Traded Life Policy Investments Course
|
Location: Available Globally |
Dates: Open date - Open date | Duration: - | Price: |
|
Traded Life Policies (TLPs or Life Settlements), the secondary trade of US Life Insurance Policies, are a rapidly growing investment market as investors increasingly seek out returns that are not correlated to the Fixed Income and Equity markets as well as having visible and fairly definite returns. A major problem is a lack of understanding as to the structure, process and pricing of this unusual Investment class. This course is designed to give delegates a comprehensive overview of the market, its participants, processes and example prices besides current issues. No prior knowledge of the Insurance or Traded Life Policy universe is assumed. Delegates Course categories:Asset Management Inhouse, Insurance Inhouse |
|||
|
Introduction - What is a TLP? History and jargon. Viaticles, Size of market - How does it compare to other investment products(correlation with traditional asset classes, level of returns) -The players: insureds, beneficiaries, funds, brokers, underwriters, tracking agents - What is a STOLI and what are the issues ? - What is premium financing and what are the issues ? -Components of a life policy (whole life, universal life, cash value, premiums, wet policies, dry policies, contestability) -Different Life Settlement products. Direct vs. Synthetic |
Regulation -State vs. Federal -Self-regulation and voluntary practices Valuation -The 4 key variables (Face value, premiums, discounts and life expectancy) -Transaction costs -Expected returns Structuring -Trust setup -Buying a wet policy or a dry policy -Typical valuations and commissions |
||
|
|
|||
|
For more information or to be contacted by the event provider please fill this form:
|
Price:
|
||
|
|
|||
|
CONTACT US |
|||
 |
Email: info@financialveritas.com Phone: +44 208 133 5917 |
 |
 |
