SOURCE: Life Insurance Settlement Association

Life Insurance Settlement Association

September 10, 2012 13:30 ET

Optimism, Expectations High for Life Insurance Settlement Association's 18th Annual Fall Conference

Conference Will Empower Consumers, Investors With Information About Secondary Market for Life Insurance

ORLANDO, FL--(Marketwire - Sep 10, 2012) -  The Life Insurance Settlement Association (LISA) proudly announces its agenda and keynote speakers for its 18th Annual Fall Life Settlement Conference and Life Settlement Compliance Conference, coming to the Portofino Bay Hotel, in Orlando, FL, on November 7-9, 2012.

This informative three-day event will empower consumers and investors alike with detailed knowledge about life settlements and the possibilities and rewards of this burgeoning market for life insurance. 

"The life settlement industry has every reason to be filled with optimism. Awareness is growing about the benefits of the life settlement option, and consumers have a lot to gain as awareness expands. Millions of Baby Boomers hold hundreds of billions of dollars of life insurance that could become life settlements. Boomers' financial resources are well documented. Their life insurance policies are an important asset in meeting their retirement needs. Businesses and individuals simply can no longer afford to ignore life settlements," said LISA President and CEO, Darwin Bayston.

Scheduled key speakers for the conference include:

  • Dan Veto, Senior Consultant - Age Wave
    Serving and Riding the Age Wave: Exploring Our Aging Population's Effect on the Life Settlement Industry
    A media expert and highly sought-after keynote speaker on aging and retirement, Mr. Veto has contributed his insights to numerous top consumer and trade publications including The New York Times, Business Week, Smart Money, Financial Planning, and Research Magazine.

  • Shama Kabani, Founder and Award-Winning Chief Executive Officer - Marketing Zen Group
    Co-Presenter: Marketing in the 21st Century: Building Credibility in Outreach, Communication, and Education
    Business Week honored Shama Kabani as one of its "Top 25 Under 25" entrepreneurs in North America. In 2010, Ms. Kabani won the prestigious Technology Titan Emerging Company CEO Award. In 2011, Entrepreneur magazine dubbed her the "The Zen Master of Marketing."

  • Brian Glicklich, President - Sound Mind, LLC
    Co-Presenter: Marketing in the 21st Century: Building Credibility in Outreach, Communication, and Education
    Mr. Glicklich advises broadcasters, broadcast CEOs, Fortune 100 CEOs, and other high-impact business leaders on digital strategy and execution.

Ms. Kabani and Mr. Glicklich will share their perspectives on how to develop, plan, and execute digital strategies as innovative opportunities grow for educating, informing, and building interactive relationships with current and prospective life settlement participants.

LISA's 18th Annual Fall Event will also include sessions on how to maximize transaction efficiency, in-depth analyses of life expectancies, and premium optimization techniques to improve investment returns.

Attendees will also get the latest news on what's ahead for the industry, including an update on key developments in legislation and regulation that began in 2012 and will shape the 2013 legislative landscape. Also on tap is a discussion of recent life settlement cases and their impact on the industry.

In addition to Mr. Veto, Ms. Kabani, and Mr. Glicklich, other confirmed speakers include:

  • Sheri Townsend - Asset Servicing Group, Cynthia Poveda - Crump Life Insurance Services, Andrew Plevin - BroadRiver Asset Management LLC, Clay Gibson - Magna Life Settlements
    Broker, Provider, and Investor: A Partnership in a Successful Settlement Transaction

  • Alan Buerger - Coventry, Paul Siegert - GWG, Darwin Bayston and Wesley Costa - LISA
    The Life Insurance Settlement Center for Education

  • Michael Freedmam - Coventry, Ralph Hudgens - Georgia Commissioner of Insurance, Robert Wooley - Adams and Reese LLP
    Legislative and Regulatory Challenges in the Coming Year

  • Ira S. Lipsius - Lipsius-Benhaim Law LLP and Steven G. Sklaver - Susman Godfrey LLP
    Court Cases Reveal Instructive Information

  • Dave Mycek - Mycek, Inc. Actuarial Consulting, Kiri Parankirinathan - Life Product Developers, Inc.
    Life Expectancy Analysis and Premium Optimization Improve Investment Returns

  • Narayna Naik - London Business School
    Data and Its Value to the Industry

LISA is pleased to offer its members a chance to earn a free registration for this event. Visit our event site for details.

To register and learn more about the conference, click here.

For the latest news and insights on life settlements, follow us on Twitter @LISAgroup.

About LISA

Established in 1994, the Life Insurance Settlement Association is the oldest and largest trade organization in the life settlement market. Its goal is to advance the highest standards of conduct for market participants and to promote education and awareness to consumers, investors, and public officials. LISA represents more than 100 member firms including 2500 professionals from life settlement brokers, life settlement providers, institutional investors, life settlement servicers, and other service providers.

For more about the association, visit

Contact Information

  • For more information contact:

    Tisha Williams
    Director of Member Services and Sales
    Life Insurance Settlement Association
    407 894 3797
    Email Contact