APRIL 2 | ON-LINE WEBINAR
MARKETING LIFE SETTLEMENTS TO CONSUMERS

 

We work in a complex industry. A seemingly simple task such as marketing can raise important and nuanced concerns. In an often hostile public relations environment, LISA brings you the clear marketing direction necessary to maintain your company’s trajectory towards success. In “Marketing Life Settlements to Consumers” our panel of industry experts will address the Do’s and Don’ts of “making the pitch,” advertisement laws and state regulation, and fiduciary duties. You will also receive answers to questions such as: Why life settlements today? Why have prices changed? Why are life settlements still a valuable financial option for consumers? How do I identify potential sellers? How do I sell this product? How do I explain settlements as an alternative? When do I receive a commission?

For all its benefits and value, the life settlement industry requires a sophisticated understanding of both an ever evolving product and a growing clientele. This in-depth webinar will provide the expert foundation you will need to better represent your clients while expanding your business now!

APRIL 28 - 30 | WASHINGTON, DC*

16TH ANNUAL SPRING LIFE SETTLEMENT CONFERENCE

 

In 2010, LISA returns to Washington, D.C. to address potential federal regulation of the settlement industry. 2009 saw an unprecedented rise in federal interest and there is every reason to believe that as D.C. policy makers contemplate fundamental changes to life insurance regulation, life settlement interests may hang in the balance. Major topics of discussion will include the SEC Task Force on Life Settlements, the Treasury Department’s treatment of settlements and the implications of federal oversight of the insurance industry. The Spring Conference agenda will focus heavily on these and other major regulatory issues expected to come to a head in 2010. Is a federal life settlement regime on the horizon? What are the implications of potential federal oversight for overseas interests? Attend and discover why LISA is the leading political and policy voice in settlements.

AUGUST 26 - 27 | ATLANTA, GA*

2010 LIFE SETTLEMENT COMPLIANCE CONFERENCE

 

2009 proved to be a landmark year for life settlement legislation as 21 states passed 24 settlement-related laws and regulatory bodies undertook new rule development. Significantly, two of the most populace states entered the life settlement regulatory regime: California and New York. Once considered a niche market, the life settlement industry is now a broadly regulated yet increasingly complex marketplace. The 2010 Compliance Conference returns to Atlanta, Georgia to convene important discussions on how this newly reshaped regulatory structure redraws the settlement landscape. The two-day event consistently features the industry’s leading legal minds and other interested parties in an intimate setting where networking opportunities abound. Take advantage of this exclusive opportunity to navigate the ever shifting compliance waters of this burgeoning industry. Registered attendees are eligible for valuable CLE credits earned during specific compliance sessions.

NOVEMBER 10 - 12 | LOCATION TBA*

16TH ANNUAL FALL LIFE SETTLEMENT CONFERENCE

 

The Fall Life Settlement Conference is LISA’s premier annual event. In a show of continued strength, LISA will convene its 16th consecutive conference. As 2009 came to a close, the settlement industry contemplated a year of unprecedented events and trends. Public awareness of life settlements is at an all time high, the two largest markets, California and New York, are now squarely regulated and Capitol Hill is primed to consider how Wall Street will influence a multi-billion dollar consumer-driven industry. The 16th Annual Fall Life Settlement Conference will draw upon these themes to provide a broad view of the secondary market’s strengths and vulnerabilities. LISA’s annual conferences feature prominent industry leaders, influential lawmakers and regulators as well as established representatives from the investment community. Regularly drawing in excess of 500 attendees, the Fall Conference is unique in its devotion to exclusive networking opportunities, personalized staff service and high attention to detail.

*Tentative Date and Location