Traded Life Policy Investments

Investment Education Plc

Training

Inhouse

Price on request

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Description

  • Type

    Training

  • Methodology

    Inhouse

Traded Life Policies (TLPs or Life Settlements) the secondary trade of US Life Insurance Policies, are a rapidly growing investment market as investors increasingly seet out returns that are not correlated to the Fixed Income and Equity markets as well as having visible and fairly definite returns. Suitable for: Classical Fund Managers looking for Diversifications. Hedge Fund Managers looking for new investment opportunities. Private Bankers, HNW Managers, Family Office executives. Pension Fund Trustees. Lawyers & Accountants (CPD available). Investment Marketing executives and IFAs

About this course

No prior knowledge of the Insurance of Traded Life Policy universe is assumed

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Subjects

  • Investment
  • Returns
  • Market
  • Trade
  • Accountants
  • Office IT
  • Hedge Fund
  • Private
  • Insurance
  • Fixed Income

Course programme

Traded Life Policy Investments

Content

Introduction

- What is a TLP? History and jargon. Viaticles, Size of market

- How does it compare to other investment product (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, dry policy, typical valuations and commissions

Additional information

Payment options: Future dates to be arranged, available as an in house tailored course - price upon request

See related categories

Traded Life Policy Investments

Price on request

The best Cash Instruments courses

See all

See all