The Life Settlements Conference

The Life Settlements Conference by DealFlow Events is the premiere event uniting the most active and influential participants in this highly specialized market. For years, DealFlow has delivered this conference on every cutting-edge facet of the life settlements market. Our content and the professional speakers who deliver it are without equal.

Clients will tell you, just as they repeatedly tell us, that The Life Settlements Conference is a powerful networking and learning tool.

DealFlow hosts the largest independent and only non-biased event in the industry. These are not public relations events, but meaningful conferences that cover the pros and cons of life settlements and the current state of this market. This is why so many investors attend. You’ll want to meet them.

Clients will tell you, just as they repeatedly tell us, that The Life Settlements Conference is a powerful networking and learning tool.

DealFlow hosts the largest independent and only non-biased event in the industry. These are not public relations events, but meaningful conferences that cover the pros and cons of life settlements and the current state of this market. This is why so many investors attend. You’ll want to meet them.

Hosted By

Education

Discussion of legal issues, finance trends, and marketing techniques.

Networking

Surround yourself with thought-leaders in the industry.

Business Development

Innovative ideas from a roster of investors, bankers, and finance pros.

The Agenda

Everything you ever wanted to know about life settlements.

Missed the event? Get the Audio/Book Kit.

The Agenda: Comprehensive Content & Innovative Ideas

This year we are taking our commitment to producing a cutting-edge curriculum to a new level. Take a look at the growing list of discussions we’ve planned.

Breakfast & Registration

Opening Remarks & Welcome

Originating Assets: How The Market is Expanding the Reach of Life Settlements (Panel)

  • Lead Generation and Life Settlements
  • Traditional Life Settlement Brokering
  • Working Directly with Insurance Agents and Financial Advisors
  • Assessing the market opportunity and growth in the marketplace

Cost of Insurance (Presentation)

  • Impact of rising insurance costs on universal life policies
  • Pitfalls for buyer and sellers in the secondary market
  • Effect of low yields on insurers’ business
  • Increasing COI is an inducement to sell policies vs. added expense for investor

Cyber Security in Life Settlements (Presentation)

  • Rules and regs relating to cyber security
  • Cyber liability insurance overview.
  • Cyber security risk management

Networking & Coffee Break

Supply Chain and Yield Compression (Presentation)

  • Understanding the risk/yield equation
  • Life settlements market volume in relation to ROI
  • Gauging contract price as a factor of investment sentiment

Buyside Electronic Records Management (Presentation)

  • Standardizing industry transactions
  • Impact of new technology advancements
  • Trends in migrating paper health records to the digital domain

Life Settlement Due Diligence – From Policy to Portfolio to Fund (Panel)

  • Best practices for identifying legitimate, potentially lucrative Life Settlement investments
  • Examining policies, asking investment advisors the right questions
  • Evaluating LS funds when examining individual policies is impractical
  • What if insurers refuse to pay the benefit?
  • Current wisdom on portfolio valuation

Lunch

Current & Pending Tax Issues Facing Life Settlements Investors (Panel)

  • The latest rules of the road with TCJA and more
  • Viatical taxation versus Life Settlement taxation
  • How new tax laws benefit consumers
  • Life Settlement funds and tax compliance
  • Understanding which insurance policies are now less desirable under new tax laws

Networking & Coffee Break

“Consumer-First” Laws and Regulations are Coming for Financial Professionals – and That’s Good for Life Settlements (Panel)

  • Both financial advisors and insurance producers, and their firms, are facing a growing number of ”best interest” and “suitability” rules and laws
  • The role and obligations of insurance agents and financial advisors
  • How life settlements meet the best interests of clients
  • Review of proposed federal life settlement legislation

Blockchain Applications in Life Settlements (Presentation)

  • Securing transactions
  • Accelerating retrieval of electronic health records (days, not weeks)
  • Transforming life settlements contracts into tradeable liquid assets

Trends in Life Settlement Investments: Looking Ahead for Capital Market Opportunities (Panel)

  • Opportunities for capital markets to participate in growth over the next decade
  • Investing in life insurance assets
  • The business of life settlements
  • Other secondary market investment opportunities
  • M&A trends: private equity firms absorbing Life Settlement companies

Closing Remarks and Event Wrap Up

Register Today.

Corporate Sponsors

Our sponsors are thought-leaders in the alternative finance industry. Corporate sponsorship provides unmatched exposure during a lengthy promotional campaign and the conference itself. Benefits include pre-conference publicity, logo and literature placement, exhibit space, online ad placement, and complimentary registration.

To become a sponsor, contact Charlie Napolitano at (516) 876-8006 extension 20 or charlie@dealflow.com.

Sponsors

Venue

TKP New York Conference Center
109 West 39th Street
New York, NY 10018

The TKP New York Conference Center is conveniently located within walking distance of Grand Central Terminal, the Port Authority Bus Terminal, and Penn Station.

For this event, we have contracted to rent the entire 2nd floor facility to accommodate our attendees and sponsors.

Venue

TKP New York Conference Center
109 West 39th Street
New York, NY 10018

The TKP New York Conference Center is conveniently located within walking distance of Grand Central Terminal, the Port Authority Bus Terminal, and Penn Station.

For this event, we have contracted to rent the entire 2nd floor facility to accommodate our attendees and sponsors.

© DealFlow Financial Products, Inc. (d/b/a DealFlow Events). All rights reserved. DealFlow Events™ and The Life Settlements Conference™ are trademarks of DealFlow Financial Products, Inc.