Why LSInsights?

Insight Makes a Difference

LSInsights strives for excellence in all its business units by developing world-class capabilities that enable its partners to offer advisors:

Incomparable Sales Support
• Instant life settlement quotes
• Policy-specific valuation illustrations for clients
• Customized marketing material
• CE classes and online training
• On-site life settlement expert as well as dedicated marketing and case managers

Fully Compliant Life Settlement Operation
• Comprehensive E&O coverage
• Licensing support

High Standards
• Pure broker — no conflict of interest
• Full-time compliance staff
• 100% NAIC Model Act compliant
• 100% HIPAA compliant
• Multiple bids optimize settlement values
• World-class systems & marketing

World-Class Technology
• 24/7 online access to case status
• Access to the only open, forward, transparent life settlement exchange
• Secure document management system

Highest Settlement Values
• Case design experts help restructure policies to optimize settlement values
• Policy-specific institutional buyer selection
• Competitive bidding process among multiple funding institutions

Deep Market Knowledge
• On-staff medical director
• Proprietary pricing models
• Continuous trend analysis
• Consumer education brochures
• CE classes for advisors
• Published industry articles

Pioneering Change

In 2004, the management team of Life Settlement Insights (LSI), sought a more efficient way to manage negotiations with the many buyers of life insurance on the secondary market.

LSInsights partnered with experienced auction consultants and an auction technology company, to build LifeX. On April 29, 2005 LifeX launched the World’s first online trading system for life settlements and completed its first transaction.