March 30, 2017

A Viable Life Settlement and Replacement Strategy

The days of selling a policy in a life settlement and replacing it with a new one are mostly gone, but one variation on that strategy can still work in the right situation.

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March 30, 2017

Stabilized Life Settlement Market

The life settlement market has undergone tremendous changes over the past 10 years and has now stabilized in terms of both pricing and regulatory scrutiny.

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March 08, 2017

Managing Like a Pro

At the outset of a life insurance transaction, much attention is usually given to shopping the market and attaining the best underwriting result. After all, a more competitive premium is generally associated with a better return.

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December 20, 2016

Life Insurance Settlement Association to Host 7th Annual Life Settlement Institutional Investor Conference on January 30th in New York City

The Life Insurance Settlement Association (LISA) today announced that its Seventh Annual Life Settlement Institutional Investor Conference, the leading professional gathering of institutional investors in the life settlements asset class, will be held on January 30, 2017, at The Ritz-Carlton Battery Park in New York City.

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October 24, 2016

Consumer Demand for Life Settlements Increasing, According to Speakers at Fall Life Settlement Conference

Investors purchased $1.7 billion worth of U.S. life insurance face value in 2015 and growing consumer interest in life settlements is a positive indicator for the future of the industry, reported a leading industry analyst at the Life Insurance Settlement Association (LISA)’s 22nd Annual Fall Life Settlement & Compliance Conference.

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October 24, 2016

Conning -- Life Settlements Industry Margins Pressured by Cost of Insurance Rate Increases

Life settlement market conditions are relatively benign, except for margin pressures from cost of insurance increases over the past year, according to a new study by Conning, Inc.

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September 26, 2016

Long-Term Care: Early Planning Pays Off

It's best to talk about long term care early — before the need for medical or personal care is imminent. Here's help understanding, choosing and financing long term care.

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September 26, 2016

7 Ways the Law Protects Seniors Who Sell Their Life Insurance Policies

I never get tired of sharing this fact: a life insurance policy is an asset. If a senior is not going to keep their life insurance policy—for whatever reason—they have a protected property right to sell that policy. In many cases, they’ll receive significantly more than if they simply lapsed or surrendered their policy back to the issuing insurance company.

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