2018


151799-LISA-Annual-Spring-Conf18-Web2

24th Annual Life Settlement Conference

May 6-8, 2018

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials :
https://event.crowdcompass.com/24thspring
Use the Mobile APP Password to get access to presentations and handouts. 
They are also available on the event mobile app.
Questions? Contact wcosta@lisa.org

(Please note that presentations were not recorded)


Conference News

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.
Life Insurance Settlement Association, 17 May 2016

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.

“The future of the U.S. life settlement market has never looked brighter, fueled by demographics trends that offer enormous potential to drive growth,” said Colin Devine, Principal of C. Devine & Associates and a veteran life insurance industry analyst. “With 75 million Baby Boomers retiring, there is no single solution that will address all of their financial challenges. Life insurance settlements may increasingly become a core financial planning tool for these seniors as they look at all available assets to produce retirement income and address long-term care needs.

Devine walked conference attendees through developments in the life insurance industry, including product trends and M&A activity in the works. He also reviewed a number of regulatory changes underway that are designed to increase consumer protections throughout the financial services and life insurance industries.

In addition to Devine, the conference featured keynote addresses from Paul Green, Director of the Institute for Politics at Roosevelt University in Chicago, who provided a geopolitical forecast, and S. Jay Olshansky, Ph.D., Professor in the School of Public Health at the University of Illinois at Chicago, who shared some of his latest research on estimating life expectancy.

“There are encouraging signs that we have transitioned to growth from all corners of the life settlement industry,” said Cyndi Poveda, CEO of Life Equity LLC and chair of LISA. “Consumer awareness of the life settlement option is growing, the infrastructure of our industry is stronger and capital continues to enter the market from institutional investors. This is a healthy industry that is well positioned for sustained long-term growth.”

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 65 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

“As consumer awareness of life settlements increases, and seniors begin to strike out on their own to explore the possibility of selling a life insurance policy, the next frontier for our industry may be connecting consumers directly with a broker or a provider to purchase that policy,” said Darwin M. Bayston, CFA, President and CEO of LISA. Bayston moderated a panel, “Considerations When Working Directly with the Consumer,” which featured comments based on hands-on experience from Alan Buerger, CEO of Coventry Direct, C.E. “Bud” Dean, managing partner of ReverseLifeInsurance.com, and Peter Colis, CEO of Ovid Corp.

Other conference session topics included the latest underwriting and life expectancy trends, economic forecasts and how they will affect the life settlement industry and consumers, fiduciary standards for advisors and analysis of the Department of Labor’s new fiduciary rule, the newest information on Cost of Insurance (COI) increases and in-depth coverage of investor issues.

LISA’s 2016 Spring Life Settlement Conference brought together a wide range of industry participants – including life settlement brokers, providers, service providers and institutional investing professionals – to discuss marketplace developments, regulatory and legislative updates, best practices when working with consumers and new business opportunities.

About the Life Insurance Settlement Association
The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

Media Contact:
Daryn Teague
805.358.3058
dteague@teaguecommunications.com

 
All news

II8 Bannerupdate

8th Annual Life Settlement Institutional Investor Conference

FEB 26, 2018

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact wcosta@lisa.org

Missed the 8th Annual Life Settlement Institutional Investor Conference? No Problem! 
Purchase the Presentations On Demand!
(Please note that some presentations may not be included in the recordings)

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Conference News

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.
Life Insurance Settlement Association, 17 May 2016

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.

“The future of the U.S. life settlement market has never looked brighter, fueled by demographics trends that offer enormous potential to drive growth,” said Colin Devine, Principal of C. Devine & Associates and a veteran life insurance industry analyst. “With 75 million Baby Boomers retiring, there is no single solution that will address all of their financial challenges. Life insurance settlements may increasingly become a core financial planning tool for these seniors as they look at all available assets to produce retirement income and address long-term care needs.

Devine walked conference attendees through developments in the life insurance industry, including product trends and M&A activity in the works. He also reviewed a number of regulatory changes underway that are designed to increase consumer protections throughout the financial services and life insurance industries.

In addition to Devine, the conference featured keynote addresses from Paul Green, Director of the Institute for Politics at Roosevelt University in Chicago, who provided a geopolitical forecast, and S. Jay Olshansky, Ph.D., Professor in the School of Public Health at the University of Illinois at Chicago, who shared some of his latest research on estimating life expectancy.

