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Abacus Life Settlements

About 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 freeinstant estimate using our Life Settlement Calculator or contact us at 800-561-4148.

The Abacus Life Settlements Team

Stuart-Little Headshot

Stuart Little

National Sales Director

Ashleigh-Hammad Headshot

Ashleigh Hammad

Director of Sales

Daniel Brown Headshot

Daniel Brown

Account Manager

Harrison B Headshot

Harrison Bahlow

Account Executive

Kolby Skolnik Headshot

Kolby Skolnik

Account Executive

Kevin Nolan Headshot

Kevin Nolan

Account Executive

Scott Flowers Headshot

Scott Flowers

Account Executive

Jim Passarelli Headshot

Jim Passarelli

Account Executive

Corey Orlando

Corey Orlando

Account Executive

Brandon Huebsch

Business Development Representative

Logan Brown

Business Development Representative

Roman Syed Headshot

Roman Syed

Business Development Representative

Cassie-Schaelling Headshot

Cassie Schaelling

Managing Director - Client Direct

Courtney Pezzopane Headshot

Courtney Pezzopane

Director of Sales - Client Direct

Fiona-Li Headshot

Fiona Li

Senior Account Executive

John-Aldridge Headshot

John Aldridge

Senior Account Executive

Ben Schieffelin Headshot

Ben Schieffelin

Account Executive

Dave-Ward Headshot

David Ward

Account Executive

Erica Bargas Headshot

Erica Bargas

Account Executive

denise-tanner headshot

Denise Tanner

Account Executive

Jackson Tyner Headshot

Jackson Tyner

Account Executive

Jordan Morgan Headshot

Jordan Morgan

Account Executive

Emily Gardner Headshot

Emily Gardner

Director of Broker Services

Efi Laina Headshot

Efi Laina

Sales Manager - Broker Services

Jeff-Smith Headshot

Jeff Smith

Vice President of Marketing

Blake Gallimore Headshot

Blake Gallimore

Director of Marketing & Board Relations

Nick Jaroscak

Nick Jaroscak

Marketing Specialist

Tim-Leonard Headshot

Tim Leonard

CISO | Managing Director of Technology

Brandon Quinn

IT Support Specialist

David Lara Headshot

David Lara

Level 2 IT Support Specialist

Anetra Draine Headshot

Anetra Draine

Case Processor

Blanca Diaz Headshot

Blanca Diaz

Case Processor

Sylvia Mcdade Headshot

Sylvia McDade

Case Processor

Victoria Berezein Headshot

Victoria Berezein

Case Processor

Jackie Hepp

Case Processor

Cassi Walsh

Case Processor

Erica Cormany Headshot

Erica Cormany

Senior Policy Acquisition Manager

Janine Allen Headshot

Janine Allen

Senior Policy Acquisition Manager

Dalton Burdette Headshot

Dalton Burdette

Policy Acquisition Manager

Liz-Andree Headshot

Liz Andree

Policy Acquisition Manager

Megan Schulte Headshot

Megan Schulte

Policy Acquisition Manager

Nathan Hausmann

Policy Acquisition Manager

Celeste-Higgins Headshot

Celeste Higgins

Contracts Manager

Nicole-Lehman Headshot

Nicole Lehman

Senior Contracts Analyst

Gaia Rose Headshot

Gaia Rose

Contracts Analyst

Nathan Klawinski Headshot

Nathan Klawinski

Contracts Analyst

Tracey-Ford Headshot

Tracey Ford

Contracts Analyst

Win-Lei Headshot

Win Lei

Contracts Analyst

Alexa-Morales Headshot

Alexa Morales

Contracts Analyst

Tammie Nieves Headshot

Tammie Nieves

Contracts Analyst

Tammy Leach Headshot

Tammy Leach

Contracts Analyst

Avery Vandyke Headshot

Avery Van Dyke

Contracts Analyst

Rated #1 Best Life Settlement Company of 2022

Abacus is our best overall company because of its straightforward and easy process, combined with its great customer reviews.” – The Balance

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