The Agenda


The Life Settlements Conference is the premiere event uniting the most active and influential participants in this highly specialized and rapidly evolving market.

The Life Settlements Conference - September 13, 2018

07:30 AM

Breakfast & Registration

08:30 AM

Opening Remarks & Welcome

08:40 AM

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

09:30 AM

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

10:00 AM

Cyber Security in Life Settlements (Presentation)

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

10:25 AM

Networking & Coffee Break

10:45 AM

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

11:15 AM

Buyside Electronic Records Management (Presentation)

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

11:45 AM

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

12:35 PM


01:35 PM

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

02:25 PM

Networking & Coffee Break

03:00 PM

“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

Michael Freedman, CEO - Moderator

Lighthouse Life Solutions

Matt Dolan, Executive Director - Panelist

Alliance For Senior Health Care Financing

Nat Shapo, Partner - Panelist

Katten Muchin Rosenman

03:55 PM

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

04:25 PM

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

05:15 PM

Closing Remarks and Event Wrap Up

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