“There are encouraging signs that we have transitioned to growth from all corners of the life settlement industry,” said Cyndi Poveda, CEO of Life Equity LLC and chair of LISA. “Consumer awareness of the life settlement option is growing, the infrastructure of our industry is stronger and capital continues to enter the market from institutional investors. This is a healthy industry that is well positioned for sustained long-term growth.”

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 65 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

“As consumer awareness of life settlements increases, and seniors begin to strike out on their own to explore the possibility of selling a life insurance policy, the next frontier for our industry may be connecting consumers directly with a broker or a provider to purchase that policy,” said Darwin M. Bayston, CFA, President and CEO of LISA. Bayston moderated a panel, “Considerations When Working Directly with the Consumer,” which featured comments based on hands-on experience from Alan Buerger, CEO of Coventry Direct, C.E. “Bud” Dean, managing partner of ReverseLifeInsurance.com, and Peter Colis, CEO of Ovid Corp.

Other conference session topics included the latest underwriting and life expectancy trends, economic forecasts and how they will affect the life settlement industry and consumers, fiduciary standards for advisors and analysis of the Department of Labor’s new fiduciary rule, the newest information on Cost of Insurance (COI) increases and in-depth coverage of investor issues.

LISA’s 2016 Spring Life Settlement Conference brought together a wide range of industry participants – including life settlement brokers, providers, service providers and institutional investing professionals – to discuss marketplace developments, regulatory and legislative updates, best practices when working with consumers and new business opportunities.

About the Life Insurance Settlement Association
The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

Media Contact:
Daryn Teague
805.358.3058
dteague@teaguecommunications.com

 
All news

2017


139682-D LISA Annual FALL Conf 926x200[20]

23rd Annual Fall Life Settlement Conference

OCT 16-17, 2017

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact wcosta@lisa.org

Missed the 23rd Annual Fall Life Settlement Conference? No Problem! 
Purchase the Presentations On Demand!

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137350-D 23rd LISA Annual 926x200 01b[14]

23rd Annual Spring Life Settlement Conference

MAY 14-16, 2017

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact sfleshman@lisa.org

Missed the 23nd Annual Spring Life Settlement Conference? No Problem! 
Purchase the Presentations On Demand!

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Conference News

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.
Life Insurance Settlement Association, 17 May 2016

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.

“The future of the U.S. life settlement market has never looked brighter, fueled by demographics trends that offer enormous potential to drive growth,” said Colin Devine, Principal of C. Devine & Associates and a veteran life insurance industry analyst. “With 75 million Baby Boomers retiring, there is no single solution that will address all of their financial challenges. Life insurance settlements may increasingly become a core financial planning tool for these seniors as they look at all available assets to produce retirement income and address long-term care needs.

Devine walked conference attendees through developments in the life insurance industry, including product trends and M&A activity in the works. He also reviewed a number of regulatory changes underway that are designed to increase consumer protections throughout the financial services and life insurance industries.

In addition to Devine, the conference featured keynote addresses from Paul Green, Director of the Institute for Politics at Roosevelt University in Chicago, who provided a geopolitical forecast, and S. Jay Olshansky, Ph.D., Professor in the School of Public Health at the University of Illinois at Chicago, who shared some of his latest research on estimating life expectancy.

“There are encouraging signs that we have transitioned to growth from all corners of the life settlement industry,” said Cyndi Poveda, CEO of Life Equity LLC and chair of LISA. “Consumer awareness of the life settlement option is growing, the infrastructure of our industry is stronger and capital continues to enter the market from institutional investors. This is a healthy industry that is well positioned for sustained long-term growth.”

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 65 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

“As consumer awareness of life settlements increases, and seniors begin to strike out on their own to explore the possibility of selling a life insurance policy, the next frontier for our industry may be connecting consumers directly with a broker or a provider to purchase that policy,” said Darwin M. Bayston, CFA, President and CEO of LISA. Bayston moderated a panel, “Considerations When Working Directly with the Consumer,” which featured comments based on hands-on experience from Alan Buerger, CEO of Coventry Direct, C.E. “Bud” Dean, managing partner of ReverseLifeInsurance.com, and Peter Colis, CEO of Ovid Corp.

Other conference session topics included the latest underwriting and life expectancy trends, economic forecasts and how they will affect the life settlement industry and consumers, fiduciary standards for advisors and analysis of the Department of Labor’s new fiduciary rule, the newest information on Cost of Insurance (COI) increases and in-depth coverage of investor issues.

