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Posts tagged "Kampa"


Surveys of Seniors Reveal Roadblocks to Reliable Life Settlement Information

September 7, 2010

Insurance Studies Institute (ISI) is pleased to publish the 7th edition of the Life Insurance Settlement Series: “Surveys of Seniors Reveal Roadblocks to Reliable Life Settlement Information.”   This research involved an analysis of the decision-making behavior of consumers who chose to purchase life insurance, and the results reveal that the life insurance settlement option is [...]


Insurance Studies Institute (ISI) is pleased to publish the 7th edition of the Life Insurance Settlement Series: “Surveys of Seniors Reveal Roadblocks to Reliable Life Settlement Information.”   This research involved an analysis of the decision-making behavior of consumers who chose to purchase life insurance, and the results reveal that the life insurance settlement option is a missed opportunity for many.  “Roadblocks” prevent consumers from obtaining the forthright and comprehensive information that they need to investigate this option, and those hindrances include: insurer interference, media bias, and inferior industry education.   ISI asks: will stakeholders of the life insurance secondary market step up to the task of educating senior consumers?

Life Insurance Settlement Series Volume VII: Surveys of Seniors Reveal Roadblocks to Reliable Life Settlement Information

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Part III of Three Part Series: Alternative Risk Transfer – The Convergence of the Insurance and Capital Markets

August 11, 2010

Insurance Studies Institute (ISI) is pleased to release Part III of a three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.” Part III, entitled “Utilization of Life Insurance-Linked Securities,” investigates how individuals, financial entities and government agencies manage longevity/mortality risks, and how the capital markets  -  via life insurance-linked securities [...]


Insurance Studies Institute (ISI) is pleased to release Part III of a three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”

Part III, entitled “Utilization of Life Insurance-Linked Securities,” investigates how individuals, financial entities and government agencies manage longevity/mortality risks, and how the capital markets  -  via life insurance-linked securities –  have helped to revolutionize risk management techniques.

Part I of this series provided a macro-level analysis of the insurance-linked security asset class, and Part II took an in-depth look at the non-life insurance-linked security sector.  Together, the three parts of this research series examine how the coalescence of the insurance and capital markets has produced an array of innovative risk management tools that allow for the hedging of risks that were previously thought to be uninsurable. 

Part III of three part series: Alternative Risk Transfer, The Convergence of the Insurance and Capital Markets

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Part II of Three Part Series: Alternative Risk Transfer – The Convergence of the Insurance and Capital Markets

July 28, 2010

Insurance Studies Institute is pleased to release Part II of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part II, entitled “Non-Life Utilization of Insurance-Linked Securities,” provides an overview of the non-life insurance-linked security sector, from the first securities issued – catastrophe bonds – to derivatives and synthetic [...]


Insurance Studies Institute is pleased to release Part II of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part II, entitled “Non-Life Utilization of Insurance-Linked Securities,” provides an overview of the non-life insurance-linked security sector, from the first securities issued – catastrophe bonds – to derivatives and synthetic securities.  This paper charts the developments in this sector that have created a wide avenue of risk management techniques, allowing for the hedging of risks that were previously thought to be uninsurable.

Part I of this series provided an overview of the evolution of insurance-linked securities, and Part III, to be released in August 2010, will closely examine developments in the market for life insurance-linked securities.

Part II of three part series: Alternative Risk Transfer, The Convergence of the Insurance and Capital Markets

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Part I of Three Part Series: Alternative Risk Transfer – The Convergence of the Insurance and Capital Markets

July 20, 2010

Insurance Studies Institute is pleased to release Part I of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part I, entitled “A Broad Overview,”  delves into the evolution of Insurance-Linked Securities (ILS).  Once considered to be an alternative form of risk transfer, ILS have now become a mainstream [...]


Insurance Studies Institute is pleased to release Part I of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part I, entitled “A Broad Overview,”  delves into the evolution of Insurance-Linked Securities (ILS).  Once considered to be an alternative form of risk transfer, ILS have now become a mainstream method for transferring risk from insurers to the capital markets.

Parts II and III of this series, to be released in July/August of 2010, provide a micro-analysis of the non-life and life insurance-linked security sectors.

