Mainstreaming Life Settlements from Consumers to Investors

This fall, LISA will be in Orlando, FL to host the largest life settlement conference in the industry. Institutional investors, life settlement brokers, providers, intermediaries and regulators will come together to address the most pressing issues in the life settlement industry. This year’s event will be held on Wednesday, November 7-9 at the Loews Portofino Bay Hotel in Orlando, FL and offers the unique opportunity to convene with peers exclusively dedicated to life settlement industry.

In the 21st century, the life settlement industry has every reason to be optimistic.  Millions of Baby Boomers hold hundreds of billions of dollars of life insurance that could become life settlements.  Boomers’ need for financial resources is well documented.  Their life insurance policies are an important resource in meeting their retirement needs. 

LISA’s 18th Annual Fall Conference focuses on how to mainstream life settlement marketing, education, and awareness to that audience of consumer policyholders and investors.  Today’s technologies offer innovative approaches to marketing, along with avenues for reaching the masses with maximum impact and low cost through social media (such as blogs, Twitter, Facebook, and LinkedIn) and other digital forms. 

Don't miss the opportunity to attend the most highly anticipated life settlement conference of the year.

I look forward to seeing you in Orlando.

President & CEO

Who will attend?

Experience the sights and sounds of the Italian Riviera at Loews Portofino Bay Hotel at Universal Orlando®

As an on-site hotel guest, you’ll SKIP THE REGULAR LINES at participating rides and attractions with FREE* Universal ExpressSM Unlimited ride access in both Universal Orlando theme parks. It’s the fastest way to ride – enjoy unparalleled access all day long, as often as you’d like, just by showing your hotel room key card at each express entrance.  A BENEFIT WORTH UP TO $89^ PER PERSON, PER DAY.

Qualified Institutional Investors will receive one complimentary registration per company.

To be considered a qualified institutional investor you must be an executive of a pension, endowment and/or foundation sponsor, or be a principal, partner, director, or an executive of a registered investment advisory firm responsible for management of a pension, endowment and/or foundation with assets in excess of $50 million. You may also qualify if you are an executive with an investment consultant firm of a qualified institutional investor . To qualify for the Institutional Investor complimentary rate all applications must be sent for review prior to the day of the event.

You may also qualify if you are an executive with an investment consultant firm to one of the above qualified institutional investors.  Please contact us for more information.
 

For more than 25 years, Coventry has been redefining insurance. By uniquely bridging capital and insurance markets, we created the secondary market for life insurance and pioneered the resulting life settlement industry, opening a wealth of opportunities for consumers, financial professionals, and institutional investors alike.  Our efforts have delivered more than $3 billion to consumers for life insurance they no longer need. Learn More.

At CMG Life Services, our experienced team of financial, legal, insurance and securities professionals is dedicated to “Delivering Institutional Grade Opportunities.”  We provide a full array of life settlement services to institutional clients, supported by our provider and broker-dealer affiliates, CMG Surety LLC and Sovereign-American Securities. 

Our proprietary analytical tools provide in-depth valuation analysis of policies acquired through modeling various metrics, including mortality, premium burden, and time horizons.  Following policy acquisition, we stand ready to provide portfolio management services, including premium payment, premium optimization, valuation, life tracking and benefit collection services.  Our proprietary risk management model for policy acquisition, as well as our proven portfolio management capabilities, has enabled us, in the face of difficult market and industry conditions, to consistently access the institutional capital markets.  Our successful acquisition and management of over $3 billion (face) of policies that continue to exceed maturity projections validate our tools and our experience.
Learn More.
 

 Todd Associates is an insurance brokerage located in Cleveland Ohio with several practice areas including: Property and Casualty Insurance, Employee Benefits, Personal Insurance, and Professional Liability Insurance. Since Todd Associates was established in 1939, we have had a specialty in providing professional liability insurance solutions. The majority of our professional liability book of business is comprised of very industry specific niches including the life settlement / viatical industry which we began to service over a decade ago. Over the years, we have worked with nearly 100 industry participants in providing insurance and risk management solutions. From agents to fund managers, our book of business includes nearly every type of company involved in the life settlement transaction. This breadth of experience, gives us the tools to properly design insurance products for our clients.Learn More.

GWG Life has been in the secondary market for life insurance since 2004.  GWG Life has purchased over $1.3 billion in US policies and has maintained over $350 million in senior bank financing for the asset class.  GWG Life continues to give seniors a liquidity option to those who no longer need or want their policies.  Policyholders, brokers, and agents trust GWG Life for the strength and stability that come from our experienced management team and staff, and our alliances with world leading financial institutions.  GWG Life provides professional and expedient service, and maintains the highest standards in regulatory compliance.  Headquartered in Minneapolis, Minnesota, GWG Life brings leadership to the life settlement marketplace.  Learn More.