2018


152934-LISA-Fall-Conf-V3

24th Annual Fall Life Settlement Conference

   

Conference Agenda & Bios: Click Here
Attendees Conference Presentation Materials :
https://event.crowdcompass.com/lisa24thfall
Use the Mobile APP Password to get access to presentations and handouts. 
They are also available on the event mobile app.
Questions? Contact wcosta@lisa.org

(Please note that presentations were not recorded)


151799-LISA-Annual-Spring-Conf18-Web2

24th Annual Life Settlement Conference

May 6-8, 2018

Conference Agenda & Bios: Click here
Attendees Conference Presentation Materials :
https://event.crowdcompass.com/24thspring
Use the Mobile APP Password to get access to presentations and handouts. 
They are also available on the event mobile app.
Questions? Contact wcosta@lisa.org

(Please note that presentations were not recorded)


Conference News

The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

LISA's Annual Fall Life Settlement ConferenceORLANDO, Fla., July 29, 2015 ) -- The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

This year's Fall Conference, "Waves of Change: Oceans of Opportunity," will focus on the new trends, key players and evolving business opportunities in the life settlement industry. The event is designed for various industry participants – including life settlement brokers, providers, financing entities and other investing professionals – as well as anyone interested in becoming a part of the business.

"The life settlement industry is enjoying a steady rise in market activity as more American seniors and their financial advisors become aware of the existence of the life settlement option as an alternative to lapsing or surrendering a life insurance policy," said Darwin Bayston, president and chief executive officer of LISA. "LISA's 2015 Fall Conference provides a relaxed beachfront atmosphere for professionals to connect, discuss and learn about new developments in our industry."

Discounted conference rates are available for anyone who registers by Friday, July 31st. For more information or to register now, please go to www.lisa.org.

The conference will open on October 18th with registration and an evening cocktail reception, then the sessions begin on October 19th with a welcome address from Bayston and Cyndi Poveda, chair of LISA and chief executive officer of Life Equity LLC.

The conference agenda includes a special feature general session – "The Driving Force: An Investor's Perspective of the Life Settlement Industry" – in which Poveda will conduct a one-on-one interview with Jeff Serra, the founder and chief executive officer of Vida Capital, Inc. Serra, who has quickly built Vida Capital from its start-up in 2009 to being a leader in the life settlement industry, will provide insights from the perspective of an institutional investor in the marketplace.

Jeffrey McGregor, a 34-year veteran of the insurance and financial services industries, will also deliver a feature presentation at the conference in which he will share insights about how to define brand strategy in the life settlement industry.

Other conference session topics include:

  • Do We Need That? Examining Life Settlement Closing Requirements
  • The Questions Around Fractionalized Investments in Life Settlements
  • Idiosyncrasies of Life Insurance Policy Products
  • Creating a Social Media Strategy
  • Medical Underwriting and Mortality Issues – Still the Key Component of Policy Valuations

In addition to the core educational and networking program, the conference also offers a dedicated life settlement compliance track, through which attorneys can earn between 7 to 8.4 CLE credits by attending educational sessions and a compliance program solution workshop.

For more information about CLE credits please go to www.lisa.org.

Continuing legal education credit will be applied for in a limited number of states where most LISA members are located. Attorneys can earn between 7 to 8.4 CLE credits. The final number of continuing legal education credits will depend if the state bases its credit on a 60-minute or 50-minute credit hour.

A life settlement is the sale of a person's life insurance policy to a third-party investor. In a life settlement, the policy's owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically aged 70 or older, with a life insurance policy that has a "face value" (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation's oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

All news

II8 Bannerupdate

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! 
Purchase the Presentations On Demand!
(Please note that some presentations may not be included in the recordings)

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Conference News

The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

LISA's Annual Fall Life Settlement ConferenceORLANDO, Fla., July 29, 2015 ) -- The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

This year's Fall Conference, "Waves of Change: Oceans of Opportunity," will focus on the new trends, key players and evolving business opportunities in the life settlement industry. The event is designed for various industry participants – including life settlement brokers, providers, financing entities and other investing professionals – as well as anyone interested in becoming a part of the business.

