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Press Releases

Press Releases


ISI Announces Wharton Symposium on Financial Reform

January 27, 2011


Keystone, Colorado  (January 27, 2011) – In 2010, the Insurance Studies Institute (ISI) partnered with Professor Kent Smetters of The Wharton School to develop an optimal design for a Systemic Risk Regulator system. The ongoing project examines how the recent economic turmoil exposed gaps in the regulatory system and studies options for constructing an improved regulatory model that: 1) can be reliably utilized by those responsible for catastrophic risk management; and 2) can promote financial stability among financially interdependent institutions.

Professor Smetters recently hosted a symposium at The Wharton School, entitled, “Financial Reform: What is it? Will it work?  Why should you care?” The ISI-sponsored project was showcased as one of the core readings and formed the basis for several student-led research projects.

This intensive, five day “mini” course was held January 3 – 7, 2011 and featured content rich in analysis of the Dodd-Frank Act, which virtually rewrites the regulatory landscape of financial services in the United States.  An outstanding array of speakers tackled all angles of this complex subject matter, and presented the issues in an accessible, practical way.

Read the entire press release: ISI Press Release: Wharton Symposium, Jan. 2011

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Insurance Studies Institute Gains Support and Momentum at LISA

May 3, 2010


Keystone, Colorado (May 3, 2010) – The Insurance Studies Institute (ISI) reports that its inaugural “ISI Fundraising Marquee Breakfast” was a rousing success. The event took place at the Mandarin Oriental Hotel on April 29th, preceding the start of LISA’s 16th Annual Spring Life Settlement Conference.

Professor Kent Smetters of Wharton, ISI’s keynote speaker for the breakfast, spoke powerfully on the potential ramifications of Dodd’s Financial Reform Bill to the insurance markets. His talk was very well received, and Dr. Smetters was asked to repeat his presentation to the entire LISA assembly.

Read the entire Press Release: Support and Momentum at LISA

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Life Settlement Senior Survey Data

April 27, 2010


Keystone, Colorado (April 27, 2010) – The Insurance Studies Institute (ISI) releases results of its third senior survey undertaken to learn the role life insurance plays in senior lives, specifically regarding the option to sell life insurance policies.

Of 218 seniors surveyed nation-wide, 73% indicate that life insurance was originally purchased to provide for beneficiaries, but that needs have changed over time, and the other 27% purchased policies for other reasons. Fifty-one (51%) percent were not familiar with the option to sell unwanted or unneeded policies, known as a life settlement.

Read the entire Press Release: Life Settlement Senior Survey Data

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Insurance Studies Institute Welcomes More Advisory Board Members

March 2, 2010


Keystone, Colorado (March 2, 2010) – The Insurance Studies Institute (ISI) is pleased to announce the addition of three distinguished professionals to its Advisory Board: Professor Kent Smetters, Mr. David Hopkins, and Dr. Sharon Emek.

ISI President and CEO, Paul Siegert, announced the additions on March 2, 2010: “Demand for ISI’s work is escalating at a time when the financial sectors are in need of guidance, and consumers and investors are in need of greater protections. We are thrilled, therefore, to recruit these outstanding individuals who are willing to share their time and expertise with ISI, and who will certainly add great depth to ISI’s endeavors.”

Read the Press Release: ISI Welcomes More Advisory Board Members

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A Critique of the request by the ACLI to ban securitizations of life insurance settlements.

February 3, 2010


Keystone, Colorado (February 3, 2010) – The American Council of Life Insurers (ACLI) released a statement asking policymakers to ban the securitization of life insurance policies sold in the secondary market. Policymakers need to realize the true intention of ACLI and the life insurance industry appears to be destruction of a vibrant secondary market for life insurance, thereby denying seniors the option and right to realize full market value for their unwanted, unneeded and unaffordable life insurance policies. Such action by the life insurance industry is a slap to all life insurance policyholders, particularly seniors. Public policymakers should insist that consumers purchasing life insurance deserve the option a secondary market may provide.

Read the Press Release: ISI Critiques ACLI Securitization Ban Proposal

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Insurance Studies Institute Welcomes New Advisory Board Members

November 23, 2009


Keystone, Colorado (November 23, 2009) – The Insurance Studies Institute (ISI) is pleased to announce the addition of two distinguished professionals to its Advisory Board: Mr. Rob Haynie, and Brian T. Casey, Esq.

ISI President and CEO, Paul Siegert, announced the additions on November 23, 2009: “ISI’s work is expanding in scope and volume, and it is critical to bring knowledgeable and diverse minds to the table. These outstanding gentleman offer rich experience in various realms of life insurance and insurance law.”

Read the Press Release: ISI Welcomes New Advisory Board Members

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Insurance Studies Institute Partners with The Wharton School

October 12, 2009


Keystone, Colorado (October 12, 2009) – The Insurance Studies Institute (ISI) forges a partnership with Professor Kent Smetters of The Wharton School to study the need and optimal design of a Systemic Risk Regulator in light of the recent financial crisis.

Read the Press Release: ISI Partners with Wharton

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Life Insurance Offers Many Seniors a Way to Generate Income in Retirement

May 26, 2009


Oakland, Calif. (May 26, 2009) – Older Americans are increasingly feeling pressure from the same issues affecting the larger economy, such as falling home values, losses in their investment portfolios, and difficulty in obtaining loans or lines of credit. Recently released survey data from a poll of those aged 62 or older by senior financial resource Golden Gateway Financial and the Insurance Studies Institute showed that a majority of these individuals are in a position to immediately benefit from life insurance policies that they currently own but no longer need.

Read the Press Release: Life Insurance Offers Many Seniors a Way to Generate Income in Retirement

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Insurance Studies Institute Partners with Boston College

June 16, 2008


Keystone, Colorado ( June 16th, 2008) – The Insurance Studies Institute (ISI) forges a partnership with the Center for Retirement Research at Boston College (CRR), to study the benefits and impacts of the Life Settlements Market.

Read the Press Release: ISI Partners with Boston College

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