WELCOME TO LIFELINE NEWSLINE! As part of our ongoing commitment to educating financial professionals about Life Settlements and the Life Settlement industry, we are pleased to introduce Lifeline Newsline. Designed to keep you up-to-date on important market developments, company news and industry trends, this new e-publication will feature articles, interviews and profiles that you can use to build your business and achieve greater success. Our goal for this initiative is provide you a place to turn to find answers to pressing questions and important insights available no place else.

To that end, if there is something you want to know more about, please tell us. Submit your thoughts and ideas to amorgan@thelifeline.com. Please include "Lifeline Newsline Feedback" in the subject line and we will do our best to publish stories and articles that provide the answers and information you desire. We hope you enjoy this launch edition of Lifeline Newsline and we encourage you to utilize this valuable resource for many years to come.



By now many of you have heard about the lawsuit recently filed by New York Attorney General, Eliot Spitzer against a previously acknowledged industry leader and some of you may have even felt some backlash from this shocking news. Clearly, alleged fraudulent practices by any firm in a growing and relatively new industry are potentially detrimental, however when they involve a respected industry leader it raises additional cause for concern. While it remains to be seen what will eventually transpire with these allegations and how Mr. Spitzer's recent victory in the New York state gubernatorial race will affect this case, what is undoubtedly clear is now more than ever it makes sense to seriously scrutinize who you work with and how they conduct their business.

As one of the oldest participants in the Life Settlement industry, we can assure you that we have always conducted business in a strictly honest, reputable and responsible fashion. Since the beginning, we have worked on a national level to develop and initiate many of the standards, safe guards and common practices now utilized industrywide. Even more importantly, we continue to operate under the highest standards and work in a prompt and sensitive manner to provide competitive pricing while maintaining the strictest level of confidentiality.

Regardless of what happens and any potential effect this case has on the industry, life settlements are a viable, profitable and beneficial option for the appropriate individual. To that end, we will continue to stay the course and make it our business to help both agents and consumers take advantage of this unique option with honesty, integrity and a level of quality and service truly available no place else.



As one of the initial players in the Life Settlement industry, we have witnessed a dramatic change in the role of trade shows in promoting our business. It seems like just a few short years ago that only a handful of Life Settlement providers elected to exhibit at large conferences and the ones that did simply handed out flyers from behind card tables in the back of the hall. Having just finished up our recent whirlwind trade show tour, we can't help but comment on how different things are today.

First, and perhaps most strikingly, the conferences are just bigger. Seeing the waves of people converge on hotels and convention centers in Washington DC, Dallas and San Francisco recently, we were struck by just how many industry professionals are making treks to these events an important part of their annual business development plans. Secondly, and quite interestingly, Life Settlement providers and brokers are now a permanent (and influential) fixture at these meetings. Complete with elaborate booths, interesting giveaways and prominent promotions, firms of every size are employing heavy-duty marketing strategies to attract attention and generate interest.

In fact, if you attended AALU or NAILBA this year, you probably saw how we got in on the act. If you weren't there, you missed the opportunity to meet Emmy-Award winning actress Betty White at our booth at AALU, and two Dallas Cowboy Cheerleaders at our booth at NAILBA. While they may not have known a thing about actuarial tables or surrender values, they did get us noticed in a truly competitive environment. And perhaps that is the take away message. As the industry continues to grow, this trend will grow right along with it and our annual tradeshows will become increasingly crowded with unique opportunities to get to know Life Settlements.

The following are the dates of upcoming industry events you may want to consider attending. We hope to see you at one of them:







During a routine meeting with his client, a Phoenix, Arizona-based financial advisor realized that his client's $1,800,000 universal life insurance policy was not only underperforming the market but also no longer matched this 78-year-old woman's investment goals. At the time, he recommended a Life Settlement and explained to his client why it was an excellent alternative to cashing in the policy or letting it lapse.

The Lifeline Program purchased the policy for $605,000 enabling the agent to transition his client into a policy that better suited her lifestyle, and giving the client the financial means to cover the premium payments on her new policy for the next 17 years.



In the coming weeks, The Lifeline Program founder and company president, Wm. Scott Page will officially launch his first ever Internet blog. Devoted entirely to discussion about Life Settlements, this unique resource will feature Mr. Page's commentary and opinions about industry trends, news and happenings. A nationally renowned speaker on Life Settlements, Mr. Page has long sought a forum where he could present his ideas and experiences in an informal and conversational manner. The blog aims to provide an outlet for his thoughts as well as grant industry professionals on-going access to the perspectives of one of the industry's true pioneers and leaders. Hosted on our website www.thelifeline.com, Mr. Page will update his blog as often as possible. Stay tuned for a formal announcement about the launch.




NAME Steve Hymes
POSITION Senior Account Manager, Policy Acquisitions

I joined The Lifeline Program two years ago after eight years working in sales exclusively in the Life Settlement industry. As a senior account manager I am focused on managing new cases and accounts and maintaining on-going communication with our extensive Agent network about the status of current settlements. I am also responsible for new agent recruitment and education.

Having worked at several other companies in the industry, one of the most striking aspects of The Lifeline Program is just how much the company cares about people. Often individuals who look to Life Settlements are at a difficult point in their lives or facing an important financial decision. The Lifeline Program truly takes the time and extra steps to make sure everyone is treated with integrity, care and respect. It is really refreshing to work for a company that allows me to be a part of that every single day.






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