Explaining Life Settlements - What Policyholders Need to Know

Oct 15, 2020 8:30:00 AM / by LISA posted in Life Insurance Settlement

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Do you have a life insurance policy that you’re about to let lapse? Are you 65 years or older? 

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5 Tips for a Successful Life Settlement Negotiation

Sep 16, 2020 1:00:30 PM / by LISA posted in life settlement, Life Insurance Settlement

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There are a lot of factors that go into determining the value of a life settlement. However, none are as important as your ability to achieve as much value as possible for your clients through careful and strategic persuasion with prospective buyers. To help you negotiate successfully, here are five useful tips for getting your client the best settlement the market allows.

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LISA Endorses H.R. 5958, the “Senior Health Planning Account Act”

Mar 3, 2020 12:00:00 PM / by LISA

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The Life Insurance Settlement Association (LISA) today endorsed H.R. 5958, the “Senior Health Planning Account Act”, introduced by Rep. Brian Higgins (D-NY) and Rep. Gregory Steube (R-FL).
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Get Your Team on the Court

Nov 20, 2019 12:00:00 AM / by LISA

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The life settlement industry is undergoing a period of steady growth, fueled by demographic tailwinds and increased consumer awareness of the life settlement option as an alternative to lapse or surrender of a life insurance policy. But leading your business through a season of rapid growth can be just as challenging as navigating through adverse market conditions.
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Register for the 25th Annual Fall Life Settlement and Compliance Conference

Jul 30, 2019 2:21:00 PM / by LISA

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The Life Insurance Settlement Association (LISA) will host its 25th Annual Fall Life Settlement & Compliance Conference, the longest-running professional conference in the life settlement industry, on October 13-15 at the Hilton Nashville Downtown in Nashville, Tenn.

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5 Tips for Helping Your Retired Clients Cope with Spending Their Savings

Mar 28, 2019 12:00:00 AM / by Darwin Bayston, CFA

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Most baby boomers were raised with an ethic of working hard for their whole lives, saving a little money along the way and hoping they would stash away enough in savings to enjoy their retirement years.

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Life Settlements: 5 That Didn't Get Away

Feb 11, 2019 12:00:00 AM / by Robin S. Weinberger

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Unfortunately, far too often, policies are lapsed or surrendered without investigating the possibility of a life settlement.Here are five recent cases that optimized the value of policies that otherwise would have been terminated with little or no value:

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Half of Older American Households Falling Short of Target Retirement Income

Dec 21, 2018 12:00:00 AM / by Unknown

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The Center for Retirement Research at Boston College recently completed an academic analysis of five national surveys that are frequently used to measure the financial resources available to American households in retirement. The goal was to objectively study the question of whether the U.S. Census Bureau’s Current Population Survey (CPS) actually understates retirement in-come in the U.S.
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3 Ways AI and Robotic Process Automation Will Improve Life Settlement Transactions

Dec 17, 2018 10:46:00 AM / by John McFarland

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The U.S. life insurance industry is beginning to understand the vast potential benefits of robotic process automation (RPA) and artificial intelligence (AI). These two related breakthrough technological innovations leverage the power of machine learning to increase productivity and reduce the risks associated with human error.

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24th Annual Fall Life Settlement Conference to Explore industry's World of Opportunities

Aug 28, 2018 11:12:00 AM / by Unknown

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ORLANDO, Fla.--()--The Life Insurance Settlement Association (LISA) today announced the agenda and featured speakers for LISA’s 24th Annual Fall Life Settlement & Compliance Conference, the longest-running professional conference in the life settlement industry, to be held October 21st-23rd at Disney’s BoardWalk Inn, just outside of Orlando, Fla

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