LISA’s 2016 Spring Life Settlement Conference brought together a wide range of industry participants – including life settlement brokers, providers, service providers and institutional investing professionals – to discuss marketplace developments, regulatory and legislative updates, best practices when working with consumers and new business opportunities.

About the Life Insurance Settlement Association
The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

Media Contact:
Daryn Teague
805.358.3058
dteague@teaguecommunications.com

 
All news

New-York-City-II7-926x200-Banner

7th Annual Institutional Investor Life Settlement Conference

Jan 29-30, 2017

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact sfleshman@lisa.org

Missed the 23 Annual Fall Life Settlement Conference? No Problem! 
Purchase the Presentations On Demand!

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2016


Fall Conference Banner_Main

22nd Annual Fall Life Settlement Conference

MAY 16-18, 2016

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact sfleshman@lisa.org

Missed the 23 Annual Fall Life Settlement Conference? No Problem! 
Purchase the Presentations On Demand!

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130993-D LISA Spring 2016 Web Banner P2

22nd Annual Spring Life Settlement Conference

MAY 15-17,2016

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials : For password and log-in instructions contact sfleshman@lisa.org

Missed the 22nd Annual Spring Life Settlement Conference? No Problem! 
Purchase the Presentations On Demand!

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Conference News
The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.
Life Insurance Settlement Association, 17 May 2016

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.

“The future of the U.S. life settlement market has never looked brighter, fueled by demographics trends that offer enormous potential to drive growth,” said Colin Devine, Principal of C. Devine & Associates and a veteran life insurance industry analyst. “With 75 million Baby Boomers retiring, there is no single solution that will address all of their financial challenges. Life insurance settlements may increasingly become a core financial planning tool for these seniors as they look at all available assets to produce retirement income and address long-term care needs.

Devine walked conference attendees through developments in the life insurance industry, including product trends and M&A activity in the works. He also reviewed a number of regulatory changes underway that are designed to increase consumer protections throughout the financial services and life insurance industries.

In addition to Devine, the conference featured keynote addresses from Paul Green, Director of the Institute for Politics at Roosevelt University in Chicago, who provided a geopolitical forecast, and S. Jay Olshansky, Ph.D., Professor in the School of Public Health at the University of Illinois at Chicago, who shared some of his latest research on estimating life expectancy.

“There are encouraging signs that we have transitioned to growth from all corners of the life settlement industry,” said Cyndi Poveda, CEO of Life Equity LLC and chair of LISA. “Consumer awareness of the life settlement option is growing, the infrastructure of our industry is stronger and capital continues to enter the market from institutional investors. This is a healthy industry that is well positioned for sustained long-term growth.”

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 65 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

“As consumer awareness of life settlements increases, and seniors begin to strike out on their own to explore the possibility of selling a life insurance policy, the next frontier for our industry may be connecting consumers directly with a broker or a provider to purchase that policy,” said Darwin M. Bayston, CFA, President and CEO of LISA. Bayston moderated a panel, “Considerations When Working Directly with the Consumer,” which featured comments based on hands-on experience from Alan Buerger, CEO of Coventry Direct, C.E. “Bud” Dean, managing partner of ReverseLifeInsurance.com, and Peter Colis, CEO of Ovid Corp.

Other conference session topics included the latest underwriting and life expectancy trends, economic forecasts and how they will affect the life settlement industry and consumers, fiduciary standards for advisors and analysis of the Department of Labor’s new fiduciary rule, the newest information on Cost of Insurance (COI) increases and in-depth coverage of investor issues.

LISA’s 2016 Spring Life Settlement Conference brought together a wide range of industry participants – including life settlement brokers, providers, service providers and institutional investing professionals – to discuss marketplace developments, regulatory and legislative updates, best practices when working with consumers and new business opportunities.

About the Life Insurance Settlement Association
The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

Media Contact:
Daryn Teague
805.358.3058
dteague@teaguecommunications.com

 
All news

6th Annual Institutional Investor Life Settlement Conference
Feb 22, 2016

Conference Agenda & Bios: Click here
Conference Presentation Materials: For password and log-in instructions contact sfleshman@lisa.org

Conference News
The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.
Life Insurance Settlement Association, 17 May 2016

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.

“The future of the U.S. life settlement market has never looked brighter, fueled by demographics trends that offer enormous potential to drive growth,” said Colin Devine, Principal of C. Devine & Associates and a veteran life insurance industry analyst. “With 75 million Baby Boomers retiring, there is no single solution that will address all of their financial challenges. Life insurance settlements may increasingly become a core financial planning tool for these seniors as they look at all available assets to produce retirement income and address long-term care needs.

