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OnDemand Webinar

Legal and Regulatory Status of the Life Settlements Industry

For more than 20 years, the life settlements market has grown into a billion dollar industry recognized by companies and individuals as a strong investment option. As the secondary insurance market becomes more widely know to mainstream investors, savvy estate planners have come to realize that life settlements can be a valuable tool for clients seeking to raise capital. Some may have fallen victim to the recent economic downturn and some may simply find themselves with unneeded life policies that could yield a significant profit on the open market. A life settlement becomes more appealing considering the alternatives which are allowing the policy to lapse or returning the policy to the insurer for its surrender cash value which would most likely be lower than the fair market value it would yield in the life settlements market. This OnDemand Webinar is a must for anyone interested or involved in the life settlements market as an investment option. Topics will include the history of life settlements and its viability as an investment, regulation, and an overview of the current state of the industry including relevant case law and recent legislation.


Runtime: 90 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Welcome and Overview

  • History and Overview of Life Settlements
  • Regulation of Life Settlements

Current State of the Life Settlements Market

  • Developments Within the Market
  • Taxation
  • Securities
  • Market Activity and Challenges

Governmental Studies Affecting the Life Settlements Market

  • Securities and Exchange Commission Life Settlement Task Force Report
  • General Accountability Office Report to U.S. Senate's Special Committee on Aging

The Impact of Dodd-Frank Wall Street Reform and Consumer Protection Act on the Life Settlements Market

  • Overview
  • Consumer Financial Protection Act
  • Asset-Backed Securitization Reforms
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on May 25, 2011.

Call 1-866-352-9540 for further credit information.

No Credit Available

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Brian T. Casey

Locke Lord LLP

  • Partner in the Atlanta office of Locke Lord Bissell & Liddell LLP
  • Serves as the co-chair of the firm’s Corporate Insurance Practice Group
  • Named eight times as one of the 100 Most Powerful People in the Insurance Industry - North America by Insurance Broadcasting
  • Co-wrote one of the first ever life books on the life settlements industry entitled, “Tools & Techniques of Life Settlement Planning,” (National Underwriter 2008)
  • Served as adjunct professor of insurance law, Georgia State University, Risk Management and Insurance Department (1993 to 1997)
  • Named to The International Who’s Who of Insurance and Reinsurance Lawyers 2010
  • Acknowledged in The Legal 500 United States - 2008 Edition for accomplishments in the Insurance Practice
  • LL.M. degree in taxation, Emory University Law School; J.D. degree, The Ohio State University College of Law; B.A./B.S. degree in accounting, summa cum laude, Auburn University
  • Can be contacted at 404-870-4638 or [email protected]
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 384832
Published 2011
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