"The life settlement industry is enjoying a steady rise in market activity as more American seniors and their financial advisors become aware of the existence of the life settlement option as an alternative to lapsing or surrendering a life insurance policy," said Darwin Bayston, president and chief executive officer of LISA. "LISA's 2015 Fall Conference provides a relaxed beachfront atmosphere for professionals to connect, discuss and learn about new developments in our industry."

Discounted conference rates are available for anyone who registers by Friday, July 31st. For more information or to register now, please go to www.lisa.org.

The conference will open on October 18th with registration and an evening cocktail reception, then the sessions begin on October 19th with a welcome address from Bayston and Cyndi Poveda, chair of LISA and chief executive officer of Life Equity LLC.

The conference agenda includes a special feature general session – "The Driving Force: An Investor's Perspective of the Life Settlement Industry" – in which Poveda will conduct a one-on-one interview with Jeff Serra, the founder and chief executive officer of Vida Capital, Inc. Serra, who has quickly built Vida Capital from its start-up in 2009 to being a leader in the life settlement industry, will provide insights from the perspective of an institutional investor in the marketplace.

Jeffrey McGregor, a 34-year veteran of the insurance and financial services industries, will also deliver a feature presentation at the conference in which he will share insights about how to define brand strategy in the life settlement industry.

Other conference session topics include:

  • Do We Need That? Examining Life Settlement Closing Requirements
  • The Questions Around Fractionalized Investments in Life Settlements
  • Idiosyncrasies of Life Insurance Policy Products
  • Creating a Social Media Strategy
  • Medical Underwriting and Mortality Issues – Still the Key Component of Policy Valuations

In addition to the core educational and networking program, the conference also offers a dedicated life settlement compliance track, through which attorneys can earn between 7 to 8.4 CLE credits by attending educational sessions and a compliance program solution workshop.

For more information about CLE credits please go to www.lisa.org.

Continuing legal education credit will be applied for in a limited number of states where most LISA members are located. Attorneys can earn between 7 to 8.4 CLE credits. The final number of continuing legal education credits will depend if the state bases its credit on a 60-minute or 50-minute credit hour.

A life settlement is the sale of a person's life insurance policy to a third-party investor. In a life settlement, the policy's owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically aged 70 or older, with a life insurance policy that has a "face value" (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation's oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

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! 
Purchase the Presentations On Demand!

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Conference News

The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

LISA's Annual Fall Life Settlement ConferenceORLANDO, Fla., July 29, 2015 ) -- The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

This year's Fall Conference, "Waves of Change: Oceans of Opportunity," will focus on the new trends, key players and evolving business opportunities in the life settlement industry. The event is designed for various industry participants – including life settlement brokers, providers, financing entities and other investing professionals – as well as anyone interested in becoming a part of the business.

"The life settlement industry is enjoying a steady rise in market activity as more American seniors and their financial advisors become aware of the existence of the life settlement option as an alternative to lapsing or surrendering a life insurance policy," said Darwin Bayston, president and chief executive officer of LISA. "LISA's 2015 Fall Conference provides a relaxed beachfront atmosphere for professionals to connect, discuss and learn about new developments in our industry."

Discounted conference rates are available for anyone who registers by Friday, July 31st. For more information or to register now, please go to www.lisa.org.

The conference will open on October 18th with registration and an evening cocktail reception, then the sessions begin on October 19th with a welcome address from Bayston and Cyndi Poveda, chair of LISA and chief executive officer of Life Equity LLC.

The conference agenda includes a special feature general session – "The Driving Force: An Investor's Perspective of the Life Settlement Industry" – in which Poveda will conduct a one-on-one interview with Jeff Serra, the founder and chief executive officer of Vida Capital, Inc. Serra, who has quickly built Vida Capital from its start-up in 2009 to being a leader in the life settlement industry, will provide insights from the perspective of an institutional investor in the marketplace.

Jeffrey McGregor, a 34-year veteran of the insurance and financial services industries, will also deliver a feature presentation at the conference in which he will share insights about how to define brand strategy in the life settlement industry.