Devine walked conference attendees through developments in the life insurance industry, including product trends and M&A activity in the works. He also reviewed a number of regulatory changes underway that are designed to increase consumer protections throughout the financial services and life insurance industries.

In addition to Devine, the conference featured keynote addresses from Paul Green, Director of the Institute for Politics at Roosevelt University in Chicago, who provided a geopolitical forecast, and S. Jay Olshansky, Ph.D., Professor in the School of Public Health at the University of Illinois at Chicago, who shared some of his latest research on estimating life expectancy.

“There are encouraging signs that we have transitioned to growth from all corners of the life settlement industry,” said Cyndi Poveda, CEO of Life Equity LLC and chair of LISA. “Consumer awareness of the life settlement option is growing, the infrastructure of our industry is stronger and capital continues to enter the market from institutional investors. This is a healthy industry that is well positioned for sustained long-term growth.”

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 65 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

“As consumer awareness of life settlements increases, and seniors begin to strike out on their own to explore the possibility of selling a life insurance policy, the next frontier for our industry may be connecting consumers directly with a broker or a provider to purchase that policy,” said Darwin M. Bayston, CFA, President and CEO of LISA. Bayston moderated a panel, “Considerations When Working Directly with the Consumer,” which featured comments based on hands-on experience from Alan Buerger, CEO of Coventry Direct, C.E. “Bud” Dean, managing partner of ReverseLifeInsurance.com, and Peter Colis, CEO of Ovid Corp.

Other conference session topics included the latest underwriting and life expectancy trends, economic forecasts and how they will affect the life settlement industry and consumers, fiduciary standards for advisors and analysis of the Department of Labor’s new fiduciary rule, the newest information on Cost of Insurance (COI) increases and in-depth coverage of investor issues.

LISA’s 2016 Spring Life Settlement Conference brought together a wide range of industry participants – including life settlement brokers, providers, service providers and institutional investing professionals – to discuss marketplace developments, regulatory and legislative updates, best practices when working with consumers and new business opportunities.

About the Life Insurance Settlement Association
The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

Media Contact:
Daryn Teague
805.358.3058
dteague@teaguecommunications.com

 
All news

2015


21st Annual Fall Life Settlement & Compliance Conference
Oct 19-20, 2015

Conference Agenda & Bios: Click here
Conference Presentation Materials (Password Required): Click here

Conference News
The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.
Life Insurance Settlement Association, 17 May 2016

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.

“The future of the U.S. life settlement market has never looked brighter, fueled by demographics trends that offer enormous potential to drive growth,” said Colin Devine, Principal of C. Devine & Associates and a veteran life insurance industry analyst. “With 75 million Baby Boomers retiring, there is no single solution that will address all of their financial challenges. Life insurance settlements may increasingly become a core financial planning tool for these seniors as they look at all available assets to produce retirement income and address long-term care needs.

Devine walked conference attendees through developments in the life insurance industry, including product trends and M&A activity in the works. He also reviewed a number of regulatory changes underway that are designed to increase consumer protections throughout the financial services and life insurance industries.

In addition to Devine, the conference featured keynote addresses from Paul Green, Director of the Institute for Politics at Roosevelt University in Chicago, who provided a geopolitical forecast, and S. Jay Olshansky, Ph.D., Professor in the School of Public Health at the University of Illinois at Chicago, who shared some of his latest research on estimating life expectancy.

“There are encouraging signs that we have transitioned to growth from all corners of the life settlement industry,” said Cyndi Poveda, CEO of Life Equity LLC and chair of LISA. “Consumer awareness of the life settlement option is growing, the infrastructure of our industry is stronger and capital continues to enter the market from institutional investors. This is a healthy industry that is well positioned for sustained long-term growth.”

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 65 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

“As consumer awareness of life settlements increases, and seniors begin to strike out on their own to explore the possibility of selling a life insurance policy, the next frontier for our industry may be connecting consumers directly with a broker or a provider to purchase that policy,” said Darwin M. Bayston, CFA, President and CEO of LISA. Bayston moderated a panel, “Considerations When Working Directly with the Consumer,” which featured comments based on hands-on experience from Alan Buerger, CEO of Coventry Direct, C.E. “Bud” Dean, managing partner of ReverseLifeInsurance.com, and Peter Colis, CEO of Ovid Corp.

