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Archive October 2024

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2024 Board of Directors Election Results and New Board Chair

FOR IMMEDIATE RELEASE

Miami, October 25, 2024 – At its Member’s Meeting held on Friday, October 25, at the 30th Annual Life Settlement Conference, the Life Insurance Settlement Association (LISA) announced the results of its annual Board of Directors election and introduced Neal Jacobs, Senior Managing Director of Capital Markets at Coventry, as its new Board Chair.

In addition to Mr. Jacobs's election, two Directors will serve a second three-year term; one Director will serve a second, abbreviated, two-year term; and two new Directors have been appointed to the Board.

The returning LISA Board members, serving an additional three-year term, are:
  • Mr. Rob Haynie, Managing Director, Life Insurance Settlements, Inc.
  • Mr. John Welcom, Founder & CEO, Welcome Funds, Inc.
The returning LISA Board member, serving an additional, abbreviated, two-year term, is:
  • Mr. Chris Conway, Chief Development Officer, ISC Services
The two new Directors appointed to the 2025 LISA Board of Directors are:
  • Samantha Butcher, Vice President of Operations, Abacus Life
  • Courtney Wassef, Director of Compliance and Assistant General Counsel, Preston Ventures
"The life settlement industry leaders that comprise LISA’s Board of Directors are uniquely positioned to drive consensus within our ongoing activities and impact market growth. They are all committed to advancing LISA’s efforts to promote the development, integrity, and reputation of the life settlement industry, and we are excited to work alongside them in the upcoming year," said Bryan Nicholson, LISA’s Executive Director.

Mr. Jacobs succeeds John Dallas, CEO of Berkshire Settlements, Inc., whose term as LISA Board Chair is expiring. Mr. Dallas will transition to the role of Immediate Past Chair and remain a member of LISA’s Executive Committee.

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 membership of over fifty companies conducting business across 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, advance the highest standards of practice and professional development, and educate consumers and advisors about life settlements as an alternative to the lapse or surrender of a life insurance policy.

For more information, please visit www.lisa.org.

2024 Alan H. Buerger Industry Leadership Award Recipient Announced

FOR IMMEDIATE RELEASE 

Miami, October 24, 2024 -- The Life Insurance Settlement Association (LISA), the nation's oldest and largest organization representing the life settlement industry, awarded the 2024 Alan H. Buerger (AHB) Leadership Award to Rob Haynie, Managing Director of Life Insurance Settlements, Inc. at its 30th Annual Life Settlement Conference in Miami on October 24.

Mr. Haynie has been a pioneering leader in the life settlement industry for over 25 years, dating back to its roots in the viatical settlement market. As one of the industry's foundational builders, he has tirelessly advocated for the importance of life settlements in financial planning, educating intermediaries about the value of life insurance and the need to consider settlement options.
 
Mr. Haynie’s unwavering dedication and leadership have been integral to the growth and success of both the life settlement industry and LISA. He has served multiple terms on the LISA Board, actively participates in events, panels, and committees, and regularly engages with stakeholders to advance the industry’s goals. He has been instrumental in recruiting new members and consistently supports LISA as a charter member and financial sponsor. His leadership has driven key initiatives such as the annual provider survey. Beyond his work with LISA, Mr. Haynie serves on various boards and councils, further championing the life settlement asset class within the broader financial community.

“Rob has been a pioneering leader in the life settlement industry for 25 years and his leadership has been key to shaping and strengthening the life settlement industry and LISA,” said John Dallas, LISA Board Chair and CEO of Berkshire Settlements, Inc. “His influence extends beyond the association, making him a deserving recipient of this year's Alan H. Buerger Leadership Award.”

The AHB Leadership award honors industry leaders who have made significant contributions to support the development and growth of LISA and the life settlement marketplace. LISA's Board of Directors renamed its Industry Leadership Award to the Alan H. Buerger Leadership award in 2022, in honor of the Coventry co-founder and Executive Chairman and former Chairman of LISA. Buerger was the winner of the LISA Leadership Award in 2021.

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 membership of over fifty companies conducting business across 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, advance the highest standards of practice and professional development, and educate consumers and advisors about life settlements as an alternative to the lapse or surrender of a life insurance policy.

For more information, please visit www.lisa.org.
 

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