Unlocking the Hidden Value of Your Life Insurance

Many people reach a point when their life insurance no longer aligns with their financial outlook. Knowing what choices exist can shape long-term stability. How do you approach a major policy decision with confidence? How do you uncover options that may add meaningful value to retirement planning? In this episode, Mark Mrky and Rob Haynie talk with Matthew Ganovsky, Founder and President of Abacus Life Settlements, about the shift from viatical settlements to the modern life settlement Market. H

What if the life insurance policy your client no longer wants could become the key to paying for long-term care? In this powerful episode, hosts Mark Mrky and Rob Haynie welcome Retirement Genius Chris Orestis, CSA, Founder and President of Retirement Genius, to unpack the often-overlooked strategy of life settlements—transforming underused life insurance policies into funding solutions for healthcare, annuities, and retirement expenses. Chris shares how his journey from Capitol Hill to long-ter

What happens when a life insurance policy doesn’t perform as expected? In this episode, Mark Mrky and Rob Haynie chat with Steven Zeiger, from KB Financial, about the often-misunderstood world of life insurance costs and performance evaluations. Steven, known for his independent research and advisory services, offers a fresh perspective on how to assess the true cost of life insurance policies beyond sales pitches. Mark, Rob, and Steve discuss: Steven’s methodology for evaluating insurance cost

Life settlements are transforming the financial landscape for retirees, offering a strategic option to unlock hidden value from life insurance policies that might otherwise lapse. Yet, many policyholders remain unaware of this powerful alternative—or hesitant about taking the leap. If you’re looking for ways to turn an underperforming policy into a valuable asset, this insight could change everything. In this episode, hosts Mark Mrky and Rob Haynie chat with Elan Moas — former subprime mortgage

Life settlements represent a unique facet of the financial world, offering a secondary market for life insurance policies that benefit both policy sellers and institutional investors. After selling these policies, some sellers may be concerned about their use. This week, we want to address these concerns! In this episode, Mark Mrky and Rob Haynie sit down with Jose Garcia, Chief Executive Officer at Carlisle Management Company S.C.A., to explore the perspective of a buyer and investor of life se

Life expectancy is a crucial factor in many aspects of life, such as retirement planning, life insurance, and health care. But it is also a huge component when selling your life insurance policy! However, estimating how long someone will live is not an easy task, as it depends on various factors, such as medical history, lifestyle, genetics, and environmental conditions. In this episode, Mark Mrky and Rob Haynie chat with Vincent Granieri, CEO and Managing Member at Predictive Resources, LLC, to