Other conference session topics included the latest underwriting and life expectancy trends, economic forecasts and how they will affect the life settlement industry and consumers, fiduciary standards for advisors and analysis of the Department of Labor’s new fiduciary rule, the newest information on Cost of Insurance (COI) increases and in-depth coverage of investor issues.

LISA’s 2016 Spring Life Settlement Conference brought together a wide range of industry participants – including life settlement brokers, providers, service providers and institutional investing professionals – to discuss marketplace developments, regulatory and legislative updates, best practices when working with consumers and new business opportunities.

About the Life Insurance Settlement Association
The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

Media Contact:
Daryn Teague
805.358.3058
dteague@teaguecommunications.com

 
All news

21st Annual Spring Life Settlement Conference
May 4-5, 2015

Conference Agenda & Bios: Click here
Conference Presentation Materials (Password Required): Click here

Conference News
The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.
Life Insurance Settlement Association, 17 May 2016

The U.S. life settlement industry is well positioned for sustained long-term growth, according to speakers at the Life Insurance Settlement Association’s (LISA) 22nd Annual Spring Life Settlement Conference, held over the past two days at the Hilton Palmer House in Chicago.

“The future of the U.S. life settlement market has never looked brighter, fueled by demographics trends that offer enormous potential to drive growth,” said Colin Devine, Principal of C. Devine & Associates and a veteran life insurance industry analyst. “With 75 million Baby Boomers retiring, there is no single solution that will address all of their financial challenges. Life insurance settlements may increasingly become a core financial planning tool for these seniors as they look at all available assets to produce retirement income and address long-term care needs.

Devine walked conference attendees through developments in the life insurance industry, including product trends and M&A activity in the works. He also reviewed a number of regulatory changes underway that are designed to increase consumer protections throughout the financial services and life insurance industries.

In addition to Devine, the conference featured keynote addresses from Paul Green, Director of the Institute for Politics at Roosevelt University in Chicago, who provided a geopolitical forecast, and S. Jay Olshansky, Ph.D., Professor in the School of Public Health at the University of Illinois at Chicago, who shared some of his latest research on estimating life expectancy.

“There are encouraging signs that we have transitioned to growth from all corners of the life settlement industry,” said Cyndi Poveda, CEO of Life Equity LLC and chair of LISA. “Consumer awareness of the life settlement option is growing, the infrastructure of our industry is stronger and capital continues to enter the market from institutional investors. This is a healthy industry that is well positioned for sustained long-term growth.”

A life settlement is the sale of a person’s life insurance policy to a third-party investor. In a life settlement, the policy’s owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically 65 or older, with a life insurance policy that has a “face value” (death benefit) of more than $100,000.

“As consumer awareness of life settlements increases, and seniors begin to strike out on their own to explore the possibility of selling a life insurance policy, the next frontier for our industry may be connecting consumers directly with a broker or a provider to purchase that policy,” said Darwin M. Bayston, CFA, President and CEO of LISA. Bayston moderated a panel, “Considerations When Working Directly with the Consumer,” which featured comments based on hands-on experience from Alan Buerger, CEO of Coventry Direct, C.E. “Bud” Dean, managing partner of ReverseLifeInsurance.com, and Peter Colis, CEO of Ovid Corp.

Other conference session topics included the latest underwriting and life expectancy trends, economic forecasts and how they will affect the life settlement industry and consumers, fiduciary standards for advisors and analysis of the Department of Labor’s new fiduciary rule, the newest information on Cost of Insurance (COI) increases and in-depth coverage of investor issues.

LISA’s 2016 Spring Life Settlement Conference brought together a wide range of industry participants – including life settlement brokers, providers, service providers and institutional investing professionals – to discuss marketplace developments, regulatory and legislative updates, best practices when working with consumers and new business opportunities.

About the Life Insurance Settlement Association
The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

Media Contact:
Daryn Teague
805.358.3058
dteague@teaguecommunications.com

 
All news

5th Annual Institutional Investor Life Settlement Conference
February 23, 2015 - New York City 


Conference Agenda & Bios: Click here
Conference Presentation Materials (Password Required): Click here
Untitled Document

 

2014


   

Oct 5-7

20th Annual Fall Life Settlement Conference
Scottsdale, AZ

Conference Presentation Materials:
Click here

Conference Agenda & Bios:
Click here


   
 
   

April 30 - May 2
20th Annual Spring Life Settlement Conference
Washington, DC

Conference Presentation Materials: Click here

Conference Agenda & Bios: Click here


   
 
