2018


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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! 
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(Please note that some presentations may not be included in the recordings)

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Conference News

At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?
By: Peter Katz and Robin Weinberger

May 27, 2015

At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?

From the investment standpoint, there is now more confidence in the life expectancies used to price policies. In addition, there are still few places to invest that can yield anywhere close to the double digit returns that investors project for life settlements. Life settlements, as a mortality-based investment, are largely uncorrelated with the stock and bond markets. And finally, the regulatory framework is in place to protect the integrity of the business. Therefore, investor demand for policies has grown, which has increased the price that investors are willing to offer for them.

Life settlements should be viewed as an alternative to lapse or surrender, not as an alternative to keeping coverage. With that in mind, here are some interesting statistics regarding lapses:

•         At the LISA Conference, Bryan Freeman, President of Habersham Funding, reported that 93% of all policies lapse without a cash benefit and 99% of all term policies pay no benefit at all.
•         A 2010 study of seniors over 65, reported by the Insurance Studies Institute, revealed that 90% of seniors who lapsed a policy would have considered a life settlement if they had been aware of the possibility.
•         Based on a 2012 LIMRA/SOA Persistency Study, that used 2008 data, it is estimated that $80 to $112 billion of face amount in policies lapsed that year were on seniors 65 and older.

So large amounts of life insurance are lapsed by seniors each year and yet the life settlement industry wants more policies to invest in? What is wrong with this picture?

Lack of knowledge is the key to the supply problem. If everyone who could have been eligible for a life settlement knew about this option, policy flow would take care of itself. As financial advisors, we owe it to our clients and their advisors to be sure that they know of the life settlement option when a policy is about to be lapsed or surrendered.

What really highlights the need for additional knowledge is to read though the ads in AARP Magazine. How many readers wish they could afford scooters to get around, lifts to get up steps, walk-in bath tubs, hearing aids or home health care? How many of these same folks are lapsing their insurance because they no longer can afford the premium payments, and how many of these same folks could use a source of money to help pay for things that would enhance the quality of their remaining lives?

As insurance professionals, it's our responsibility to stay in touch with our clients, to review their policies, their current objectives and their financial resources. If a life settlement could be the solution to a problem, you owe it to them to bring up the topic at the time when the dollars can be most meaningful and before they lapse or surrender their policy. As you uncover more information that could lead to a settlement, please be sure to give us a call. On behalf of your clients, remember - it can't hurt to try, it can only hurt not to!

When asking the former President of Connecticut Mutual, Sy Raboy, what he thought of life settlements and the future of the business, he said, "That's easy - it's good for the consumer, and so it's here to stay!" We couldn't have said it any better.

Contact Us:

Robin S. Weinberger, CLU, ChFC, CLTC
(617) 451-3343
 
Peter N. Katz, JD, CLU, ChFC
(860) 673-3642
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! 
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Conference News

At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?
By: Peter Katz and Robin Weinberger

May 27, 2015

At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?

From the investment standpoint, there is now more confidence in the life expectancies used to price policies. In addition, there are still few places to invest that can yield anywhere close to the double digit returns that investors project for life settlements. Life settlements, as a mortality-based investment, are largely uncorrelated with the stock and bond markets. And finally, the regulatory framework is in place to protect the integrity of the business. Therefore, investor demand for policies has grown, which has increased the price that investors are willing to offer for them.

Life settlements should be viewed as an alternative to lapse or surrender, not as an alternative to keeping coverage. With that in mind, here are some interesting statistics regarding lapses:

•         At the LISA Conference, Bryan Freeman, President of Habersham Funding, reported that 93% of all policies lapse without a cash benefit and 99% of all term policies pay no benefit at all.
•         A 2010 study of seniors over 65, reported by the Insurance Studies Institute, revealed that 90% of seniors who lapsed a policy would have considered a life settlement if they had been aware of the possibility.
•         Based on a 2012 LIMRA/SOA Persistency Study, that used 2008 data, it is estimated that $80 to $112 billion of face amount in policies lapsed that year were on seniors 65 and older.

So large amounts of life insurance are lapsed by seniors each year and yet the life settlement industry wants more policies to invest in? What is wrong with this picture?

