In the 21st century, the life settlement industry has every reason to be optimistic.  Millions of Baby Boomers hold hundreds of billions of dollars of life insurance that could become life settlements.  Boomers’ need for financial resources is well documented.
Their life insurance policies are an important resource in meeting their retirement needs.

While awareness is growing about the benefits of the life settlement option, many consumers who are able to take advantage of the life settlement option still lack knowledge or are misinformed about the industry.

Consumers have a lot to gain as awareness expands.  Advisors are positive about the benefits of the life settlements option and have expressed a motivation to learn more.  As a result, The Life Insurance Settlement Association’s primary goal is to educate advisors and consumers of this highly attractive option.

According to a study conducted by the U.S. Government and Accountability Office in 2010, consumers who chose to sell their policies pursuant to a life settlement transaction received an average of 700 percent more than if that same consumer had sold the policy back to the insurer for the policy’s cash surrender value.  When one considers the value that consumers may possess of which they are unaware and shrinking retirement portfolios, there is no question that the time has arrived to ask questions and learn more about this option

LISA now offers options for online education that may satisfy some states continuing legal education credits. Specific credit information varies and is identified in each individual activity. We are also proud to offer non-credit courses based on various presentations from our conferences. Each presentation has been categorized based on topics that are extremely valuable to the industry.  The Life Insurance Settlement Association will be the authority in life settlement education and soon we be providing CE, CFP, CPE, and CLE credit courses to the broad spectrum of insurance producers, financial planners, CPAs, attorneys, and others connected to the industry.

How it works?

1. Select and purchase your non-credit or credit course.

2. Your receipt is e-mailed to you.

3. Another e-mail with your login and password will be sent.

4. Login to your customized LISA EDUCATION PORTAL website with you username and password to take your course.

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Ready to start learning? Select below between non-credit and credit courses:


Understand the Basic of Life Settlements.  Download this educational guide for consumers now!



General Information For Consumers and Producers

  1. What is a Life Settlement?

  2. Life Settlement History  

  3. Taxation in Life Settlements

  4. The Life Settlement Process Step by Step

  5. Glossary of Terms

  6. Case Studies

  7. Market Research

General Information For Producers only

  1. Assisting a Client Through the Life Settlement Process

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