Archives: Schedule
Post Type Description
Market Outlook for Life Settlements
Market Outlook for Life Settlements – Panel
- Updates on latest market conditions
- Tertiary life settlements market
- Transaction potential: projected population of aging seniors with life policies
- Forecasting growth into 2020
Cost of Insurance & Litigation
Cost of Insurance & Litigation – Panel
- Making solid underwriting decisions to avoid litigation
- Steps in dealing with insurance companies refusing to settle
- Estimating the cost of a court fight
- Case examples & outcomes
How Increased Policy Supply Serves as a Catalyst for More Capital Entering the Market
How Increased Policy Supply Serves as a Catalyst for More Capital Entering the Market – Presentation
- Regulation and tax reform generates advisor submissions
- Learn about new policy submission channels
- Fiduciaries can no longer overlook life settlements
- Reputable buyers validate and bring comfort to sellers
Improving Underwriting Through Technology
Improving Underwriting Through Technology – Panel
- Making better life expectancy projections
- Reducing portfolio risk
- Increasing transaction speed
- Using database searches to study prescription and clinical history
Measuring Investment Performance
Measuring Investment Performance – Presentation
- Methods of reporting and best practices
- Single policy valuation
- Accounting for investments
- Assessing asset quality
Direct to Consumer Marketing Techniques
Direct to Consumer Marketing Techniques – Panel
- Why the typical pipeline of financial advisors and estate attorneys isn’t enough anymore
- How to broaden consumer awareness of the LS option through direct marketing
- Reducing costs by dealing directly with consumers