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Posts tagged "Life Settlement"


Overview of the Life Insurance Secondary Market from an Investment Perspective

October 29, 2010

Insurance Studies Institute (ISI) is very pleased to publish the 9th edition of the Life Insurance Settlement Series: “Overview of the Life Insurance Secondary Market from an Investment Perspective.” By analyzing salient media articles published over the last 12 months, ISI has attempted to identify trends affecting the Life Insurance Secondary Market (“LISM”).  Over 65 [...]


Insurance Studies Institute (ISI) is very pleased to publish the 9th edition of the Life Insurance Settlement Series: “Overview of the Life Insurance Secondary Market from an Investment Perspective.”

By analyzing salient media articles published over the last 12 months, ISI has attempted to identify trends affecting the Life Insurance Secondary Market (“LISM”).  Over 65 investor-related articles and papers were studied, and five main themes were recognized and fleshed out:

  • General Developments in the LISM
  • The Landscape of the Financial Markets
  • Investments and Available Capital in the LISM
  • Securitization of Life Insurance Settlements
  • Best Practices and Standards

Conclusion?  While the economic recession and other factors have resulted in recent pull-back of investor capital, the LISM “asset class” remains vibrant and appears to be maturing, gaining strength,  and moving in pioneering directions.

Life Insurance Settlement Series Volume IX: Overview of the Life Insurance Secondary Market from an Investment Perspective

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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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A Critique of the GAO Life Settlement Survey Data

September 15, 2010

Insurance Studies Institute (ISI) is pleased to provide you with the 8th volume of the Life Insurance Settlement Series: “A Critique of GAO Life Settlement Survey Data.”    The purpose of this paper is to evaluate and to put into perspective the survey data collected from the life insurance settlement market (“LISM”) by the Government [...]


Insurance Studies Institute (ISI) is pleased to provide you with the 8th volume of the Life Insurance Settlement Series: “A Critique of GAO Life Settlement Survey Data.”   

The purpose of this paper is to evaluate and to put into perspective the survey data collected from the life insurance settlement market (“LISM”) by the Government Accountability Office (“GAO”).  ISI’s analysis reveals that in a broad sense, the GAO survey data does support the belief that the LISM provides substantial value for those seniors fortunate enough to learn about it.  However, several vital points of information are missing from the report, and the ever-changing nature of the industry has left many important issues unresolved – issues that are frustrating investors and materially hurting seniors who need liquidity now.

Life Insurance Settlement Series Volume VIII: A Critique of GAO Life Settlement Survey Data

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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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Evolution of Life Expectancies in the Life Insurance Secondary Market…Current Trends and New Developments

August 4, 2010

With the gracious support and assistance of many Life Expectancy (LE) Underwriting professionals, the Insurance Studies Institute (ISI) has compiled a history and analysis of the dynamic LE industry. “Evolution of Life Expectancies in the Life Insurance Secondary Market…Current Trends and New Developments,” is ISI’s sixth volume of the Life Insurance Settlement Series.  This publication [...]


With the gracious support and assistance of many Life Expectancy (LE) Underwriting professionals, the Insurance Studies Institute (ISI) has compiled a history and analysis of the dynamic LE industry. “Evolution of Life Expectancies in the Life Insurance Secondary Market…Current Trends and New Developments,” is ISI’s sixth volume of the Life Insurance Settlement Series.  This publication provides readers with an in-depth look at the challenges and risks inherent to this business, the different methodologies employed by various providers, the critical nature and utilization of mortality tables, and the developments on the horizon that may increase the accuracy of LE evaluations via more sensitive and responsive systems.

Life Insurance Settlement Series Volume VI: Evolution of Life Expectancies in the Life Insurance Secondary Market

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ISI to present Keynote Address at 4th Life Settlements and Longevity Investment Summit

July 23, 2010

Finance IQ/IQPC will host the 4th Life Settlement and Longevity Investment Summit, September 27-29 in New York City.   The all new, investor-driven program will discuss developments in regulation and taxation, innovative usesof longevity derivatives and hybrid models, the emergence of new market players, fund manager perspectives on managing downside risk, and other timely issues. Paul [...]


Finance IQ/IQPC will host the 4th Life Settlement and Longevity Investment Summit, September 27-29 in New York City.   The all new, investor-driven program will discuss developments in regulation and taxation, innovative usesof longevity derivatives and hybrid models, the emergence of new market players, fund manager perspectives on managing downside risk, and other timely issues.

Paul Siegert, ISI President and CEO, will present an afternoon keynote address, “Global Overview of Life Settlements from an Investment Perspective,” on September 29th, at 2:30 pm.

Venue to be announced soon.

Event Brochure: IQPC Event Brochure, Sept 27-29 2010

Event Website: 4th LS and Longevity Investment Summit

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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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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 [...]


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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LISA Conference Panel Presentation, “Increasing Awareness of Life Settlements”

April 29, 2010

April 29th, 2010 • 11:00 AM – 12:00 PM • Washington D.C. • 16th Annual Spring Life Settlement Conference The life insurance secondary market is losing major market opportunity by failure to effectively communicate the option of the life settlements to seniors. Most seniors are not aware of the life settlement option while those who [...]


April 29th, 2010 • 11:00 AM – 12:00 PM • Washington D.C. • 16th Annual Spring Life Settlement Conference

The life insurance secondary market is losing major market opportunity by failure to effectively communicate the option of the life settlements to seniors. Most seniors are not aware of the life settlement option while those who are have a less than favorable opinion. Seniors need to hear a different message as identified in an ISI project at the Carlson School at the University of Minnesota. Enhanced consumer messaging will increase product supply and influence public policymakers. This presentation will indentify key drivers that every stakeholder in the life insurance secondary market needs to implement now.

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