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Article

Life Insurance Securitizations: Legal Structures for Statutory Reserve Financings and Embedded Value Monetizations

Nicholas F. Potter and Michael McDonnell
The Journal of Structured Finance Fall 2008, 14 (3) 75-79; DOI: https://doi.org/10.3905/JSF.2008.14.3.075
Nicholas F. Potter
is a partner at Debevoise & Plimpton LLP in New York, NY.
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  • For correspondence: nfpotter@debevoise.com
Michael McDonnell
is an associate at Debevoise & Plimpton LLP in New York, NY.
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  • For correspondence: mmcdonne@debevoise.com
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Abstract

Life insurance-based securitizations have been making their presence known in the market for less than a decade, and yet the legal and structural technology that goes into these deals has become increasingly standardized, so that the same basic structure can be successfully applied in a variety of contexts. This article provides a brief overview of statutory reserve financings and embedded value monetizations, which are the two types of life insurance-based securitization that have predominated in the market to date. Statutory reserve financings and embedded value monetizations differ from each other in important ways. However, both types of transaction share important structural features, including those, explained in the article, that serve to highlight the distinction between these transactions and more traditional forms of securitization. The article concludes with a description of the basic structural building blocks of both types of life insurance-based securitization, and some thoughts on the prospects for the market.

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The Journal of Structured Finance
Vol. 14, Issue 3
Fall 2008
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Life Insurance Securitizations: Legal Structures for Statutory Reserve Financings and Embedded Value Monetizations
Nicholas F. Potter, Michael McDonnell
The Journal of Structured Finance Oct 2008, 14 (3) 75-79; DOI: 10.3905/JSF.2008.14.3.075

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Life Insurance Securitizations: Legal Structures for Statutory Reserve Financings and Embedded Value Monetizations
Nicholas F. Potter, Michael McDonnell
The Journal of Structured Finance Oct 2008, 14 (3) 75-79; DOI: 10.3905/JSF.2008.14.3.075
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  • Article
    • Abstract
    • STATUTORY RESERVE FINANCINGS AND EMBEDDED VALUE MONETIZATIONS
    • STATUTORY RESERVE FINANCINGS
    • EMBEDDED VALUE MONETIZATIONS
    • TRADITIONAL SECURITIZATION AND LIFE INSURANCE-BASED SECURITIZATION
    • THE BASIC BUILDING BLOCKS OF LIFE INSURANCE-BASED SECURITIZATIONS
    • PROSPECTS FOR THE FUTURE
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