Lack of knowledge is the key to the supply problem. If everyone who could have been eligible for a life settlement knew about this option, policy flow would take care of itself. As financial advisors, we owe it to our clients and their advisors to be sure that they know of the life settlement option when a policy is about to be lapsed or surrendered.

What really highlights the need for additional knowledge is to read though the ads in AARP Magazine. How many readers wish they could afford scooters to get around, lifts to get up steps, walk-in bath tubs, hearing aids or home health care? How many of these same folks are lapsing their insurance because they no longer can afford the premium payments, and how many of these same folks could use a source of money to help pay for things that would enhance the quality of their remaining lives?

As insurance professionals, it's our responsibility to stay in touch with our clients, to review their policies, their current objectives and their financial resources. If a life settlement could be the solution to a problem, you owe it to them to bring up the topic at the time when the dollars can be most meaningful and before they lapse or surrender their policy. As you uncover more information that could lead to a settlement, please be sure to give us a call. On behalf of your clients, remember - it can't hurt to try, it can only hurt not to!

When asking the former President of Connecticut Mutual, Sy Raboy, what he thought of life settlements and the future of the business, he said, "That's easy - it's good for the consumer, and so it's here to stay!" We couldn't have said it any better.

Contact Us:

Robin S. Weinberger, CLU, ChFC, CLTC
(617) 451-3343
 
Peter N. Katz, JD, CLU, ChFC
(860) 673-3642
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
At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?
By: Peter Katz and Robin Weinberger

May 27, 2015

At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?

From the investment standpoint, there is now more confidence in the life expectancies used to price policies. In addition, there are still few places to invest that can yield anywhere close to the double digit returns that investors project for life settlements. Life settlements, as a mortality-based investment, are largely uncorrelated with the stock and bond markets. And finally, the regulatory framework is in place to protect the integrity of the business. Therefore, investor demand for policies has grown, which has increased the price that investors are willing to offer for them.

Life settlements should be viewed as an alternative to lapse or surrender, not as an alternative to keeping coverage. With that in mind, here are some interesting statistics regarding lapses:

•         At the LISA Conference, Bryan Freeman, President of Habersham Funding, reported that 93% of all policies lapse without a cash benefit and 99% of all term policies pay no benefit at all.
•         A 2010 study of seniors over 65, reported by the Insurance Studies Institute, revealed that 90% of seniors who lapsed a policy would have considered a life settlement if they had been aware of the possibility.
•         Based on a 2012 LIMRA/SOA Persistency Study, that used 2008 data, it is estimated that $80 to $112 billion of face amount in policies lapsed that year were on seniors 65 and older.

So large amounts of life insurance are lapsed by seniors each year and yet the life settlement industry wants more policies to invest in? What is wrong with this picture?

Lack of knowledge is the key to the supply problem. If everyone who could have been eligible for a life settlement knew about this option, policy flow would take care of itself. As financial advisors, we owe it to our clients and their advisors to be sure that they know of the life settlement option when a policy is about to be lapsed or surrendered.

What really highlights the need for additional knowledge is to read though the ads in AARP Magazine. How many readers wish they could afford scooters to get around, lifts to get up steps, walk-in bath tubs, hearing aids or home health care? How many of these same folks are lapsing their insurance because they no longer can afford the premium payments, and how many of these same folks could use a source of money to help pay for things that would enhance the quality of their remaining lives?

As insurance professionals, it's our responsibility to stay in touch with our clients, to review their policies, their current objectives and their financial resources. If a life settlement could be the solution to a problem, you owe it to them to bring up the topic at the time when the dollars can be most meaningful and before they lapse or surrender their policy. As you uncover more information that could lead to a settlement, please be sure to give us a call. On behalf of your clients, remember - it can't hurt to try, it can only hurt not to!

When asking the former President of Connecticut Mutual, Sy Raboy, what he thought of life settlements and the future of the business, he said, "That's easy - it's good for the consumer, and so it's here to stay!" We couldn't have said it any better.

Contact Us:

Robin S. Weinberger, CLU, ChFC, CLTC
(617) 451-3343
 
Peter N. Katz, JD, CLU, ChFC
(860) 673-3642
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
At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?
By: Peter Katz and Robin Weinberger

May 27, 2015

At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?

