Épisodes

  • Long-Term Care Funding with Chris Orestis: The Overlooked Power of Life Settlements (Ep. 12)

    Long-Term Care Funding with Chris Orestis: The Overlooked Power of Life Settlements (Ep. 12)
    Jun 20 2025
    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 …

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    45 min
  • Transforming Life Insurance into Retirement Assets with Steven Zeiger (Ep.11)

    Transforming Life Insurance into Retirement Assets with Steven Zeiger (Ep.11)
    Feb 7 2025
    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 …

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    51 min
  • Exploring Life Settlements as a Strategic Exit for Policyholders with Elan Moas (Ep. 10)

    Exploring Life Settlements as a Strategic Exit for Policyholders with Elan Moas (Ep. 10)
    Nov 20 2024
    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 …

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    44 min
  • Analyzing Life Settlements from the Buyer’s and Investor’s Perspective with Jose Garcia (Ep. 9)

    Analyzing Life Settlements from the Buyer’s and Investor’s Perspective with Jose Garcia (Ep. 9)
    May 2 2024
    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 …

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    50 min
  • The Secrets of Life Expectancy Underwriting for Life Settlements with Vincent Granieri (Ep. 8)

    The Secrets of Life Expectancy Underwriting for Life Settlements with Vincent Granieri (Ep. 8)
    Feb 12 2024
    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, …

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    42 min
  • Life Settlements vs. The Life Insurance Industry – Part 2 with Alan H. Buerger (Ep. 7)

    Life Settlements vs. The Life Insurance Industry – Part 2 with Alan H. Buerger (Ep. 7)
    Jan 8 2024
    Many people buy life insurance policies without fully understanding their options, benefits, and risks. Life settlements are an alternative option that can help policy owners unlock the hidden value of their life insurance policies and use them for their own needs. However, life settlements are not widely known or understood by the public, and they …

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    38 min
  • A Journey Through Life Settlements – Part 1 with Alan H. Buerger (Ep. 6)

    A Journey Through Life Settlements – Part 1 with Alan H. Buerger (Ep. 6)
    Dec 4 2023
    Life insurance is a valuable asset that can provide financial security for your loved ones.  But what if you no longer need or want your policy? Have you heard of life settlements? Wondering how it can help you free up money for your retirement, health care, or other needs? In this episode, Mark Mrky and …

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    22 min
  • Life Settlements: The Buyer’s Perspective with Richard Beleutz (Ep. 5)

    Life Settlements: The Buyer’s Perspective with Richard Beleutz (Ep. 5)
    May 15 2023
    By now, you have heard Mark Mrky and Rob Haynie talk about how beneficial the life settlement option can be for you and/or your clients. But who’s really buying these policies? What are investors aiming for?  Ready to learn more? In this episode, Mark and Rob sit down with Richard Beleutz, the founder and chief …

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    32 min