their clients benefit from unwanted or unneeded life insurance policies. With more than 500,000 seniors a year walking away from their life insurance policies, she believes passionately in educating brokers and clients about the value a life insurance settlement can bring.

She has been a featured speaker at various organizations including NAIFA, Health Underwriters, Women in 

Insurance and Finance, Financial Planning Associations and Charitable Gift Planners, as well as many 

meetings sponsored by financial professionals for their clients.  Her article:  8 Myths of Life Insurance Settlements - Debunked! was published in the December 2018 issue of California Broker Magazine.

Ms. Rehburg obtained her Bachelor of Arts Degree in Finance from California State University, Fullerton. She also holds a Master of Arts Degree in Organizational Development from the University of San Francisco.

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