If your retirement strategy feels like riding a daily market rollercoaster, it’s because you’ve been playing by Wall Street’s rules. The standard advice—heavy on 401(k)s, mutual funds, and bonds—leaves your entire financial future dangerously exposed to volatility. This reliance on “cookie-cutter” portfolios is the single most prominent blind spot in modern retirement planning.
As institutional strategist Ben Mohr highlighted on the Sales POP podcast, the path to true financial resilience lies outside the public market. The solution is uncorrelated assets—investments whose returns aren’t tied to the S&P 500.
This is where life settlements come into play. For decades, these unique, non-market-linked assets have been a staple among the ultra-wealthy. A life settlement is simply the purchase of an existing life insurance policy from a senior who no longer needs it. The investor pays a premium and eventually collects the defined death benefit.
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