From the investment standpoint, there is now more confidence in the life expectancies used to price policies. In addition, there are still few places to invest that can yield anywhere close to the double digit returns that investors project for life settlements. Life settlements, as a mortality-based investment, are largely uncorrelated with the stock and bond markets. And finally, the regulatory framework is in place to protect the integrity of the business. Therefore, investor demand for policies has grown, which has increased the price that investors are willing to offer for them.

Life settlements should be viewed as an alternative to lapse or surrender, not as an alternative to keeping coverage. With that in mind, here are some interesting statistics regarding lapses:

•         At the LISA Conference, Bryan Freeman, President of Habersham Funding, reported that 93% of all policies lapse without a cash benefit and 99% of all term policies pay no benefit at all.
•         A 2010 study of seniors over 65, reported by the Insurance Studies Institute, revealed that 90% of seniors who lapsed a policy would have considered a life settlement if they had been aware of the possibility.
•         Based on a 2012 LIMRA/SOA Persistency Study, that used 2008 data, it is estimated that $80 to $112 billion of face amount in policies lapsed that year were on seniors 65 and older.

So large amounts of life insurance are lapsed by seniors each year and yet the life settlement industry wants more policies to invest in? What is wrong with this picture?

Lack of knowledge is the key to the supply problem. If everyone who could have been eligible for a life settlement knew about this option, policy flow would take care of itself. As financial advisors, we owe it to our clients and their advisors to be sure that they know of the life settlement option when a policy is about to be lapsed or surrendered.

What really highlights the need for additional knowledge is to read though the ads in AARP Magazine. How many readers wish they could afford scooters to get around, lifts to get up steps, walk-in bath tubs, hearing aids or home health care? How many of these same folks are lapsing their insurance because they no longer can afford the premium payments, and how many of these same folks could use a source of money to help pay for things that would enhance the quality of their remaining lives?

As insurance professionals, it's our responsibility to stay in touch with our clients, to review their policies, their current objectives and their financial resources. If a life settlement could be the solution to a problem, you owe it to them to bring up the topic at the time when the dollars can be most meaningful and before they lapse or surrender their policy. As you uncover more information that could lead to a settlement, please be sure to give us a call. On behalf of your clients, remember - it can't hurt to try, it can only hurt not to!

When asking the former President of Connecticut Mutual, Sy Raboy, what he thought of life settlements and the future of the business, he said, "That's easy - it's good for the consumer, and so it's here to stay!" We couldn't have said it any better.

Contact Us:

Robin S. Weinberger, CLU, ChFC, CLTC
(617) 451-3343
 
Peter N. Katz, JD, CLU, ChFC
(860) 673-3642
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
At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?
By: Peter Katz and Robin Weinberger

May 27, 2015

At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?

From the investment standpoint, there is now more confidence in the life expectancies used to price policies. In addition, there are still few places to invest that can yield anywhere close to the double digit returns that investors project for life settlements. Life settlements, as a mortality-based investment, are largely uncorrelated with the stock and bond markets. And finally, the regulatory framework is in place to protect the integrity of the business. Therefore, investor demand for policies has grown, which has increased the price that investors are willing to offer for them.

Life settlements should be viewed as an alternative to lapse or surrender, not as an alternative to keeping coverage. With that in mind, here are some interesting statistics regarding lapses:

•         At the LISA Conference, Bryan Freeman, President of Habersham Funding, reported that 93% of all policies lapse without a cash benefit and 99% of all term policies pay no benefit at all.
•         A 2010 study of seniors over 65, reported by the Insurance Studies Institute, revealed that 90% of seniors who lapsed a policy would have considered a life settlement if they had been aware of the possibility.
•         Based on a 2012 LIMRA/SOA Persistency Study, that used 2008 data, it is estimated that $80 to $112 billion of face amount in policies lapsed that year were on seniors 65 and older.

So large amounts of life insurance are lapsed by seniors each year and yet the life settlement industry wants more policies to invest in? What is wrong with this picture?

Lack of knowledge is the key to the supply problem. If everyone who could have been eligible for a life settlement knew about this option, policy flow would take care of itself. As financial advisors, we owe it to our clients and their advisors to be sure that they know of the life settlement option when a policy is about to be lapsed or surrendered.

