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Posts tagged "Consumers"


ISI to Present at November 2010 LISA Conference

October 25, 2010

Paul Siegert, ISI President & CEO, is scheduled to speak at LISA’s 16th Annual Fall Life Settlement Conference -  Thursday, November 11th, in Miami Beach, FL.  Mr. Siegert will take an unconventional look at the challenges facing the Life Insurance Secondary Market (LISM) today, in a presentation titled: Public Relations and Headline Risks.  The presentation [...]


Paul Siegert, ISI President & CEO, is scheduled to speak at LISA’s 16th Annual Fall Life Settlement Conference -  Thursday, November 11th, in Miami Beach, FL.  Mr. Siegert will take an unconventional look at the challenges facing the Life Insurance Secondary Market (LISM) today, in a presentation titled: Public Relations and Headline Risks.  The presentation asks (and answers) the question, “What must the LISM do to take control its destiny?”

Tentative Conference Agenda: 16th Annual Fall Life Settlement Conference

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Blurring the Lines Between Truth and Myth

February 25, 2010

For the benefit of consumers, we are asking all publishers in the media to edit out fabrications and sensationalism in articles that describe financial, legal, and retirement matters for seniors and to assure such articles are thoroughly researched and accurately reported. We are asking all publishers to help educate consumers with fair and useful knowledge. [...]


For the benefit of consumers, we are asking all publishers in the media to edit out fabrications and sensationalism in articles that describe financial, legal, and retirement matters for seniors and to assure such articles are thoroughly researched and accurately reported. We are asking all publishers to help educate consumers with fair and useful knowledge. It is to the benefit of consumers that they are allowed to make decisions based on factual information.

Life Insurance Settlement Series Volume IV: Blurring the Lines Between Truth and Myth

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Optimal Way to Build Awareness of Life Settlement Option Amongst Seniors

January 29, 2010

A recently completed study has found numerous communication shortfalls within the marketing strategies of the Life Insurance Secondary Market (“LISM”). The study, conducted by the Carlson School of Management at the University of Minnesota in conjunction with the Insurance Studies Institute, found that life settlements have been positioned to seniors in conflicting ways. According to [...]


A recently completed study has found numerous communication shortfalls within the marketing strategies of the Life Insurance Secondary Market (“LISM”). The study, conducted by the Carlson School of Management at the University of Minnesota in conjunction with the Insurance Studies Institute, found that life settlements have been positioned to seniors in conflicting ways. According to the study, references to life settlements portray them as everything from “a valuable resource for seniors” to “betting on death.” In addition to analyzing the diversity in positioning, the findings also detail seniors’ decision-making processes and how these processes impact the LISM.

Media Brief: Building Life Settlement Awareness Amongst Seniors

ISI supporters can obtain the full-length report.  Please contact Miki Jorgenson @ Mikij@InsuranceStudies.org for details.

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Should I Sell My Life Insurance Policy? A Consumers’ Guide to Life Settlements (Comprehensive Guide + condensed brochure)

October 1, 2009

Provide seniors with a thorough and non-biased explanation of life settlements including: the pros and cons; the complex process from start to finish; and the myriad of ramifications that need to be understood before engaging in a life settlement transaction. Research Brief: Should I Sell My Life Insurance Policy? A Consumers’ Guide to Life Settlements Full [...]


Provide seniors with a thorough and non-biased explanation of life settlements including: the pros and cons; the complex process from start to finish; and the myriad of ramifications that need to be understood before engaging in a life settlement transaction.

Research Brief: Should I Sell My Life Insurance Policy? A Consumers’ Guide to Life Settlements

Full Paper: Should I Sell My Life Insurance Policy? A Consumers’ Guide to Life Settlements

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Portrayal of Life Settlements in Consumer-Focused Publications

September 10, 2009

Evaluate and gauge seniors’ awareness of life settlements as a viable product for retirement planning, and analyze how those perceptions have been influenced through various media publications available to consumers over the past 4-5 years. ISI is concerned that many seniors are not aware that life settlements may be an option to provide additional funding [...]


Evaluate and gauge seniors’ awareness of life settlements as a viable product for retirement planning, and analyze how those perceptions have been influenced through various media publications available to consumers over the past 4-5 years. ISI is concerned that many seniors are not aware that life settlements may be an option to provide additional funding for retirement in amounts greater than surrendering a life insurance policy. Many sources of media appear to misunderstand the basic fundamentals of life settlements and may be influencing the public through faulty reporting.

Research Brief: Portrayal of Life Settlements in Consumer-Focused Publications

Full Paper: Portrayal of Life Settlements in Consumer-Focused Publications

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Data Collection and Maintenance System for the Life Insurance Secondary Market (LISM)

July 1, 2009

ISI has been facilitating the creation of a national databank for the LISM, the goal of which is to enable stakeholders, media, public policymakers and consumers to make more informed decisions, by having access to reports, indices and analytics that can measure LISM progress and impact. Data Collection and Maintenance System for the Life Insurance [...]


ISI has been facilitating the creation of a national databank for the LISM, the goal of which is to enable stakeholders, media, public policymakers and consumers to make more informed decisions, by having access to reports, indices and analytics that can measure LISM progress and impact.

Data Collection and Maintenance System for the Life Insurance Secondary Market (LISM)

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Understanding Life Settlements and Industry Issues Entering 2008

January 22, 2008

ISI’s inaugural research project, Understanding Life Settlements and Industry Issues Entering 2008, sought to provide a practical framework for understanding the Life Insurance Secondary Market (LISM). Further, this paper identified a range major issues facing the LISM at the beginning of 2008, from the tax revenue aspects of life settlements to insurer concerns and regulatory [...]


ISI’s inaugural research project, Understanding Life Settlements and Industry Issues Entering 2008, sought to provide a practical framework for understanding the Life Insurance Secondary Market (LISM). Further, this paper identified a range major issues facing the LISM at the beginning of 2008, from the tax revenue aspects of life settlements to insurer concerns and regulatory oversight.

Research Brief: Understanding Life Settlements and Industry Issues Entering 2008

Full Paper: Understanding Life Settlements and Industry Issues Entering 2008

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