Life Settlements Likely to be Hot Regulatory Topic The life settlement industry has seen an increase in the recognition in the weeks following a New York Times story of securitization of life settlements. Congress has already held hearings on these investments and the likely impact they will have on the [...]

New Investment Opportunities for Hedge Funds A recent New York Times article discusses how some investment banks are planning to securitize life settlement policies.  The article explains that there is likely to be a strong demand for such securities.  Much like the securitization of mortgages, life settlement securities would have [...]

Many life settlement hedge fund managers which establish life settlement hedge funds come from the insurance industry (although we have dealt with managers who are also registered as investment advisors).  Accordingly, many managers are surprised when we discuss the issue of potential investment advisory registration.  The central question is whether [...]

Over the past few years life settlements have become a more attractive investment opportunity and there is an increase in the amount of hedge funds which are being formed to invest in various life settlement strategies.  This article will discuss life settlements and will introduce some of the issues which [...]

This release is from the Washington State Department of Financial Institutions. **** In 1999, Securities Administrator Deborah Bortner sent out a letter to insurance agents in the State of Washington regarding the applicability of the state securities laws to the offer and sale of viatical settlement contracts to investors. Under [...]