For more than 30 years, Lisa Rehburg has been working with insurance brokers, financial advisors and clients in the health and life insurance industries. She has held executive roles at carriers, general agencies, and third-party administrators (TPAs).
Ms. Rehburg is energized by helping financial professionals, non-profit organizations, health care professionals and their clients benefit from unwanted or unneeded life insurance policies. With more than 500,000 seniors a year walking away from their life insurance policies, she believes passionately in educating clients and their advisors about the value a life insurance settlement can bring.
She has been a featured speaker at various organizations including NAIFA, Health Underwriters, Women in Insurance and Finance, Financial Planning Associations, NAPFA, Charitable Gift Planners, the Aging Life Care Association, Knowledgeable Aging, the Parkinson’s Resource Organization, Alzheimer’s Association, various Fiduciary Associations, Estate Planning Councils, Aging in Place Councils, as well as many meetings sponsored by financial, healthcare, legal and insurance professionals for their clients. Her article, "8 Myths of Life Insurance. Settlements - Debunked!", was published in the December 2018 issue of California Broker Magazine. Planned Giving Today Magazine published her article, “Never Surrender If You Can Settle Instead" in their April 2019 edition. She has been a featured blogger for the Palm Desert Chamber of Commerce and Palm Desert Law Group, a special guest on various podcasts and webcasts, and has appeared on KMIR's Desert Living Show.
Ms. Rehburg obtained her Bachelor of Arts Degree in Finance from California State University, Fullerton. She also holds a
Master of Arts Degree in Organizational Development from the University of San Francisco.