Panel Discussion: Life Settlements Make a Comeback!
Speakers: Andrew Plevin, William Ketterer, Kunal Sachdeva, Jon B. Mendelsohn, CEO
Year: 2018
Body of Knowledge:
Product,
Life Settlements
Competence: Sales |
Level: Basic |
Session Rating: 3.97
Life Settlements are generating the highest offers in 10 years.?
CAPITAL- New funds offering on healthy insureds- Niche markets that never existed before- New capital sources extending the buy box- Seller’s market, capital chasing policies
UNDERWRITING- Some offers can be delivered in week one- Simplified offers – no APS/LE required- Shorter contracting than ever before- Longevity risk vs. mortality risk
DIFFERENTIATION- Bring back those cases that didn’t work before- Help your clients recover from COI increases- New interest shown by the academic world- Potential impact of tax reform