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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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Over 33 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 33 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 33 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 Casey

Brian Casey

Locke Lord LLP

  • Partner in the office of Locke Lord LLP
  • Practice emphasizes all aspects of corporate, merger and acquisition, corporate and structured finance and other transactional and regulatory matters for corporate clients in the insurance, financial services and health care industries
  • Conducts regular seminars and workshops on numerous topics, including life settlements, examples include Current Trends in Litigation, speaker, Life Insurance Settlement Association (LISA) 25th Annual Fall Life Settlement & Compliance Conference, Oct. 13-15, 2019; Direct to Consumer Marketing Techniques, panelist, The Life Settlements Conference 2019, Sept. 10, 2019; and Investment Structures in Ireland and Luxembourg–Comparison and Contrast, speaker, LISA 9th Annual Life Settlement Institutional Investor Conference, Jan. 28, 2019
  • Wrote numerous publications related to the areas of insurance, recent examples include, co-wrote, "Locke Lord QuickStudy: United States District Court N.D. Illinois, Western Division Sun Life Assurance Company of Canada, Plaintiff, vs. Wells Fargo Bank, N.A., et al., Defendants. Case No. 17 C 06588," Locke Lord LLP, April 13, 2020; co-wrote, "Changes State Insurance Regulators Are Making For COVID-19," Law360, March 30, 2020; co-wrote, "Locke Lord QuickStudy: Jackson National Life Insurance Company vs. Sterling Crum," Locke Lord LLP, March 24, 2020; co-wrote, "Locke Lord QuickStudy: As Companies Seek Alternative Ways to Sign Contracts and Other Records During COVID-19 Pandemic, E-Processes Take Center Stage," Locke Lord LLP, March 18, 2020; and co-wrote, "Top 10 Insurance Laws And Regulations Of The Decade," January 28, 2020
  • Membership information includes Board of Directors, Life Insurance Direct Marketing Association (LIDMA) (2006 - present); Board of Directors, Life Insurance Settlement Association (LISA) (2002 - 2013, 2019 - present); member, Executive Committee, European Life Settlement Association (2014 - present); Board of Directors, Life Settlement Association of Canada; and member, Association of Alabama Life Insurance Companies (2002 - present)
  • Named The Best Lawyers in America® for Insurance (2018 - 2020); named in the List of the 100 Most Powerful People in the Insurance Industry - North America (2002 - 2010); and named, Ten Most Influential People in Life Settlements, Life Settlement Review (2008 - 2010)
  • LL.M. degree in taxation, Emory University School of Law; J.D. degree, The Ohio State University Moritz College of Law; B.A./B.S. degrees in accounting, summa cum laude, Auburn University
  • Can be contacted at 404-870-4638 or [email protected]
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Why Lorman?

Over 33 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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