Direct Insurance Podcast - DIP!
The Direct Insurance Podcast cuts through the noise.
Hosted by Insurance Advisors Direct, each episode brings together industry veterans, attorneys, AI experts, and financial professionals to give agents and consumers the real conversations nobody else is having. No product pitches. No fluff. Just actionable information on retirement planning, long term care, life settlements, Medicare, and how AI is reshaping the insurance industry right now.
Whether you are an agent trying to grow your practice or a family trying to protect your future, this is the podcast that actually helps.
Direct Insurance Podcast - DIP!
Turn a Life Insurance Policy Into Long Term Care Money (with Chris Orestis, Retirement Genius)
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Most agents and families do not realize that settling a life insurance policy pays out an average of 9 times more than surrendering it for cash value. That difference can be the gap between affording care and going without it.
Chris Orestis, President of Retirement Genius, joins the Direct Insurance Podcast to break down how the life settlement process actually works, how agents can add it to their practice with a single question, and why billions of dollars in settlements happen every year while most people have never heard of it.
In this episode:
- Why life settlements pay out 9X more than cash surrender value on average
- How hedge funds and investment banks buy life insurance policies as assets
- The one question every agent can ask to open the door to a life settlement
- How the full process works, from policy review to lump sum payout
- Why the process costs the policy owner nothing out of pocket
- The Big Five private pay solutions for long term care, and how life settlements fit in
- How agents get compensated, and why they do not need to be experts to offer this
- VA aid and attendance benefits and reverse mortgages as additional funding options
About the guest: Chris Orestis is the President of Retirement Genius, an information and resource platform that helps people build a well balanced retirement through financial, health, long term care, and lifestyle planning.
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