LISA | 18th Annual Life Settlement Fall Conference

DISCOUNTS AND INCENTIVES

INSTITUTIONAL INVESTORS

Member

Non Member

First Time Institutional Investor Attendees are Complimentary!

Free Registration

If you recruit two non-LISA members* who have not previously attended a LISA Fall or Spring Conference, you will receive a registration to attend the 2012 Fall Conference at no charge.

If you have already registered for the Conference, LISA will credit your account for the amount of your conference registration.

There are no limits on the number of employees from your firm that can take advantage of this opportunity.

Bottom line: We wholeheartedly encourage you to attend and help make this the best LISA conference ever

*Only applies to Non LISA members who registers at the Non-Member Rate and do not qualify for any additional discount or category.

(Please understand that Institutional Investors that are Non-Members eligible for a complimentary rate and non-members from the same firm that register at the $350 discount rate will not qualify as non-member guests that grant eligibility for a free registration)

Get up to $1,000 back when you become a member!

LISA is offering complimentary registration for first time institutional investors who have never attended LISA's Spring or Fall Annual Conferences.

This offer is valid for one attendee per company. All additional individuals from that same company will receive our discounted rate of $350.

In order to receive the complimentary rate, the individual must:

Be an Institutional Investor:

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.

Apply for qualification: Please fill out the following FORM and email it to events@lisassociation.org or fax it to 407-897-1325 to be reviewed.
Receive the acceptance email: After your application is approved, you will receive an email with directions on how to register for the complimentary rate and also the discounted rate for the other individuals from your company.

Disclaimer:

To qualify for this incentive, you must be:

First time attendee of LISA's Annual Conference
Qualified as an Institutional Investor

LISA reserves the right to approve or deny your company for this discount. This discount cannot be used in conjunction with any other discounted rate. If LISA exceeds our maximum limit of complimentary Institutional Investors registrants for our conference all current rates on the Fees & Deadlines page will apply.

Contact:

To apply for this discount, please email:

events@lisassociation.org

LISA encourages Non-Member companies to attend the annual conferences. Still, our purpose in allowing Non-Member companies to attend is to promote membership. Please closely review one of our membership perks; discounted rates for our conferences for being a Member of LISA.
Membership has its advantages!

An Important Note to
Non-members:

If your company applies for LISA membership within thirty (30) days before or after the conference and membership is granted, you will receive a credit equal to the difference between the Non-Member conference fee paid and the corresponding Member fee towards future membership dues. Please note the following pre-conditions:

Application must be post-marked within the thirty (30) day period before or after the conference.
The application must be complete, including payment of the non-refundable $500 application fee, and presented to the Board of Directors within ninety (90) days of post-marked date.
The credit will be distributed via the quarterly dues that are due on the first day of the quarter.

To find out more about becoming a member of LISA as well as learn about the perks, please visit our website.

Contact:

Director of Legal Affairs

Daniel Harris dharris@lisa.org

Sponsorship Opportunities

Learn more about our
sponsorship and exhibit space opportunities.

Please contact wcosta@lisa.org.

PLATINUM SPONSORS:

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.

SILVER SPONSORS:

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.

Host Hotel

Reserve your room under our LISA room block to receive our discounted rate of $189!

Click here or our Location tab to find out more information and to reserve your room. Space is limited, hurry and book!