Advisors, Here’s What You Need To Know About The Life Insurance Settlement Association (LISA) with Bryan Nicholson (Ep. 4)
There’s a lot of information about the life settlement industry, making it tough for individuals and financial advisors to make the most out of it.
Luckily, you are about to explore the strategies you need to use life settlements to your advantage.
In this episode, Mark Mrky and Rob Haynie chat with Bryan Nicholson, the executive director of the Life Insurance Settlement Association (LISA). Bryan explains how the association approaches and promotes life settlements as valuable assets for advisors and consumers.
Listen in as Mark, Rob, and Bryan share the challenges of involving different entities in the life settlement space and the ongoing issue of the Enhanced Cash Surrender Value offer program in the insurance industry.
They discuss:
- Bryan’s role as the executive director of the Life Insurance Settlement Association (LISA) and his mission to promote life settlements as a tool for financial planning
- LISA’s primary audience and the progress they’ve made in cultivating the association as a safe space for exchanging ideas and growing the life settlement field
- The hesitancy for different entities, especially RIAs, to get involved in this arena
- How LISA can be a handy option for individuals, including broker-dealers and RIAs
- Reasons why many broker-dealers and wealth management firms do not allow their advisors to offer life settlements to clients
- And more!
Connect with Mark Mrky:
- 954-326-9378
- 866-326-5433 Ext. 1017
- LinkedIn: Mark Mrky
- Life Insurance Settlements, Inc
- markm@lisettlements.com
Connect with Rob Haynie:
- 954-599-4433
- LinkedIn: Rob Haynie
- Life Insurance Settlements, Inc
Connect with Bryan Nicholson:
About our Guest:
Bryan Nicholson serves as the Executive Director of the Life Insurance Settlement Association (LISA) and the Executive Director of BAHP: The Center for Baby and Adult Hygiene Products. He specializes in Board of Directors management; communications; conference and event planning, promotion, and execution; executive leadership search; membership development and engagement; strategic planning; operations, program, and project management; and website development.
Bryan has an M.A. in International Affairs from the Milano School of International Affairs, Management, and Urban Policy at the New School for Public Engagement in Manhattan and a B.A. in Political Science from the University of Pittsburgh. He is also an active member of the American Society of Association Executives (ASAE).
Podcast: Play in new window | Download | Embed