Joining the Life Insurance Settlement Association is nothing short a smart decision.

LISA offers two types of membership:  Regular Voting and the Associate Membership.

Each offers its own benefits and distinctions to provide you with the most accessibility and resources to meet your business needs while saving time, money and resources.

Secure your LISA membership today to stay up-to-date on the latest activities in a variety of areas, including:

  •  Insurance
  •  Securities
  •  Legislation and regulation affecting the industry
  •  Consumer Protection
  •  Education & Awareness
  •  Advocacy

LISA membership offers access to ALL the important resources you need to perform your services in compliance with state regulations while meeting the standards of the Association:

LISA Website

Access an unparalleled array of information critical to your business interests, including:

  •  Currently proposed and enacted state and federal laws.
  •  Emerging regulatory developments in the industry.
  •  Important legal decisions.
  •  The latest actions by state and federal legislative bodies.
  •  Breaking news in our exclusive News Rooms.
  •  Industry research and white papers.

LISA membership also enables you to use the LISA logo on your company website. In addition, enjoy 24/7 public representation and lead generation opportunities on our public website.

LISA Conference Calls

Stay in touch with industry developments crucial to your business interests through our conference calls. The calls provide substantive forums in which to discuss timely industry topics, important legislative and regulatory developments, and other key issues. You can also voice your unique concerns to LISA leadership and receive immediate feedback.

Life Insurance Settlement Education

LISA can provide you with approved continuing education courses that you can use as marketing tools to host events and presentations for potential clients. In addition, members can advertise that these courses are eligible for continuing education credits to consumer advisors such as Certified Financial Planners, Certified Public Accountants, attorneys and insurance agents

One of the key benefits is that LISA helps you with all the education compliance required by different state departments of insurance, Certified Financial Planner Board of Standards, National Association of State Boards of Accountancy and state bar associations. Examples of compliance requirements include handling the certification of instructors, scheduling of courses, sign-in sheets, evaluation forms, advertising compliance, credit reporting, certificates of completion and archival of documents.

As an Associate Member, LISA-developed courses help you focus on generating new leads and foster your client’s interaction within the industry.

As a Voting Member, you can benefit even more by personalizing LISA’s courses with your company’s logo and branding standards. With LISA’s endorsement and co-branding, your courses will be perceived as of a higher caliber and you will have a competitive edge, along with an additional avenue to generate leads.

LISA License Matrix (Exclusive to Regular Members)

Store and track life settlement licenses and archive expired licenses with 24/7 access to the License Matrix — a fully secure, online repository for all active and current licenses.

You can also schedule and receive email alerts when a license is due for renewal. It's now easier than ever to maintain a fully tracked library of licenses with just the click of a mouse!

Legislative and Regulatory Tools

As a LISA member, you have access to primary state and federal documents, including all relevant applications, forms and required materials. All past and current state laws and regulations are permanently accessible, and all proposed legislation and regulation is tracked, commented on, and made available to you.
LISA’s analyses and updates cover the complete legislative and regulatory landscape. As a LISA member, you can stay up-to-date on the activities of non- and quasi-governmental organizations such NCOIL, NAIC, ACLI, NAIFA, and many others. Documents originating with these organizations are also collected, commented on and made available. All legal proceedings relating to life settlements or related issues are tracked and accessible as well. You receive a thorough breakdown of each case, and all relevant supporting documents.  You can also use an advanced case search to research any related legal proceedings.

LISA Conferences, Seminars, Events

Enjoy significantly reduced conference rates and members-only access to issue-specific summits, forums, seminars, and other special events.

Easily the largest and most diverse gathering of industry professionals in the secondary market, our annual conferences have consistently drawn hundreds of attendees for more than a decade.

With all these benefits, it’s easy to see why LISA membership is a great value. So why wait?