The life settlements market is perhaps the fastest growing sector in the financial services industry. At its inception in 1999 there were approximately $200 million in face value of life insurance policies settled. In 2006 that number reached $12.5 billion. Within a few years, the size of the market is projected to swell to over $160 billion. Purchase this webinar archive and learn how hedge funds, brokers, and policy holders are all profiting from this new asset class.
"What Producers Should Know"
Initiating the concept of life settlements to your clients may be a sensitive situation. This section provides a discussion of the topics that every life insurance producer, financial planner and attorney should be aware of before introducing this as an option.
- The Settlement Process
- Pricing & Underwriting Parameters
- Producer Licensing
- How to Submit a Case
"What Brokers & Investors Should Know"
This session focuses on what makes this new asset class an attractive opportunity and offers some guidance on avoiding pitfalls if you are a broker or investor. Mr. Seitel shares his knowledge in the life settlements space to provide a comprehensive overview of everything from developing partnerships to completing due diligence on deals.
- Strategic Alliances
- Due Diligence
- Pricing
- Rate of Return Expectations
- Compliance
- The Future of the Industry
"Life Settlements Regulation"
Life settlement companies, life insurance producers, and financing sources all want to know more about this emerging and complex industry. This session discusses the many legal and business issues that participants in the marketplace encounter. The session also covers life settlements basics, describes various transaction structures, and provides some perspective on where the industry is headed.
- Definitions & History
- Legal & Business Issues
- Regulatory & Political Issues
- Providers, Brokers & Investors
- Transaction Structures
- Challenges & Rewards
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