Upcoming Events

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Tuesday, September 9, 2014

1:00 – 2:00 pm ET
12:00 pm – 1:00 pm CT
10:00 ­am – 11:00 am PT

Webinar Participation

To register, please click on the link below. Once you have registered, you will receive a confirmation e-mail with instructions for joining the meeting. 

CLICK HERE TO REGISTER

Agenda
Now that July 1, 2014, the primary delayed effective date for the implementation of the Foreign Account Tax Compliance Act (FATCA), has passed, life settlement investment fund managers and advisers must understand what are their FATCA compliance obligations.
This webinar will address:

When is a life settlement investment fund a foreign financial institution (FFI) verses a non-financial foreign financial institution (NFFI)?

What investor due diligence is required for life settlement investment fund managers, when must it be done and what happens if investors don’t comply?

When does the FATCA withholding tax apply?

What countries have entered into intergovernmental agreements, and how do they affect FATCA compliance?

When does a life settlement investment fund have to register with the Internal Revenue Service?
What FATCA compliance requirements should life settlement investment funds expect from life insurance companies? 

Speakers:
Darwin Bayston, President and Chief Executive Officer, Life Insurance Settlement Association
Brian T. Casey,Co-Chair of Locke Lord’s Regulatory and Transactional Insurance Practice Group
Kirk Van Brunt ,Tax Partner , Locke Lord

 

 

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For Life Settlement Professionals and anyone interested in becoming a part of this booming business.
  • Learn the latest industry trends.
  • Network with top industry players.
  • Receive market updates from expert speakers.
  • Participate in interactive sessions.
  • Attend marketing sessions to help you grow your business.
  • Gain insight from topics covering all aspets of the life settlement transaction from consumer to investor.
    | Learn More About the Event and Register Here|
 
    PlatinumSponsors:  
 
 
 
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For Compliance Professionals and Attorneys.
 
 
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For Advisors, Agents and professionals new or interested in the industry.
  • Earn 6 CFP Continuing Education Credits.
  • Earn 6 Insurance Continuing Education Credits.
  • Earn 6 CLE Credits.
  • Gain a knowledge of the basics of the industry.
  • Learn how to offer Life Settlements as an option to clients who may need it.
  • Become knowledgeable about the transaction process, due diligence and fiduciary duty.
    | Learn More About the Event and Register Here|

2015

5th Annual Institutional Investor Life Settlement Conference

New York City - February 23, 2015
Ritz Carlton Battery Park | Additional Information will be available soon.


21st Annual Spring Life Settlement Conference

Boston, MA - May 3-5, 2015
Hyatt Regency Boston | Additional Information will be available soon.