LISA


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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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Life Settlements Identified by NAIC Innovation Group as Private Market Option for Financing Long-Term Care Services

Jul 26, 2017 2:13:00 PM / by LISA

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The National Association of Insurance Commissioners (NAIC) has approved a document for policymakers and various stakeholders that provides an overview of long-term care (LTC) financing mechanisms currently available in the private market, including the life settlement option.
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23rd Annual Spring Life Settlement Conference Information

May 23, 2017 11:45:00 AM / by LISA

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The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference.
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23rd Annual Spring Life Settlement Conference

Apr 17, 2017 12:00:00 AM / by LISA

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The Life Insurance Settlement Association (LISA) today announced the schedule and featured speakers for its 23rd Annual Spring Life Settlement Conference, to be held May 14-16, 2017, at the Omni Austin Hotel in downtown Austin, Texas.
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LISA-Endorsed Changes to IRS Treatment of Life Settlement Transactions Included in Landmark Tax Bill Passed by Congress

Feb 20, 2017 2:08:00 PM / by LISA

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ORLANDO, Fla., Dec. 20, 2017  The 2017 Tax Cuts and Jobs Act, the sweeping tax legislation passed by Congress and expected to be signed into law this week by President Trump, contains an important reform to the way the Internal Revenue Service (IRS) has required calculating the taxable basis for life settlement transactions, a positive development for seniors who own a life insurance policy they no longer need or can afford.

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