Learn the unique history of the secondary market for life insurance (aka, life settlements or viatical settlements). Join Ben Fraser and Anne Buchanan from Preston Capital as they uncover the intricacies of this asset class, including how to underwrite and identify key risks.
0:00 Introduction
2:20 What Are Life Settlements?
4:35 Factors Driving Demand
6:49 Extended Life Expectancy
9:25 Wealthy Individuals and Medical Breakthroughs
11:58 Speculation on Consciousness Transfer
14:36 Impact on Insurance Contracts
17:09 Changes in Tax Code
19:40 Marketplace for Life Settlements
22:12 Selling Policies at a Younger Age
24:45 Evaluating Investment Opportunities
27:30 Conclusion and How to Learn More
30:06 Questions about Investment Managers
33:17 Risks and Underwriting Precision
35:56 Portfolio Structure
38:35 Liquidity and Tax Implications
41:07 Educational Webinars and Contact Information
Connect with Anne Buchanan on LinkedIn https://www.linkedin.com/in/annebuchanan121/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
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