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 costs and performance [00:10:20]
• The impact of policy design on life settlement options and outcomes [00:21:00]
• Real-life client stories highlighting the significance of informed policy decisions [00:23:23]
• The role of independent research in life insurance [00:29:12]
• Strategies for monitoring and adjusting life insurance investments over time [00:39:20]
• And more

Connect with Steven Zeiger:

• LinkedIn: Steven Zeiger
• KB Financial

Connect with Mark Mrky:

• 954-326-9378
• 866-326-5433 Ext. 1017
• LinkedIn: Mark Mrky
• Life Insurance Settlements, Inc
• markm@lisettlements.com

Connect with Rob Haynie:

• 954-599-4433
• LinkedIn: Rob Haynie
• Life Insurance Settlements, Inc
• rob@lisettlements.com

About Our Guest:

Steven Zeiger serves as a Managing Director of Wealth Management at KB Financial and is a recognized professional in applying prudent investor guidelines to life insurance product selection and portfolio management according to established and proven asset management doctrine. Prior to joining KB Financial, Steven worked for an Austin, Texas firm specializing in Private Placement Life Insurance for ultra-high-net-worth families, where he oversaw marketing efforts for the Northeast.