Steadfast Care Planning

Life Settlements Explained with Chris Orestis

April 18, 2023 Kelly Augspurger Season 1 Episode 18
Steadfast Care Planning
Life Settlements Explained with Chris Orestis
Show Notes Chapter Markers

Join Kelly and her guest, Chris Orestis, President of Retirement Genius, as they discuss life settlements.

 

In this episode:

๐Ÿ”น What is a life settlement and how do they work?

๐Ÿ”นWhat types of policies qualify for a life settlement?

๐Ÿ”น Who is eligible for a life settlement? 

๐Ÿ”น How is it different from a viatical settlement?

๐Ÿ”น How long does the selling process typically take?

๐Ÿ”น What are the different life settlement payout options?

๐Ÿ”น How are life settlements taxed?

Watch this episode on YouTube:

https://youtu.be/PyKC_fh1Bwk

Learn more about Chris and Retirement Genius: 

https://chrisorestisrg.com/ 

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care Columbus.

Come back next time for more helpful guidance!

Intro
What is a life settlement and how does it work?
Who is eligible for a life settlement?
Are life settlements different from viatical settlements?
Life settlements underwriting
Steadfast Insurance commercial
Life settlement payout options
Are life settlements taxed?
Advice on how to plan for care to live well
Contact info for Chris Orestis and Retirement Genius