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Posts tagged "Retirement"


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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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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“Why Life Settlements?” LifeHealth Magazine, December 2009

December 1, 2009

Managing and insuring risk is no longer an option … it is a necessity for financial survival, and this includes protecting estates and retirement funding. Life insurance, specifically, is an increasingly important risk?management tool for seniors to utilize. Results of a recent survey showed that 60?70% of seniors do own life insurance, but only 50% [...]


Managing and insuring risk is no longer an option … it is a necessity for financial survival, and this includes protecting estates and retirement funding. Life insurance, specifically, is an increasingly important risk?management tool for seniors to utilize. Results of a recent survey showed that 60?70% of seniors do own life insurance, but only 50% have some knowledge of life settlements. Life insurance sales to seniors age 55 and older are up as reported by NAIC and ACLI, and numerous reports indicate that seniors plan to delay retirement for 2 – 5 years. Baby boomers and seniors are taking action, I believe, in response to dwindling pension and retirement assets. Read more below…

Life Insurance Settlement Series Volume III: Why Life Settlements?

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2nd Annual Retirement Income Symposium

October 19, 2009

October 19 – 20, 2009 • Chicago • Retirement Income Symposium Insurance Studies Institute President and CEO, Paul Siegert, has been invited to participate in this year’s Retirement Income Symposium. Paul will be panelist on the Identifying Trends and Future Developments for Investment-Oriented Retirement Income Solutions roundtable session. “The session will provide an analysis of [...]


October 19 – 20, 2009 • Chicago • Retirement Income Symposium

Insurance Studies Institute President and CEO, Paul Siegert, has been invited to participate in this year’s Retirement Income Symposium. Paul will be panelist on the Identifying Trends and Future Developments for Investment-Oriented Retirement Income Solutions roundtable session. “The session will provide an analysis of the big-picture trends and developments shaping the near-term outlook and long-term future of the retirement income market.

“The 2nd Annual Retirement Income Symposium will inform and educate financial service executives and advisors about the need for new products, risk management techniques and more complex retirement strategies to meet their clients’ needs and—as an industry—gain back trust. Learn from and network with top industry experts as they provide insightful analysis and practical solutions to help you succeed the new retirement reality.”

For more information on the symposium: Retirement Income Symposium

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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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Life Insurance Offers Many Seniors a Way to Generate Income in Retirement

May 26, 2009

Oakland, Calif. (May 26, 2009) – Older Americans are increasingly feeling pressure from the same issues affecting the larger economy, such as falling home values, losses in their investment portfolios, and difficulty in obtaining loans or lines of credit. Recently released survey data from a poll of those aged 62 or older by senior financial [...]


Oakland, Calif. (May 26, 2009) – Older Americans are increasingly feeling pressure from the same issues affecting the larger economy, such as falling home values, losses in their investment portfolios, and difficulty in obtaining loans or lines of credit. Recently released survey data from a poll of those aged 62 or older by senior financial resource Golden Gateway Financial and the Insurance Studies Institute showed that a majority of these individuals are in a position to immediately benefit from life insurance policies that they currently own but no longer need.

Read the Press Release: Life Insurance Offers Many Seniors a Way to Generate Income in Retirement

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Secondary Market of Life Insurance and Related Insurer Challenges Entering 2009

January 20, 2009

A multifaceted approach to describing the numerous pressing concerns facing the life insurance secondary market (LISM) as the recession unfolded in late 2008/early 2009. First, the “state of the industry” is examined, followed by related discussions concerning capital markets, insurer reserve requirements, best practices and standards, legislation and regulation, and new products. Research Brief: Secondary [...]


A multifaceted approach to describing the numerous pressing concerns facing the life insurance secondary market (LISM) as the recession unfolded in late 2008/early 2009. First, the “state of the industry” is examined, followed by related discussions concerning capital markets, insurer reserve requirements, best practices and standards, legislation and regulation, and new products.

Research Brief: Secondary Market of Life Insurance and Related Insurer Challenges Entering 2009

Full Paper: Secondary Market of Life Insurance and Related Insurer Challenges Entering 2009

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Insurance Studies Institute Partners with Boston College

June 16, 2008

Keystone, Colorado ( June 16th, 2008) – The Insurance Studies Institute (ISI) forges a partnership with the Center for Retirement Research at Boston College (CRR), to study the benefits and impacts of the Life Settlements Market. Read the Press Release: ISI Partners with Boston College


Keystone, Colorado ( June 16th, 2008) – The Insurance Studies Institute (ISI) forges a partnership with the Center for Retirement Research at Boston College (CRR), to study the benefits and impacts of the Life Settlements Market.

Read the Press Release: ISI Partners with Boston College

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