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.
ORLANDO, 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.
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.