Archive December 2023

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Life Insurance Settlement Association (LISA) Announces Leadership Succession

Washington, D.C. – December 12, 2023 – As part of its Board of Directors meeting held on Friday, December 8 the Life Insurance Settlement Association (LISA) announced that Neal Jacobs, the Senior Managing Director, Capital Markets at Coventry, had been selected as the organization’s Vice-Chair. Mr. Jacobs will join LISA’s Executive Committee and serve as Chair in 2025, following the term of John Dallas, the President, and CEO of Berkshire Settlements.

In addition, it was announced that Chris Conway, Chief Development Officer at ISC Services, will serve as LISA’s Secretary/Treasurer. LISA’s outgoing Chair, Sherry Duarte, a Managing Director at Fifth Season Investments will transition to the role of Immediate Past Chair and remain a member of LISA’s Executive Committee.

“The life settlement industry leaders that comprise LISA’s Board of Directors and Executive Committee are committed to supporting activities that will impact market growth,” said Bryan Nicholson, LISA’s Executive Director. “I look forward to working with this Board of Directors to further advance LISA’s mission.”

About LISA:
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 fifty companies doing business in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. LISA’s mission 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.
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