Other conference session topics include:

  • Do We Need That? Examining Life Settlement Closing Requirements
  • The Questions Around Fractionalized Investments in Life Settlements
  • Idiosyncrasies of Life Insurance Policy Products
  • Creating a Social Media Strategy
  • Medical Underwriting and Mortality Issues – Still the Key Component of Policy Valuations

In addition to the core educational and networking program, the conference also offers a dedicated life settlement compliance track, through which attorneys can earn between 7 to 8.4 CLE credits by attending educational sessions and a compliance program solution workshop.

For more information about CLE credits please go to www.lisa.org.

Continuing legal education credit will be applied for in a limited number of states where most LISA members are located. Attorneys can earn between 7 to 8.4 CLE credits. The final number of continuing legal education credits will depend if the state bases its credit on a 60-minute or 50-minute credit hour.

A life settlement is the sale of a person's life insurance policy to a third-party investor. In a life settlement, the policy's owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically aged 70 or older, with a life insurance policy that has a "face value" (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation's oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

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
The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

LISA's Annual Fall Life Settlement ConferenceORLANDO, Fla., July 29, 2015 ) -- The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

This year's Fall Conference, "Waves of Change: Oceans of Opportunity," will focus on the new trends, key players and evolving business opportunities in the life settlement industry. The event is designed for various industry participants – including life settlement brokers, providers, financing entities and other investing professionals – as well as anyone interested in becoming a part of the business.

"The life settlement industry is enjoying a steady rise in market activity as more American seniors and their financial advisors become aware of the existence of the life settlement option as an alternative to lapsing or surrendering a life insurance policy," said Darwin Bayston, president and chief executive officer of LISA. "LISA's 2015 Fall Conference provides a relaxed beachfront atmosphere for professionals to connect, discuss and learn about new developments in our industry."

Discounted conference rates are available for anyone who registers by Friday, July 31st. For more information or to register now, please go to www.lisa.org.

The conference will open on October 18th with registration and an evening cocktail reception, then the sessions begin on October 19th with a welcome address from Bayston and Cyndi Poveda, chair of LISA and chief executive officer of Life Equity LLC.

The conference agenda includes a special feature general session – "The Driving Force: An Investor's Perspective of the Life Settlement Industry" – in which Poveda will conduct a one-on-one interview with Jeff Serra, the founder and chief executive officer of Vida Capital, Inc. Serra, who has quickly built Vida Capital from its start-up in 2009 to being a leader in the life settlement industry, will provide insights from the perspective of an institutional investor in the marketplace.

Jeffrey McGregor, a 34-year veteran of the insurance and financial services industries, will also deliver a feature presentation at the conference in which he will share insights about how to define brand strategy in the life settlement industry.

Other conference session topics include:

  • Do We Need That? Examining Life Settlement Closing Requirements
  • The Questions Around Fractionalized Investments in Life Settlements
  • Idiosyncrasies of Life Insurance Policy Products
  • Creating a Social Media Strategy
  • Medical Underwriting and Mortality Issues – Still the Key Component of Policy Valuations

In addition to the core educational and networking program, the conference also offers a dedicated life settlement compliance track, through which attorneys can earn between 7 to 8.4 CLE credits by attending educational sessions and a compliance program solution workshop.

For more information about CLE credits please go to www.lisa.org.

Continuing legal education credit will be applied for in a limited number of states where most LISA members are located. Attorneys can earn between 7 to 8.4 CLE credits. The final number of continuing legal education credits will depend if the state bases its credit on a 60-minute or 50-minute credit hour.

A life settlement is the sale of a person's life insurance policy to a third-party investor. In a life settlement, the policy's owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically aged 70 or older, with a life insurance policy that has a "face value" (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation's oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

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
The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

LISA's Annual Fall Life Settlement ConferenceORLANDO, Fla., July 29, 2015 ) -- The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

This year's Fall Conference, "Waves of Change: Oceans of Opportunity," will focus on the new trends, key players and evolving business opportunities in the life settlement industry. The event is designed for various industry participants – including life settlement brokers, providers, financing entities and other investing professionals – as well as anyone interested in becoming a part of the business.