What really highlights the need for additional knowledge is to read though the ads in AARP Magazine. How many readers wish they could afford scooters to get around, lifts to get up steps, walk-in bath tubs, hearing aids or home health care? How many of these same folks are lapsing their insurance because they no longer can afford the premium payments, and how many of these same folks could use a source of money to help pay for things that would enhance the quality of their remaining lives?

As insurance professionals, it's our responsibility to stay in touch with our clients, to review their policies, their current objectives and their financial resources. If a life settlement could be the solution to a problem, you owe it to them to bring up the topic at the time when the dollars can be most meaningful and before they lapse or surrender their policy. As you uncover more information that could lead to a settlement, please be sure to give us a call. On behalf of your clients, remember - it can't hurt to try, it can only hurt not to!

When asking the former President of Connecticut Mutual, Sy Raboy, what he thought of life settlements and the future of the business, he said, "That's easy - it's good for the consumer, and so it's here to stay!" We couldn't have said it any better.

Contact Us:

Robin S. Weinberger, CLU, ChFC, CLTC
(617) 451-3343
 
Peter N. Katz, JD, CLU, ChFC
(860) 673-3642
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
At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?
By: Peter Katz and Robin Weinberger

May 27, 2015

At the recent 21st Annual Spring Life Insurance Settlement Association (LISA) Conference held in Boston, there was one recurring theme - no matter what the topic, or who the speaker, the subject of the lack of policy flow into the marketplace cropped up again and again. All of a sudden, there is more cash to purchase policies than there are policies to buy. What happened?

From the investment standpoint, there is now more confidence in the life expectancies used to price policies. In addition, there are still few places to invest that can yield anywhere close to the double digit returns that investors project for life settlements. Life settlements, as a mortality-based investment, are largely uncorrelated with the stock and bond markets. And finally, the regulatory framework is in place to protect the integrity of the business. Therefore, investor demand for policies has grown, which has increased the price that investors are willing to offer for them.

Life settlements should be viewed as an alternative to lapse or surrender, not as an alternative to keeping coverage. With that in mind, here are some interesting statistics regarding lapses:

•         At the LISA Conference, Bryan Freeman, President of Habersham Funding, reported that 93% of all policies lapse without a cash benefit and 99% of all term policies pay no benefit at all.
•         A 2010 study of seniors over 65, reported by the Insurance Studies Institute, revealed that 90% of seniors who lapsed a policy would have considered a life settlement if they had been aware of the possibility.
•         Based on a 2012 LIMRA/SOA Persistency Study, that used 2008 data, it is estimated that $80 to $112 billion of face amount in policies lapsed that year were on seniors 65 and older.

So large amounts of life insurance are lapsed by seniors each year and yet the life settlement industry wants more policies to invest in? What is wrong with this picture?

Lack of knowledge is the key to the supply problem. If everyone who could have been eligible for a life settlement knew about this option, policy flow would take care of itself. As financial advisors, we owe it to our clients and their advisors to be sure that they know of the life settlement option when a policy is about to be lapsed or surrendered.

What really highlights the need for additional knowledge is to read though the ads in AARP Magazine. How many readers wish they could afford scooters to get around, lifts to get up steps, walk-in bath tubs, hearing aids or home health care? How many of these same folks are lapsing their insurance because they no longer can afford the premium payments, and how many of these same folks could use a source of money to help pay for things that would enhance the quality of their remaining lives?

As insurance professionals, it's our responsibility to stay in touch with our clients, to review their policies, their current objectives and their financial resources. If a life settlement could be the solution to a problem, you owe it to them to bring up the topic at the time when the dollars can be most meaningful and before they lapse or surrender their policy. As you uncover more information that could lead to a settlement, please be sure to give us a call. On behalf of your clients, remember - it can't hurt to try, it can only hurt not to!

When asking the former President of Connecticut Mutual, Sy Raboy, what he thought of life settlements and the future of the business, he said, "That's easy - it's good for the consumer, and so it's here to stay!" We couldn't have said it any better.

Contact Us:

Robin S. Weinberger, CLU, ChFC, CLTC
(617) 451-3343
 
Peter N. Katz, JD, CLU, ChFC
(860) 673-3642
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