You would expect one of the oldest Life Settlement providers to advocate education, and we are constantly looking for new & better ways to show insurance and financial professionals how to efficiently incorporate Life Settlements into their overall business strategy to help their clients benefit from them. With this in mind, we will begin offering a variety of new educational webinars.

Designed to provide you the opportunity to know more about Life Settlements from the comfort of your home or office, these unique virtual presentations will be completely interactive and enable you to ask questions and offer comments to other participants, in a community or town hall-type discussion setting. Focused on a variety of topics and subjects relevant to Life Settlements, we encourage you to check your e-mail for a schedule of our upcoming webinars and plan to give one a try. We think you will find the experience valuable and rewarding.




As promised, our president, Scott Page, recently launched his very own weblog. Titled Inside Lifeline, the blog already is home to a variety of interesting thoughts and perspectives on Life Settlements shared by this industry pioneer & others. To check out what Scott and others have to say, click here.


Accurate and efficient communication is of the utmost importance in our industry (and definitely to us!). That's why we recently launched an initiative to streamline how we maintain and access important information about our valuable business contact network. Many of you likely have received (or shortly will receive) our new Policy Source Questionnaire.

If you have received it but haven't yet completed and returned it, we encourage you to do so. If you have not received a copy and currently are submitting cases to The Lifeline Program®, please contact Jennifer Laws in our Processing Department, who will be happy to provide a copy to you.





As a Life Settlement company dedicated to building strong relationships with those with whom we are so fortunate to work, we are proud to maintain an open-door policy and invite any, and all, of you to come by our offices for an on-site visit. Should you find yourself in the area on business and just want to say hello, or would like to set up a more formal meeting to discuss your ideas about working with us, co-branding, or the Life Settlement industry in general, we would love to have you and give you the chance to see what we're all about. For more information, call any of our Account Management team members at 800.252.5282, and they will be happy to help schedule a visit with you.


Nowadays, it is more important than ever to always be thinking ahead of the curve and embracing technology that can move your business operations to the next level. Recently, The Lifeline Program® took yet another step in making Life Settlements even easier for our Policy Sources by bringing the ShareFile system into our Processing Department.

This system will enable Policy Sources to securely send files of any size, and any type, to us for review. The system notifies us that a file has arrived and is waiting to be downloaded, providing real-time download status about the file to the Policy Source and confirming our receipt of that important information.

We're happy to be able to provide a higher level of service and satisfaction through use of this technology. Please don't hesitate to give Jennifer Laws in our Processing Department a call at 800.252.5282 if you have any questions on how to use ShareFile.





In the spirit of St. Patrick's Day, and to spread a little good cheer, in the coming weeks we will be rewarding a number of Policy Sources with their very own clover gardens. A universal symbol of good luck, these rare and mysterious plants will be part of our spring mailing and are our little way of giving back to some of those who have helped make our business, and Life Settlements, such a success.

If you would like to receive this token of appreciation compliments of The Lifeline Program®, please contact your account liaison while our supplies last.





NAME Justin Pipon
POSITION Account Manager

As a member of the Account Management team, the main focus of my job is to interface with & support the various Policy Sources we work with on a regular basis. To effectively accomplish this role, I constantly collaborate with our Funding, Processing and Underwriting Departments to track each case file so that I can accurately communicate its status to the corresponding Policy Source at any time.

Over the course of my three years with the company, my job has expanded. Now, I am not only responsible for maintaining existing relationships, but I also have also been charged with strengthening and expanding our network across the country. I assist in the management of our call center, regularly attend trade shows and industry events and participate in programs designed to bring greater understanding to new Policy Sources about our company and our industry.

One of the greatest aspects of my job is the opportunity to work for such a dynamic company in a growing industry. The Lifeline Program® is at the forefront of the market and this leadership position characterizes everything we do. I think that is why there is such a strong sense of collaboration and teamwork here. Everyone works together and supports each other because we are always striving to be the best.





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The Lifeline Program    1979 Lakeside Pkwy, Second Floor    Atlanta, GA 30084    866.720.4442
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"Lifeline Newsline" is intended only for life insurance & financial professionals and life settlement brokers, and is not intended to be an advertisement, is presented for informative purposes only, and neither purports to be nor is presented as legal or professional advice of any kind. If you are not a life insurance & financial professional, or a life settlement broker then please disregard this communication. Wm. Page & Associates, Inc., d/b/a The Lifeline Program®, does not guarantee or warranty the accuracy of the information herein. Please consult with independent, trusted, professional advisors regarding the matters addressed herein. © 2007, Wm. Page & Associates, Inc., d/b/a The Lifeline Program®.