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
Tags: Consumers, Life Insurance Secondary Market (LISM), Life Settlement, LISA, Media, Seniors, Siegert
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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
Tags: Consumers, Kampa, Life Insurance Secondary Market (LISM), Life Settlement, Option, Retirement, Seniors, STOLI
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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.
Tags: Carlson School, Consumers, Life Insurance, Life Insurance Secondary Market (LISM), Life Settlement, Marketing Strategy, Messaging, Seniors
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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 [...]
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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 [...]
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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 [...]
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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
Tags: Consumers, Investor, Legislation, Life Insurance Secondary Market (LISM), Life Settlement, Premium Finance, STOLI, Tax Revenue
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