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13 | Barry Neal | Unlock Explosive Returns with Life Settlements That Outperform Stocks

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Manage episode 502535672 series 3672101
Content provided by Ben Mohr. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Mohr or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today's episode of The Truly Diversified Show, Ben is joined by Barry Neal, CEO of EquiLife LLC.

In this fascinating conversation, Ben and Barry discuss a unique investment space that many people still find confusing. Rather than relying on hypotheticals, they break down real numbers from recent cases to show how investors are seeing tangible results. With nearly $5 million in payouts this year, these strategies have delivered consistent, competitive returns that rival traditional investments.

Hear how these investments compare side by side with benchmarks like the S&P 500, with some outperforming the market while avoiding exposure to its volatility. Barry walks through three recent cases, revealing double-digit annualized returns, including one payout expected to surpass 20% APR. The discussion underscores how this approach has matured over the years, with a track record investors can now evaluate with confidence.

For those seeking ways to diversify beyond traditional equities and real estate, this episode provides a clear look at how an alternative path can offer meaningful, reliable growth opportunities. Want to grow beyond stocks and real estate? Learn how life settlements can add stability and double-digit returns to your portfolio.

If you've enjoyed this episode of The Truly Diversified Show, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

  • The differences between life settlement returns and the current stock market, using the S&P 500 as a benchmark.

  • The importance of diversification and the benefits of life settlements as an alternative investment.

  • The value of long-term investment strategies and the potential for significant returns.

  • The impact of various market conditions on EquiLife's returns, and why they are not affected by short-term market fluctuations.

  • The tax implications of life settlement returns, as well as why they are typically taxed as long-term capital gains, are the most favorable kind of tax treatment.

  • And much more...

Resources:

Life Asset, LLC

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Truly Diversified Show or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 502535672 series 3672101
Content provided by Ben Mohr. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Mohr or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today's episode of The Truly Diversified Show, Ben is joined by Barry Neal, CEO of EquiLife LLC.

In this fascinating conversation, Ben and Barry discuss a unique investment space that many people still find confusing. Rather than relying on hypotheticals, they break down real numbers from recent cases to show how investors are seeing tangible results. With nearly $5 million in payouts this year, these strategies have delivered consistent, competitive returns that rival traditional investments.

Hear how these investments compare side by side with benchmarks like the S&P 500, with some outperforming the market while avoiding exposure to its volatility. Barry walks through three recent cases, revealing double-digit annualized returns, including one payout expected to surpass 20% APR. The discussion underscores how this approach has matured over the years, with a track record investors can now evaluate with confidence.

For those seeking ways to diversify beyond traditional equities and real estate, this episode provides a clear look at how an alternative path can offer meaningful, reliable growth opportunities. Want to grow beyond stocks and real estate? Learn how life settlements can add stability and double-digit returns to your portfolio.

If you've enjoyed this episode of The Truly Diversified Show, be sure to leave a review and subscribe today!

Enjoy!

Key takeaways:

  • The differences between life settlement returns and the current stock market, using the S&P 500 as a benchmark.

  • The importance of diversification and the benefits of life settlements as an alternative investment.

  • The value of long-term investment strategies and the potential for significant returns.

  • The impact of various market conditions on EquiLife's returns, and why they are not affected by short-term market fluctuations.

  • The tax implications of life settlement returns, as well as why they are typically taxed as long-term capital gains, are the most favorable kind of tax treatment.

  • And much more...

Resources:

Life Asset, LLC

Disclaimer:

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Truly Diversified Show or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

  continue reading

19 episodes

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