The Agenda

OUR PHILOSOPHY: "THE PROGRAM ALWAYS COMES FIRST"

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

Lunch

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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