Part I of three part series: Alternative Risk Transfer, The Convergence of the Insurance and Capital Markets

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Insurance Linked Securities Summit: ISI to Host Workshop

June 14, 2010

Winning the War of Words: How the Life Settlements Industry Can Solve its Messaging Problem July 14th, 2010 • 4.00pm – 6.30pm • The Fairmont Southampton, Bermuda • 8th Insurance Linked Securities Summit The life settlements industry is getting much more serious about taking back the publicity battle that has been raging since the publication [...]


Winning the War of Words: How the Life Settlements Industry Can Solve its Messaging Problem

July 14th, 2010 • 4.00pm – 6.30pm • The Fairmont Southampton, Bermuda • 8th Insurance Linked Securities Summit

The life settlements industry is getting much more serious about taking back the publicity battle that has been raging since the publication of that now infamous New York Times article some six months ago. A recent trade mission to Europe exemplified this new direction, showing the importance now placed on open, clear communication with investors and the insistence on high industry standards. But it is clear that much still needs to be done to improve industry messaging and reclaim the initiative from those who seek to disparage and discredit the industry. The Insurance Studies Institute has been active in furthering these initiatives, and in this key workshop Christopher Kampa – Director of Research – will explore some of most important areas for industry participants in the upcoming publicity struggle.

What you will learn:

  • Examining the way life settlements have been portrayed in the media over the past 12 months
  • Identifying the critical components of a more successful messaging strategy: honesty, transparency, statistically significant data
  • How to position the industry’s good stories in a way to rebalance the perception of the asset class in the media

How you will benefit:

  • Get the facts needed to engage more effectively with media outlets and reporters
  • Determine the most effective strategies needed to deal with sleaze, fraud, and a few “bad apples”
  • Winning the PR battle: How the life settlements industry can reclaim the initiative in the media

IQPC-Bermuda 2010, Workshop C Outline

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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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2009 Revenue Rulings Give Seniors and the Life Settlement Industry a Few Answers, But More Questions

November 30, 2009

A life settlement is the sale of an insurance policy to a third party investor. Tax law provides specific regulations pertaining to taxation of gains on distributed cash surrender values, death benefits to beneficiaries and death benefits to parties that purchased life insurance policies, but such regulations have been unclear when applied to gains on [...]


A life settlement is the sale of an insurance policy to a third party investor. Tax law provides specific regulations pertaining to taxation of gains on distributed cash surrender values, death benefits to beneficiaries and death benefits to parties that purchased life insurance policies, but such regulations have been unclear when applied to gains on life settlements and premium financed policies (see “Taxation of Life Insurance Policies In An Evolving Secondary Market” by ISI 2008). Previously, the IRS provided no formal guidance on the issue of taxation for either sellers or investors. On May 4th, 2009, the Treasury Department issued Revenue Ruling 2009-13 and 2009-14 regarding life settlement transactions. These rulings provide answers to some questions but create new questions and legal issues. This research project is intended to provide a pragmatic understanding of the new questions and issues.

Research Brief: 2009 Revenue Rulings Give Seniors and the Life Settlement Industry a Few Answers, But More Questions

Full Paper: 2009 Revenue Rulings Give Seniors and the Life Settlement Industry a Few Answers, But More Questions

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Examination of Workers’ Compensation Gaps and Inequities in the United States (Discovery White Paper)

September 21, 2009

Workers’ compensation is designed to provide monetary and medical benefits to workers injured as a result of a workplace accident, injury, or occupational disease. Both workers and employers benefit from workers’ compensation when the system works properly, as it protects workers and their families against undue hardship resulting from workplace injuries while granting employers immunity [...]


Workers’ compensation is designed to provide monetary and medical benefits to workers injured as a result of a workplace accident, injury, or occupational disease. Both workers and employers benefit from workers’ compensation when the system works properly, as it protects workers and their families against undue hardship resulting from workplace injuries while granting employers immunity from costly litigation. However, there are gaps in the workers’ compensation system that prevent some injured workers and their families from getting the help that they need.

Research Brief: Examination of Workers’ Compensation Gaps and Inequities in the United States

Full Paper: Examination of Workers’ Compensation Gaps and Inequities in the United States

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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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