   
February 24

4th Annual Institutional Investor Life Settlement Conference
New York, NY
   
 
   

2013

     
Oct 9-11

19th Annual Fall Life Settlement and Compliance Conference
Orlando, FL
   
 
   
May 29-31

19th Annual Spring Life Settlement Conference
Las Vegas, NV
   
 
   
March 11

3rd Annual Institutional Investor Life Settlement Conference
New York, NY
   

2012

     
Nov 7-9

18th Annual Fall Life Settlement Conference
Orlando, FL
   
 
   
May 21-23

18th Annual Spring Life Settlement Conference
Philadelphia, PA
   
 
   
February 22

2nd Annual Institutional Investor Life Settlement Conference
New York, NY
   
 
   

2011

 

 

 
 
   

October 3-5

17th Annual Fall Conference
Atlanta, GA
 
 
   

October 3

2011 Compliance Conference
Atlanta, GA
 
 
   

May 4-6

17th Annual Spring Conference
Washington, DC
 
 
   

March 2

1st Institutional Investor Life Settlement Conference
New York, NY
 
 
   

2010

 

2010

 
November 10-12

16th Annual Fall Conference
Miami Beach, FL
  June 8th, 2010

Privacy, Fraud, Licensing and Other Issues
Slides
Kathleen Birrane - Maple Life Financial & MLF LexServ
Bryan Freeman - Habersham Funding, LLC
David Souders - Todd Associates

August 26-27

Compliance Conference & Legal Roundtable
Atlanta, GA

Purchase the recording!

  May 26th, 2010

Canadian Life Settlement Market
Slides
Danial Kahan - Canadian Life Options
  April 28th-30th

16th Annual Spring Conference
Washington, DC

 


January 14th, 2010
 
Life Settlement Reporting for Providers
Slides
Brian Staples - Right LLC
Jim Maxson - Morris, Manning & Martin
John McCarroll - Q Capital Strategies
  April 28th

IL Insurance Licensing Workshop
Washington, DC
   
January 12th, 2010

Life Settlement Reporting for Brokers
Slides
Brian Staples - Right LLC
Joy Dawe - Crump Life Insurance
  February 23rd-26th

2010 European Trade Mission
London, Luxembourg, Zurich
 
       





2009

 

2009

 

November 8th - 10th

15th Annual Fall Conference
New York, NY


December 9th, 2009

Liability Risk Related to the Use, Storage and Transfer of Private and Confidential Information - RECORDING AND SLIDES NOT AVAILABLE PER SPEAKERS
Brian Casey - Locke Lord Bissell & Liddell
David Souders - Todd Associates, Inc.

November 8th

Life Settlement Investor Workshop
New York, NY

 


September 9th, 2009

Life Settlement Tax Compliance
Daniel Harris - LISA
Steven Huttler - Sadis & Goldberg
Roger Lorence - Sadis & Goldberg
Tucker Shumack - Capital Counsel
Kirk Van Brunt - Locke, Lord, Bissell & Liddell

October 1st - 2nd

Compliance Conference
Orlando, FL


August 13th & 18th, 2009

Life Settlement Regulation: 2 Part Series
Doug Head - LISA
Joy Dawe - Life Settlement Insights
Adam Hicks - Habersham Funding, LLC

August 7th

Broker Summit
Orlando, FL

 
July 28th, 2009

Longevity and Mortality Risk as Part of a Hedge Fund Portfolio
Vishaal Bhuyan - VBBhuyan & Co.

May 6th - 8th

15th Annual Spring Conference
New York, NY

   

May 6th

Life Settlement Investor Workshop
New York, NY

   

2008

 

November 6th - 7th

14th Annual Fall Conference
Washington, DC



October 3rd

Producer Seminar - Chicago
Chicago, IL



October 1st

Producer Seminar - Atlanta
Atlanta, GA



September 25th - 26th

2008 Compliance Conference
Las Vegas, NV



September 4th - 5th

2008 Broker Summit
Orlando, FL



August 26th

Producer Seminar - Seattle
Seattle, WA



August 7th - 8th

2008 Industry Services Forum
Orlando, FL



May 14th - 16th 

14th Annual Spring Conference 
Washington D.C. 



April 4th - 5th

2008 Provider Summit
Orlando, FL



January 14th - 16th

2008 Compliance Conference
Washington, DC







2007

 

November 23rd - 25th

13th Annual Fall Conference
New York, NY