The Core
News, insights & updates

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News, Transaction Advisory
Insurtech-Powered Life Policy Analysis: Transforming Advisor Efficiency and Client Service
All professional financial advisors should be familiar with the landmark case of Hillman v. Maretta. As...
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News, Transaction Advisory
The Impact of Insurtech on Life Insurance Underwriting
The life insurance industry is experiencing a technological revolution. Advanced insurtech tools are reshaping traditional underwriting...
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News, Transaction Advisory
Leveraging Insurtech APIs to Maximize Life Insurance Value
Life insurance professionals and financial advisors are increasingly turning to technology to enhance their service offerings...
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News, Transaction Advisory
How Life Insurtech Software Platforms Transform the Client Experience for Financial Advisors and Wealth Managers
The financial services landscape is experiencing a seismic shift as life insurtech platforms revolutionize how advisors...
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News, Transaction Advisory
Conning Life Settlement Market Forecast Points to Favorable Drivers for Continued Growth
It should never be surprising when participants in a specific industry express optimism about the future...
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Insured Tracking Services, News, Policy Servicing
Life Settlement Market Returns to Growth, According to The Deal
One of the bellwether annual reports that tracks activity in the U.S. life settlement industry was...
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News, Transaction Advisory
Look Beyond the Headlines on U.S. Life Expectancy Data
The most recent data released by the National Center for Health Statistics (NCHS) found that life...
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Client Services, Transaction Advisory
American Retirement Funding Gap Creates Long-Term Market Opportunity for Life Settlements
One of the long-term challenges for the American economy is that the U.S. population is aging...
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Policy Servicing, Transaction Advisory
Market Forces Driving Growth of Life Settlement Transactions in U.S.
The U.S. life settlement market appears to have found its stride. After a rocky period in...
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Insured Tracking Services, Policy Servicing
Three Ways That AI and RPA Will Improve the Life Settlement Transaction and the Continued Servicing of Life Settlement Portfolios
The U.S. life insurance industry is beginning to understand the vast potential benefits of robotic process...
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Client Services, Insured Tracking Services, Transaction Advisory
The Importance of Data Security in the Life Settlement Industry
One of the unfortunate realities we must confront in the digital age is the constant threat...
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