Panel Discussion: Life Settlements Make a Comeback!

Speakers: Andrew Plevin, William Ketterer, Kunal Sachdeva, Jon B. Mendelsohn, CEO

Year: 2018



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

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