LISA


Recent Posts

What is a Viatical Settlement?

Oct 13, 2020 12:00:00 PM / by LISA posted in Viatical Settlement

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Surprisingly, viatical settlements are not as well-known as they should be. Many people, despite possibly benefitting from the choice to arrange for a viatical settlement, don’t know about them or discuss them. Nevertheless, a viatical settlement is a lucrative arrangement for people suffering from a terminal disease. These people are able to sell their life insurance policy at discounted rates and obtain cash, which can help with financial hardships or other needs. Buyers cash in the policy’s full amount after the death of its original owner. While distinct from life settlements, viatical settlements are also a useful asset for people in specific situations.

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Life Insurance as an Asset

Sep 16, 2020 1:01:07 PM / by LISA posted in Hidden Asset, Life Insurance

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On the surface, life insurance seems like a straightforward type of insurance policy. But could it be a financial asset? That depends on the type of life insurance policy, as well as your perspective. Some types of life insurance, as well as several other insurance types with cash value components, count as assets. This should be kept in mind for many events, such as divorce and other legal proceedings, but also because they may aid you in obtaining financial security when and if it is ever necessary.  

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What Is A Life Settlement?

Aug 28, 2020 9:44:09 AM / by LISA posted in Alternatives to Lapsing or Surrendering

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A life settlement is the sale of an existing life insurance policy to a third party for more than its cash surrender value but less than its net death benefit. In a life settlement transaction, the policy’s owner transfers ownership of the policy to the buyer in exchange for an immediate cash payment and, in some instances, a reduced interest in the death benefit for the policy’s beneficiaries.

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Life Insurance Settlement Association Unveils Focus on Legislative Affairs and Announces New Board of Directors at 25th Annual Fall Life Settlement Conference

Oct 21, 2019 12:00:00 AM / by LISA

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Nashville, Tenn. — October 15, 2019 — The Life Insurance Settlement Association (LISA), the oldest and largest trade association representing members of the life settlement industry, hosted its 25th Annual Fall Life Settlement & Compliance Conference this week in Nashville and rolled out an aggressive strategy for encouraging legislation that protects a consumer’s right to sell a life insurance policy.

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8th Annual Life Settlement Institutional Investor Conference

Feb 2, 2018 1:55:00 PM / by LISA

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LISA’s Life Settlement Institutional Investor Conference is the hallmark event that brings together professionals from pension funds, hedge funds, family offices, foundations and endowments for updates on the latest developments in the life insurance secondary market. To register now, please click here.
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Life Settlements Identified by NAIC Innovation Group as Private Market Option for Financing Long-Term Care Services

Jul 26, 2017 10:11:00 AM / 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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4 strategies to grow your finances in retirement

Jun 14, 2017 12:00:00 AM / by LISA posted in life settlement

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(BPT) – Retirement is the time in your life when you can throw off the shackles of your daily responsibilities and truly enjoy the fruits of everything you spent years working toward. It’s an empowering feeling and you’ve earned it. You’ve planned and you’ve saved, but now that you’re here, don’t make the mistake of believing your financial planning is over.

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