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Posts tagged "Siegert"


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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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 Studies Institute Welcomes More Advisory Board Members

March 2, 2010

Keystone, Colorado (March 2, 2010) – The Insurance Studies Institute (ISI) is pleased to announce the addition of three distinguished professionals to its Advisory Board: Professor Kent Smetters, Mr. David Hopkins, and Dr. Sharon Emek. ISI President and CEO, Paul Siegert, announced the additions on March 2, 2010: “Demand for ISI’s work is escalating at [...]


Keystone, Colorado (March 2, 2010) – The Insurance Studies Institute (ISI) is pleased to announce the addition of three distinguished professionals to its Advisory Board: Professor Kent Smetters, Mr. David Hopkins, and Dr. Sharon Emek.

ISI President and CEO, Paul Siegert, announced the additions on March 2, 2010: “Demand for ISI’s work is escalating at a time when the financial sectors are in need of guidance, and consumers and investors are in need of greater protections. We are thrilled, therefore, to recruit these outstanding individuals who are willing to share their time and expertise with ISI, and who will certainly add great depth to ISI’s endeavors.”

Read the Press Release: ISI Welcomes More Advisory Board Members

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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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Insurance Studies Institute Welcomes New Advisory Board Members

November 23, 2009

Keystone, Colorado (November 23, 2009) – The Insurance Studies Institute (ISI) is pleased to announce the addition of two distinguished professionals to its Advisory Board: Mr. Rob Haynie, and Brian T. Casey, Esq. ISI President and CEO, Paul Siegert, announced the additions on November 23, 2009: “ISI’s work is expanding in scope and volume, and [...]


Keystone, Colorado (November 23, 2009) – The Insurance Studies Institute (ISI) is pleased to announce the addition of two distinguished professionals to its Advisory Board: Mr. Rob Haynie, and Brian T. Casey, Esq.

ISI President and CEO, Paul Siegert, announced the additions on November 23, 2009: “ISI’s work is expanding in scope and volume, and it is critical to bring knowledgeable and diverse minds to the table. These outstanding gentleman offer rich experience in various realms of life insurance and insurance law.”

Read the Press Release: ISI Welcomes New Advisory Board Members

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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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