What’s Driving Life Settlement Growth?

• 85% of term policies and 88% of universal life policies will expire, lapse, or be surrendered before a death benefit is paid – a significant loss for the policyholders.
• $200 billion worth of life insurance will be surrendered or lapsed annually through 2027.
• 55% of client’s don’t know they can sell their life insurance.
• The life settlement industry is growing on average 34% per year.

The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us and a panel of subject matter experts as we examine current market trends in life settlements and how you can leverage this important financial tool.

Topics we will explore include:

• How the marketplace is evolving, including new capital sources driving flexibility and higher payouts for your clients.
• How firms are creating value for clients within the financial planning process while driving new sources of revenue.
• Why more policyowners are open to selling their existing life insurance
• How to identify life settlement opportunities in your client base and business growth plans.

Hosts

Scott Stathis and Bob Mittel

Guests

• Alan Buerger, Neal Jacobs, Peter Hershon, and Patrick Cahill of Coventry
• Hugh Cameron of JBC Companies, and…
• David Henry of Financial Independence Group

Sponsoring Partner:

Coventry

Music Credits:

Band: A Rusty Something (Nick Simpson)

Song: Someone New