Wharton Advisors Corp. is pleased to provide access here to some of its market and product focused literature. More and specific information is always available by contacting us to discuss particular requirements.

Publications SEC
Investor bulletin on LS of 29 July 2010
Report LS of 22 July 2010
The basic of Life Settlements (LISA guide)
Insurance Studies Institute-The Life Insurance Secondary Market-An Investment Perspective (2010)
National Viatal Statistics Reports Volume 59 (2010)
Fasano -The Actuarial Syndrome Article (September 2010)
Russel Investments Research on Life Settlements (2010)
Life Settlement Review – The Need for Change in the Media’s Portrayal of Life Settlements (February 2010)
A.M. Best Review - Life Settlements (February 2006)
Moody's – Life Settlements: Where Life Insurance Meets the Capital Markets (February 2006)
Academic research
Bernstein Research –Life Settlements Need Not be Unsettling (2005)
Bernstein Research –Life Settlements Update: What a difference a year can make (2006)
Insurance Studies Institute – Secondary Market of Life Insurance and Related Insurer Challenges Entering 2009
LISA Whitepaper – Cashing in on Unneeded Life Insurance Policies: How Seniors a benefiting from Life Settlements
LPD – Life Settlement Market Analysis 2008 (2009)

Wharton Advisors Corp. Updates

  • Improving Models

    The use of actuarial data has rightly been the cornerstone of the Life Settlements industry.

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  • Longevity Protection: Bringing the Life Settlement Market into the 21st Century.

    The Life Settlement Market had seen exponential growth over the last 15 years

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  • Life Settlements – Is the Market Dying?

    The recent deal for Fortress Investment Group securing the $6.2bn portfolio of distressed assets from KBC Financial Products was the major deal in the market of this year.

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