Category Archives: Settlement

A Volcano is about to Blow in the Insurance Industry



Boomers are sitting on top of a volcano that is about to blow. They are losing millions of $, and they are totally unaware of what is happening: they’re sitting on top of a volcano that is about to blow in the insurance industry.

Join Bob as he explains how and why eight major insurance companies are at this point of near-explosion.

  • Why, after hundreds of years, would insurance companies increase the expenses inside of their life policies?
  • Why have these insurance companies chosen policies issued between the years 1990-2009?
  • How come baby boomers with life insurance are particularly vulnerable?
  • Why is it essential for baby boomers to have a financial analysis on their life insurance policies?
  • What is the benefit of the analysis?
  • What should people consider when they’re buying life insurance?

Resources: The Rushmore Private Client Group | Settlement Masters

 


The Evolution of a Great Industry



There is a growing opportunity for seniors who own life insurance. However, a poll has revealed  90% of seniors had no idea this opportunity existed and many were disappointed their financial advisors didn’t discuss this with them.  

In today’s podcast, Bob Larsen explains how seniors could benefit financially from life insurance settlements.

In this episode, you will learn:

  • Why the life insurance industry has exploded and what it means for senior policyholders
  • What institutional funds consider when making the decision to buy a policy from a senior
  • What financial opportunities may be in store for people 70 to 90 years old
  • Examples of life insurance settlement success stories from Bob’s clients
  • What seniors should know if they are considering cashing in or lapsing a life insurance policy
  • Why Bob believes that it’s essential for seniors to have an analytic, objective diagnostic done on their life insurance portfolio

Tune in now to learn how a life insurance settlement may benefit you, your family, or your clients!

Resources: Settlement Masters™ | The Rushmore “Private Client” Group

 


Don’t Miss the Diamonds in Your Own Backyard



Are you missing opportunities that are right in front of you?

In today’s podcast, Bob Larsen shares stories about people who have had life-changing experiences by tapping into resources they’d had all along.

In this episode, you’ll learn:

  • The story of a diamond-seeker that inspired this podcast’s title
  • How Bob’s teenage work experience inspired his niche in the insurance industry
  • What listeners can expect to learn from Acres of Diamonds Podcast
  • Examples of life insurance settlement opportunities that people often overlook
  • Ways that settlement money may be reinvested to exceed the value of life insurance
  • Why it is essential to view your life insurance portfolio as an asset, and what actions to take

Tune in now to learn more about how the opportunity that can change our lives might be sitting right next to us!

Resources: The Rushmore Private Client Group | Settlement Masters


Introduction to Bob Larsen, President & CEO of The Rushmore Private Client Group and Settlement Masters, LLC



Welcome to the Acres of Diamonds Podcast with Bob Larsen, President & CEO of The Rushmore Private Client Group and Settlement Masters, LLC.

In this inaugural episode, Bob Larsen helps you get to know him by discussing his specialization, community involvement, and beliefs.

Here’s what you’ll learn in this episode:

  • Why Bob decided to work in financial services
  • Bob’s definition of the “tsunami effect” in the life insurance industry
  • His strategy for providing education to financial service professionals
  • An introduction to the settlement world
  • Bob’s financial philosophy and definition of “wealth”
  • What he enjoys doing outside of the office
  • And more!

Tune in now to learn about Bob and how he can help you keep family wealth in your family!

Resources:

The Rushmore Private Client Group | Settlement Masters

NOTE: Mr. Larsen references several books and a quote from George W. Cecil, that has been paraphrased to render an interpretation of its applicability to a person’s hesitation to make decisions.