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Life Health > Life Insurance

Life Settlement Investors Head to New York

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The Life Insurance Settlement Association (LISA) is bringing investors and representatives from life settlement companies to New York on Monday for a party.

The life settlement market players will be celebrating the recent passage of the Tax Cuts and Jobs Act (TCJA, at LISA’s eighth annual conference for life settlement institutional investors.

Life settlement firms have had trouble finding a steady supply of life insurance policies that are suitable for the life settlement market.

The TCJA may solve that problem, by simplifying the tax rules for consumers who are selling their policies, and by increasing the estate tax exemption in a way that could make many of the large life insurance policies now in force for estate planning purposes unnecessary. 

(Related: How the New TCJA Tax Law Affects Life Settlements)

LISA is bringing in James Maxson and Thomas Weinberger, life settlement lawyers, to talk about how TCJA provisions could increase the number of in-force life insurance policies available for sale.

But life insurers have been startling life settlement firms in recent years by increasing cost of insurance (COI) charges on some universal life insurance policies.

Widespread COI increases could hurt the performance of life settlement investments.

LISA will offer an entire conference session on evaluating the COI risk in a block of life insurance policies. Matthew Sheridan and Mark Venn, two life settlement investment specialists, will be the speakers.

The top-level sponsor for the conference is Corry Capital Advisors, an investment advisor that focuses on assets in the life settlement market.

Two of the other high-level sponsors are Bank of Utah, which provides life settlement trust services, and Coventry.


LISA has posted links to information about the conference here.

— Read Talking About Life Policy Value Could Prevent Panic Stock Sales on ThinkAdvisor.

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