After being very quiet since the financial crisis of 2008, the life settlement market is once again attracting capital and is a viable option for in-force life insurance policies on insureds ages 75 and above which are no longer needed, wanted or affordable. The landscape, however, is substantially altered. The secondary market is now regulated in nearly all major states, including New York, and the process of evaluating policies, obtaining viable offers and getting cases closed requires a good understanding of the realities of the marketplace. So this Life Settlement Master Class is open to all financial advisors, life insurance agents, wealth managers, CPA's and estate planning attorneys.
The topics to be presented are:
The life settlement landscape
How to evaluate and price policies
The regulatory and compliance environment
The investor's viewpoint
The all-star panel of featured speakers are:
The moderator is Stephen Shorrock-Director of Veris Settlement Partners, columnist for The Financial Advisor, former President/CEO of Bankers Life Insurance Company of New York
Russel Dorsett-Director of Veris Settlement Partners, President of the Life Insurance Settlement Association. Russel will be speaking on The Current Life Settlement Landscape.
Mark Venn-CEO, ClearLife, founder of Mizuho International's Asset Finance Group. Mark is discussing What Makes a Life Insurance Policy an Attractive Investment?
Vincent Pellegrino-Director, Longevity Markets, Credit Suisse. Vincent is speaking on Life Settlements From an Investor's Perspective.
Tuesday, May 3 Free admission to the first 50 registering for each class
8:00-10:30 am Breakfast meeting at Carlyle on the Green, Bethpage State Park, Long Island
12:30-3:00 pm Lunch meeting at 11 Madison Ave. (bet. 24th and 25th Sts.), The Great Hall Room, Manhattan
To register in advance for free admission, please contact Randy Vogt of Veris Settlement Partners at 631-239-6655 or firstname.lastname@example.org
Veris Settlement Partners is one of the nation's most respected life settlement brokerage firms, and is uniquely positioned to provide financial advisors, CPA's, attorneys and the policy owners they serve with the professionalism, innovation, service and full disclosure that they expect and deserve. We know life insurance, and we know the life settlement business. As the majority of states are now regulated, it is vital to partner with reputable firms that focus on serving the client and managing the process in an efficient, transparent and fully compliant fashion.