Abacus Life Settlements
Abacus Life Settlements is an alternative asset originator and manager that specializes in purchasing life insurance products. Since 2004, the company has acquired life insurance policies from consumers seeking liquidity and has actively managed those policies over time (via trading, holding, and/or servicing). With over $5 billion in face value of policies purchased, Abacus Life Settlements has helped thousands of clients maximize the value of life insurance.
Over the past 20 years, the company has built an institutionalized origination and portfolio management process that is supported by a 100+ person team, long-term relationships with 78 institutional partners and 30,000 financial advisors, and the ability to operate in 49 states. The company has serviced approximately $950 million in policies and has managed assets for large asset managers and third-party investment funds. Abacus has underwritten and valued approximately $520 million of policies on behalf of third parties.
Abacus’ leadership team averages 20+ years of experience and have been innovators since the life settlements industry’s inception in the mid-90s.
The company is a proud member of the Life Insurance Settlements Association (LISA) and complies with HIPAA and privacy laws to maintain and protect confidentiality of financial, health, and medical information. Abacus is also proud to be a BBB Accredited Business with an A+ rating.
Get a free, instant estimate using our Life Settlement Calculator or contact us at 800-561-4148.
The Abacus Life Settlements Team
Gage Velin
Account Executive
Natalie Cash
Account Executive
Chriss Gifford
Account Executive
Diego Torres
Account Executive
Gary Turner
Director of Marketing
Logan Brown
Marketing Specialist
David Jackson
IR Associate/Capital Markets
Blanca Diaz
Senior Case Processor
Janine Allen
Senior Closing Specialist
Nathan Hausmann
Senior Closing Specialist
Kolby Skolnik
Closing Specialist
Victoria Berezein
Closing Specialist
Liz Andree
Closing Specialist
Dalton Burdette
Closing Specialist
Tracey Ford
Closing Specialist
What is a Life Settlement?
By definition, a life settlement is the sale of a life insurance policy facilitated by a licensed provider like Abacus, in exchange for a lump-sum cash payment.
The value of a settlement is always higher than the policy’s surrender value, and clients often receive 4-6x more than what they would through surrendering their policy directly back to their life insurance carrier.
The Abacus Learning Center is an excellent resource for a deeper dive into what a life settlement entails, along with more information about the entire process. Feel free to view case studies based on past clients, a detailed history of the industry, and specifics of life settlement taxation. If you have any questions that were not addressed in the Learning Center, or would like to get started on your life settlement, please reach out to us at 800-561-4148.
The Abacus Advantage
We take a unique, client-first approach to the life settlement industry.
Transparency
At Abacus, we believe in empowering our clients to make the best possible decisions for their life insurance policy.
That means full transparency in how we generate your life settlement offer.
Privacy
Abacus Life is HIPAA Certified and fully licensed on a national scale.
Pursuing a life settlement is a sensitive process, and it is crucial you work with a reputable and certified company.
No Middlemen
Abacus is a direct buyer of life insurance policies.
Not only is your personal information kept personal with Abacus, but you also receive your best life settlement offer through the direct buyer that most brokers already use.
24-Hour Quotes
With a simple phone interview and some basic policy information, Abacus can generate an approximate value for your policy.
The Life Settlement Calculator can also provide highly accurate results.
You Have the Power to Decide How the Policy Should be Used
200
BILLION is forfeited back to life insurance companies each year in the U.S.
90
of seniors would have considered a life settlement if they knew it existed
