Retirement Planning and Diversification Through Life Settlement Funds with Ben Mohr cover art

Retirement Planning and Diversification Through Life Settlement Funds with Ben Mohr

Retirement Planning and Diversification Through Life Settlement Funds with Ben Mohr

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Welcome back to The Cashflow Project!

In this episode, we chat with Ben Mohr, founder and CEO of Ben Mohr LLC, about a unique and often overlooked investment strategy—life settlements. With decades of experience in retirement and income planning, Ben explains how life settlements provide diversification beyond market cycles and real estate, offering stability and strong returns.

He shares his journey from broadcast journalism to financial advising, revealing how life settlements help both seniors seeking liquidity and investors seeking alternative assets.

If you’re ready to explore new ways to build cash flow while making an impact, this episode is a must-listen.


[00:00] "Real Estate & Financial Freedom"

[04:19] Understanding Life Settlements

[08:47] "Compound Interest Rate Analysis"

[12:44] Life Settlements: Transparency Challenges

[13:46] Comprehensive Personal History Insights

[18:35] Policy Negotiation Challenges

[22:42] Policy Agreement and Tracking Process

[23:13] Social Media and Death Verification

[29:06] "Quality of Life Priorities"

[29:47] "Long-Term Care Misconceptions"

[34:26] Liquidity Challenges and Capital Solutions

[36:03] "Free Insurance, Money Returned"

[39:19] "Life Asset Investment Basics"

[43:33] "Must-Read for Life Understanding"

[47:34] Growth Through Hardship

[50:11] "Self-Honesty Is Everything"

[55:05] "Investing Opportunities & Community Connections"

[55:53] "Next Episode Coming Soon"


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