The Life Insurance Settlement Association (LISA) has released findings from its 2022 Market Data Collection Survey. The data collected represents summary closing data from, twenty LISA provider members  2022 life settlement transactions. These companies executed approximately 95% of the life settlement transactions completed in the 2022 calendar year. “Consumers received over five times more than their Cash Surrender Values (CSV), translating into almost $640 Million more for American seniors than what they would have received from insurance carriers,” announced LISA Chair, Sherry Duart ..read more

ATLANTA, Ga., Oct. 2, 2022 — At its annual life settlement conference, the Life Insurance Settlement Association (LISA) announced that its annual leadership award will be named the Alan H. Buerger Leadership Award.  Last year, Mr. Buerger received the inaugural leadership award. Mr. Buerger co-founded Coventry in 1982 with Constance Buerger and is currently its Executive Chairman.  Under Mr. Buerger’s visionary leadership, Coventry created the secondary market for life insurance, giving life insurance a fair market value, and coined the term “life settlement.”  In creating a sec ..read more

The Life Insurance Settlement Association (LISA) advances the highest standards of practice and professional development for the life settlement industry and educates consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy. As the oldest and largest trade organization serving the life settlement market, the LISA membership is poised to be a key catalyst in a new era of industry growth. On May 3, the Life Insurance Settlement Association (LISA) released findings from its 2021 Annual Market Data Collection Survey. The data collected rep ..read more

Former LISA Executive Director Doug Head Passes Away WASHINGTON, DC., November 16, 2021 Through the Life Insurance Settlement Association’s (LISA) ongoing communication with its members and other market participants, we recently learned that former LISA Executive Director Doug Head passed away in Florida over the weekend following a long illness. Mr. Head led LISA for nearly a decade, from 2001 to late 2010. LISA’s Board of Directors and membership would like to acknowledge, recognize, and reflect on the vast contributions that Doug Head had on the organization he led and the industry he help ..read more

Chairman and co-founder of Coventry recognized as the creator of the secondary market for life insurance FORT WASHINGTON, Pa., March 23, 2021 /PRNewswire/ — The Life Insurance Settlement Association (LISA), the nation’s oldest and largest organization representing participants in the life settlement industry, has awarded Alan H. Buerger, Chairman and co-founder of Coventry, with the inaugural LISA Industry Leadership Award. Under Buerger’s leadership, Coventry created a secondary market for life insurance, led efforts to pass sensible regulation, and transformed the industry by giving consume ..read more

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A press release from Abacus talks about the recently passed tax reform bill doubled the current exclusion of $5.49 million for a single person and $11 million for a couple. Adding further interest to the life settlement option is that the tax reform bill that simplifies tax reporting by allowing the same tax treatment to people selling their policies as those who are surrendering them.  The new rule allows the policy seller to use their full premiums paid as their cost basis. Learn more about how this LISA Member, Abacus Settlements, weighs in on the tax bill and how to tak ..read more

The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Settlement Conference. ORLANDO, Fla., May 17, 2017 (GLOBE NEWSWIRE) — The life settlement marketplace is poised for new growth opportunities as industry participants better leverage emerging technologies to facilitate the sale of seniors’ life insurance policies, according to speakers at this week’s 23rd Annual Spring Life Sett ..read more

The Life Insurance Settlement Association (LISA) today announced that a Senior Staff Member of the Senate Finance Committee, will serve as the keynote speaker for LISA’s Seventh Annual Life Settlement Institutional Investor Conference. The event, which is the leading professional gathering of institutional investors in the life settlements asset class, will be held on January 30, 2017, at The Ritz-Carlton Battery Park in New York City. The featured address, “Insights from Capitol Hill,” will discuss various issues that will impact the life settlement industry over the next few years, from the ..read more