ORLANDO, Fla., April 03, 2017 -- The Life Insurance Settlement Association (LISA) today announced the schedule and featured speakers for its 23rd Annual Spring Life Settlement Conference, to be held May 14-16, 2017, at the Omni Austin Hotel in downtown Austin, Texas.
This annual event was one of the first professional gatherings of professionals in the life settlements industry and continues to bring together a wide range of industry participants – including life settlement providers, brokers, service providers and institutional investors. This is the first time the annual event has been held in Austin.
“This year’s Spring Conference will focus on educational content related to some of the critical emerging business issues that our members are confronting, such as cybersecurity concerns and potential changes in tax laws related to life settlement transactions,” said Darwin M. Bayston, CFA, president and chief executive officer of LISA.
To register for the conference, please click here.
Some of the featured sessions at the conference include:
- Cybersecurity - Are You Prepared for the Bigger Better Future?
Expert panelists Brian Casey, Jule Rousseau and Thomas D. Sherman will discuss emerging cybersecurity threats and the importance of thorough preparation by members of the life settlement industry. - The Digital Age: Cyber Insurance
David Souders will address risk transfer strategies and insurance considerations for companies in the life settlements space. - How Do You Tax That? Procedural Issues for Life Settlement Transactions
Industry experts Mark H. Leeds and James W. Maxson will address common taxation questions surrounding a variety of life settlement transactions and will take a deep dive into potential changes in tax laws that could affect the life settlement industry in the future. - Innovations in Life Expectancies
David Marantz and other panelists will cover new and innovative strategies to estimate life expectancies, including tools that will help propose life settlements as a viable option to interested investors.
In addition to the educational content, the conference will feature a number of professional networking opportunities and social outings, including a “Welcome Networking Reception” on May 14th, sponsored by CMG Life Services, and an “Austin Late Night Party” on May 15th, sponsored by Austin-based Magna Life Settlements.
“LISA works to promote consumer awareness, advance legislation and regulation, attract capital and help industry players thrive in the growing life settlement marketplace,” said Bayston. “This conference is an important opportunity for anyone who participates in the industry -- or is considering entrance into the industry -- to learn about the market conditions, better understand the emerging opportunities and challenges, and meet some of the key people in the business.”
First-time conference attendees are eligible for a 30 percent discount off the non-member rates for the conference. For more information about the 2017 Spring Life Settlement Conference, please go to www.lisa.org.
About the Life Insurance Settlement Association
The Life Insurance Settlement Association (LISA) is the nation’s oldest and largest organization representing participants in the life settlement Industry, with a current membership of more than 90 companies doing business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. The mission of LISA is to promote the development, integrity and reputation of the life settlement industry, to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. For more information, visit www.lisa.org.
Media Contact: Daryn Teague (805) 358-3058 [email protected]


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