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Research and study projects must conform to ISI 2008 Goals and to Research and Study Currently Supported by ISI. Other research and study focuses will be considered based on demonstrated support of ISI goals.

Learn more about ISI Grant Criteria and Procedures.

Understanding Life Settlements and Industry Issues Entering 2008
(PDF 288 KB)

Introduction to Life Settlement Pricing
(PDF 213KB)

Taxation of Life Insurance Policies in an Evolving Secondary Marketplace
(PDF 212KB)

The Effect of Life Settlement Portfolio Size on Longevity Risk
(PDF 202KB)

Research and Study Currently Supported by ISI

In accord with its mission to create knowledge and enhance understanding of the insurance industry’s economic and social impacts in a free market economy, ISI fosters and conducts research principally in the following areas:

• Life settlements and alternatives, including taxation, tax revenue, life expectancy and economic ramifications.
• Insuring seniors – issues, risks, dynamics, needs.
• Baby Boomers – insurance needs and related retirement issues.
• Dynamics of mortality and life expectancy – changing patterns after age 65.
• Economic value of insurable interests – utilizing one’s life asset value; leveraging personal life asset value; selling personal insurable interests.

Other areas of study may be considered as part of the ISI grant process.