"The life settlement industry is enjoying a steady rise in market activity as more American seniors and their financial advisors become aware of the existence of the life settlement option as an alternative to lapsing or surrendering a life insurance policy," said Darwin Bayston, president and chief executive officer of LISA. "LISA's 2015 Fall Conference provides a relaxed beachfront atmosphere for professionals to connect, discuss and learn about new developments in our industry."

Discounted conference rates are available for anyone who registers by Friday, July 31st. For more information or to register now, please go to www.lisa.org.

The conference will open on October 18th with registration and an evening cocktail reception, then the sessions begin on October 19th with a welcome address from Bayston and Cyndi Poveda, chair of LISA and chief executive officer of Life Equity LLC.

The conference agenda includes a special feature general session – "The Driving Force: An Investor's Perspective of the Life Settlement Industry" – in which Poveda will conduct a one-on-one interview with Jeff Serra, the founder and chief executive officer of Vida Capital, Inc. Serra, who has quickly built Vida Capital from its start-up in 2009 to being a leader in the life settlement industry, will provide insights from the perspective of an institutional investor in the marketplace.

Jeffrey McGregor, a 34-year veteran of the insurance and financial services industries, will also deliver a feature presentation at the conference in which he will share insights about how to define brand strategy in the life settlement industry.

Other conference session topics include:

  • Do We Need That? Examining Life Settlement Closing Requirements
  • The Questions Around Fractionalized Investments in Life Settlements
  • Idiosyncrasies of Life Insurance Policy Products
  • Creating a Social Media Strategy
  • Medical Underwriting and Mortality Issues – Still the Key Component of Policy Valuations

In addition to the core educational and networking program, the conference also offers a dedicated life settlement compliance track, through which attorneys can earn between 7 to 8.4 CLE credits by attending educational sessions and a compliance program solution workshop.

For more information about CLE credits please go to www.lisa.org.

Continuing legal education credit will be applied for in a limited number of states where most LISA members are located. Attorneys can earn between 7 to 8.4 CLE credits. The final number of continuing legal education credits will depend if the state bases its credit on a 60-minute or 50-minute credit hour.

A life settlement is the sale of a person's life insurance policy to a third-party investor. In a life settlement, the policy's owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically aged 70 or older, with a life insurance policy that has a "face value" (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation's oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

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
The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

LISA's Annual Fall Life Settlement ConferenceORLANDO, Fla., July 29, 2015 ) -- The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

This year's Fall Conference, "Waves of Change: Oceans of Opportunity," will focus on the new trends, key players and evolving business opportunities in the life settlement industry. The event is designed for various industry participants – including life settlement brokers, providers, financing entities and other investing professionals – as well as anyone interested in becoming a part of the business.

"The life settlement industry is enjoying a steady rise in market activity as more American seniors and their financial advisors become aware of the existence of the life settlement option as an alternative to lapsing or surrendering a life insurance policy," said Darwin Bayston, president and chief executive officer of LISA. "LISA's 2015 Fall Conference provides a relaxed beachfront atmosphere for professionals to connect, discuss and learn about new developments in our industry."

Discounted conference rates are available for anyone who registers by Friday, July 31st. For more information or to register now, please go to www.lisa.org.

The conference will open on October 18th with registration and an evening cocktail reception, then the sessions begin on October 19th with a welcome address from Bayston and Cyndi Poveda, chair of LISA and chief executive officer of Life Equity LLC.

The conference agenda includes a special feature general session – "The Driving Force: An Investor's Perspective of the Life Settlement Industry" – in which Poveda will conduct a one-on-one interview with Jeff Serra, the founder and chief executive officer of Vida Capital, Inc. Serra, who has quickly built Vida Capital from its start-up in 2009 to being a leader in the life settlement industry, will provide insights from the perspective of an institutional investor in the marketplace.

Jeffrey McGregor, a 34-year veteran of the insurance and financial services industries, will also deliver a feature presentation at the conference in which he will share insights about how to define brand strategy in the life settlement industry.

