19th Annual Fall Life Settlement and Compliance Conference

  • When:

    • Wednesday  Oct 9th7th Annual Compliance Conference
    • Thursday – Friday Oct 10th – Oct 11th 19th Annual Fall Life Settlement Conference


    • The Hyatt Regency, Orlando, FL (Formerly Peabody Orlando)

    Register Now!

    LISA’s Conferences are simply the best in the industry. The Gold Standard of conferences, every new and emerging development in the life settlement industry over the past 20 years has been introduced, discussed, and debated at LISA’s conferences. The ideas, information and materials presented at the conferences are at the core of a market in the process of revitalization and resurgence.

    Our program begins with the Compliance Conference being held on Wednesday, October 9, 2013 from 12:30 PM – 5:30 PM.
    This Conference is in its 7th year and is the only conference in the life settlement market dedicated to compliance-related issues.
    The program includes an in-depth discussion of regulatory, legal and ethical issues impacting all aspects of the life settlement market.
    Attendees will be eligible to earn CLE credits on selected sessions.

    The Life Settlement Conference will be held Thursday, October 10, 2013, beginning at 8:30 AM and ending on Friday, October 11, 2013 at 3 PM.
    In its 19th year, LISA’s life settlement conferences are simply the most insightful and  well-attended in the industry.

    Highlights include a Harvard Business School Case Study discussion focused on the life settlement market and a keynote address by one of the foremost authorities on marketing and selling to baby boomers. Other topics will focus on the changing role of intermediaries, consumer outreach, public policy  and investors’ increasing role in shaping the industry.


    Who Should attend:

    • Institutional Investors – pension funds, endowments, family offices, foundations, private equity finds, financial advisors
    • Life Settlement Compliance Directors
    • Life Insurance Compliance Officers
    • State and Federal Regulators
    • Financial Advisors
    • Regulatory Department Personnel
    • Consultants
    • Attorneys
    • Life Settlement Market Participants

    The Compliance and Life Settlement Conferences are DO NOT MISS conferences!!

    It has never been more important to stay up to date on the developments that will define the resurgence of the life settlement market.
    Join 200+ of your industry colleagues and other experts to participate and interact in the dialogue.

    Read Entire Agenda

    Platinum Sponsors

    For more than 30 years, Coventry has been redefining insurance. By uniquely bridging capital and insurance markets, we created the secondary market for life insurance and pioneered the resulting life settlement industry, opening a wealth of opportunities for consumers, financial professionals, and institutional investors alike. Our efforts have delivered more than $3 billion to policy-owners and launched a global longevity market.

    Today, Coventry is a global financial services company with operations throughout the world’s major financial centers. We are committed to establishing a healthy and vibrant secondary market for life insurance. Our global distribution platform and deep structuring expertise offer a range of custom solutions to counter-parties worldwide, providing institutional investors with unrivaled access to the US longevity market.

    At CMG Life Services, our experienced team of financial, legal, insurance and securities professionals is dedicated to delivering institutional grade opportunities. We provide a full array of life settlement services to institutional clients, supported by our provider affiliate.

    We are an industry leader in financial performance in this asset class delivering to our clients over the last seven years average annual returns on investment (IRR) on matured policies in excess of 20% and profit (all inclusive) of over $267 million on over $566 million of maturities.  Our ability to quantitatively measure and forecast future internal behavior of policies allows us to select policies that perform well beyond actuarial life expectancy.   Our proprietary analytical tools provide in-depth valuation analysis of policies acquired through modeling various metrics, including mortality, premium burden, and time horizons. Following policy acquisition, we stand ready to provide portfolio management services, including premium payment, premium optimization, valuation, life tracking and benefit collection services. The continued performance of over $5.5 billion (face) that we have acquired validates our analytics and our experience.

    Silver Sponsors


    Since 2006, GWG has purchased over $1.45 billion in U.S. policies and has maintained over $350 million in senior bank financing for the asset class. In addition, GWG registered with the U.S. Securities and Exchange Commission in 2012. Policy holders, brokers and agents partner with GWG because of our experienced management team and alliances with leading financial institutions. We provide professional service and maintain the highest standards in regulatory compliance. Located in Minneapolis, GWG brings leadership and knowledge to the secondary market for life insurance.

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