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December Webinar - Chris Orestis - The Evolution of Life Settlements to Help Seniors Pay for Care
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This session educates insurance agents and advisors on the secondary market for life insurance, also known as viaticals and life settlements. From the history of the market through the evolution of industry regulation and compliance to today’s modern secondary market. The life settlement market has evolved over the last 30 years into a mainstream financial tool to help seniors fund retirement and long-term care.

 Export to Your Calendar 12/12/2019
When: Thursday, December 12, 2019
12:00 PM
Where: United States
Contact: CSA Marketing
800.653.1785

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This session educates insurance agents and advisors on the secondary market for life insurance, also known as viaticals and life settlements. From the history of the market through the evolution of industry regulation and compliance to today’s modern secondary market. The life settlement market has evolved over the last 30 years into a mainstream financial tool to help seniors fund retirement and long-term care. Participants in this session will take away a robust understanding of this growing sector of the insurance marketplace and how it fits into their practice.


Attendees will:

  • Understand the modern secondary market, regulation, taxation and fiduciary considerations
  • Understand Long-Term Care funding strategies with life settlements
  • Learn how LifeCare Xchange is the only no-load life settlement
  • Learn New tax-advantages for settlements
  • Pending legislation on Capitol Hill that would change the tax code to create a tax-free LTC Benefit Account funded by settlements
  • Navigating Fiduciary liability concerns for advisors
  • Understand practical application from case studies


About the Presenter:

Chris Orestis is an over 23-year veteran of both the  insurance and long-term care industries, a nationally known  senior care advocate, acknowledged expert on insurance, life settlements, and long-term care issues. He is a former DC lobbyist and political expert, and very well known in the world of life and health insurance brokerage distribution. His career began working in the White House and for the Senate Majority Leader on Capitol Hill. From that point, he spent the next several years representing the health and life insurance industry as a lobbyist in Washington, DC and in the states. In 2007, he was the first to focus the use of life settlements as a tax-free vehicle for seniors to pay for Long-Term Care through the creation of an LTC-HSA. Chris is a recipient of the ID 20 Award,  a frequent industry speaker, and the author of books “Help on the Way” and “A Survival Guide to Aging”.


Join us for this informative webinar.

CSAs: To automatically obtain CSA continuing education credit, please ensure you have provided the email address associated with your CSA account and you connect to the webinar through the web and audio option. 

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