Other conference session topics include:

  • Do We Need That? Examining Life Settlement Closing Requirements
  • The Questions Around Fractionalized Investments in Life Settlements
  • Idiosyncrasies of Life Insurance Policy Products
  • Creating a Social Media Strategy
  • Medical Underwriting and Mortality Issues – Still the Key Component of Policy Valuations

In addition to the core educational and networking program, the conference also offers a dedicated life settlement compliance track, through which attorneys can earn between 7 to 8.4 CLE credits by attending educational sessions and a compliance program solution workshop.

For more information about CLE credits please go to www.lisa.org.

Continuing legal education credit will be applied for in a limited number of states where most LISA members are located. Attorneys can earn between 7 to 8.4 CLE credits. The final number of continuing legal education credits will depend if the state bases its credit on a 60-minute or 50-minute credit hour.

A life settlement is the sale of a person's life insurance policy to a third-party investor. In a life settlement, the policy's owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically aged 70 or older, with a life insurance policy that has a "face value" (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation's oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

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
The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

LISA's Annual Fall Life Settlement ConferenceORLANDO, Fla., July 29, 2015 ) -- The Life Insurance Settlement Association (LISA) today announced the faculty and agenda for its 21st Annual Fall Life Settlement & Compliance Conference, to be held October 18-20, 2015, at the scenic Sandpearl Resort in Clearwater Beach, Fla.

This year's Fall Conference, "Waves of Change: Oceans of Opportunity," will focus on the new trends, key players and evolving business opportunities in the life settlement industry. The event is designed for various industry participants – including life settlement brokers, providers, financing entities and other investing professionals – as well as anyone interested in becoming a part of the business.

"The life settlement industry is enjoying a steady rise in market activity as more American seniors and their financial advisors become aware of the existence of the life settlement option as an alternative to lapsing or surrendering a life insurance policy," said Darwin Bayston, president and chief executive officer of LISA. "LISA's 2015 Fall Conference provides a relaxed beachfront atmosphere for professionals to connect, discuss and learn about new developments in our industry."

Discounted conference rates are available for anyone who registers by Friday, July 31st. For more information or to register now, please go to www.lisa.org.

The conference will open on October 18th with registration and an evening cocktail reception, then the sessions begin on October 19th with a welcome address from Bayston and Cyndi Poveda, chair of LISA and chief executive officer of Life Equity LLC.

The conference agenda includes a special feature general session – "The Driving Force: An Investor's Perspective of the Life Settlement Industry" – in which Poveda will conduct a one-on-one interview with Jeff Serra, the founder and chief executive officer of Vida Capital, Inc. Serra, who has quickly built Vida Capital from its start-up in 2009 to being a leader in the life settlement industry, will provide insights from the perspective of an institutional investor in the marketplace.

Jeffrey McGregor, a 34-year veteran of the insurance and financial services industries, will also deliver a feature presentation at the conference in which he will share insights about how to define brand strategy in the life settlement industry.

Other conference session topics include:

  • Do We Need That? Examining Life Settlement Closing Requirements
  • The Questions Around Fractionalized Investments in Life Settlements
  • Idiosyncrasies of Life Insurance Policy Products
  • Creating a Social Media Strategy
  • Medical Underwriting and Mortality Issues – Still the Key Component of Policy Valuations

In addition to the core educational and networking program, the conference also offers a dedicated life settlement compliance track, through which attorneys can earn between 7 to 8.4 CLE credits by attending educational sessions and a compliance program solution workshop.

For more information about CLE credits please go to www.lisa.org.

Continuing legal education credit will be applied for in a limited number of states where most LISA members are located. Attorneys can earn between 7 to 8.4 CLE credits. The final number of continuing legal education credits will depend if the state bases its credit on a 60-minute or 50-minute credit hour.

A life settlement is the sale of a person's life insurance policy to a third-party investor. In a life settlement, the policy's owner transfers the ownership of that policy in exchange for an immediate cash payment from the buyer. Candidates for life settlements are typically aged 70 or older, with a life insurance policy that has a "face value" (death benefit) of more than $100,000.

About the Life Insurance Settlement Association

The Life Insurance Settlement Association (LISA) is the nation's oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.

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