LIFE SETTLEMENTS
Coventry
Contact: Michael Coben
7111 Valley Green Rd.
Fort Washington, PA 19034
(877) 836-8300
Fax: (215) 233-3201
e-mail: mcoben@coventry.com
Website: www.coventry.com
Products/Services: Life Settlements
Serving: Nationwide
Abacus Settlements
Contact: Craig Seitel
1790 Broadway, Ste. 11000
New York, NY 10010
(212) 584-5700
(212) 247-7518
e-mail: cseitel@abacussettlements.com
Website: www.abacussettlements.com
Seving: AL, AZ, AK, CA, CO, CT, DE, DC, GA, HI, ID, IL, IN, IO, KS, KT, MA, MY, MS, MI, MN, MS, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY
Advanced Settlements
Contact: Scott Kirby
2101 Park Center Dr., Ste. #220
Orlando, FL 32835
(407) 296-7373
(800) 561-4148
Fax: (407) 296-7377
e-mail: info@advancedsettlements.com
Website: www.advancedsettlements.com
Products/Services: Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing and Compliance Assistance, Additional Products: Life Settlement Quote, Transparency and Compensation Disclosure Reports)
American Safe Retirments, LLC
Contact: Joe Barkate
630 E. Southlake Blvd., Ste. 103
Southlake, TX 76092
(214) 641-5363
(800) 277-8464
(800) ASR-U-GO4
(817) 796-1616
e-mail: joeWamericansaferetirements.com
e-mail: rich@americansaferetirements.com
Website: www.nomarketrisk.com
Website: www.americansaferetirements.com
Products/services: Finanical Planning, 401(k), Life Sttlements
Min.Size: 1
Black Hawk Wealth Solution
Contact: Steve Johnson
7668 El Eamino Real, Ste. 104-456
Carlsbad, CA 92008
(760) 400-0130
Fax: (760) 400-0131
e-mail: steve@blackhawkwealth.com
e-mail: Peter@Blackhawkwealth.com
Website: www.blackhawkwealth.com
Life Settlement
ELA Settlement Services L.L.C.
Contact: Paul H. Nagelberg
1435 Morris Ave.
P.O. Box 3137
Union, NJ 07083
(800) 388-0103
Fax: (908) 810-4159
e-mail: pnagelberg@execlife.com
Website: www.elasettlementservices.com
Products/Services: Life Settlements
Insurance Strategies Group LLC
Contact: William Cole
2151 Consulate Dr., # 4
Orlando, FL 32837
(800) 978-4131
e-mail: wcole@@isghome.com
Website: www.ISGhome.com
Product/Services: Life Settlements (secondary market for life),
Life Insurance, Annuities.
Life Settlements
Legacy Benefits Corporation
Contact: Business Development
Empire State Building
350 Fifth Ave., Ste. 4320
New York, NY 10118
(212) 643-1190
Fax: (212) 643-1180
e-mail: info@legacybenefits.com
Website: www.legacybenefits.com
Services/Products: Sales & Marketing, Life Insurance Settlement
Serving: Nationwide
Legal Life Settlements
Contact: Matthew Korn
8636 Ibis Cove Circle #1
Naples, FL 34119
(650) 226-3324
E-mail: info@legallifesettlements.com
Website: www.legallifesettlements.com
Products/Services: Life Settlements
Serving: Nationwide
Leisure Werden & Terry
Contact: Joel Seigle
200 S. Los Robles Ave.
Pasadena, CA 91101
(626) 304-1300 (800) 272-2212
e-mail: joelseigle@lwtagency.com
e-mail: lexnet@lwtagency.com
Products/Services: Life Settlement
Serving: All of CA
Life Distributors of America, LLC.
Contact: Jonathan Reilly
2801 Townsgate Rd., # 320
Westlake Village, CA 91361
(805) 413-8650
Toll: (877) 454-3395
Fax: (805) 367-8671
e-mail: jonathan@lifedistributors.net
Website: www.lifedistributors.net
Products/Services: Life Settlement Broker, Policy Appraisals and Quotes, E&O Coverage
Serving: Nationwide
Life Equity LLC
Contact: Ward Kerr
85 Executive Parkway, Ste. 100
Hudson, OH 44236
(330) 342-7772
(800) 272-5189
Fax: (330) 342-7782
e-mail: wkerr@lifeequity.net
Website: www.lifeequity.com
Products/Services: Life Settlement
Serving: Nationwide
Life Insurance Buyers, Inc.
Contact: Greg Albers, Linda Willher
12103 Sagamore
Leawood, KS 66209
(913) 317-9990
(800) 936-5508
Fax: (913) 317-8162
e-mail: gregalbers@lifeinsurancebuyers.com
e-mail: lindawillher@lifeinsurancebuyers.com
Website: www.lifeinsurancebuyers.com
Serving: AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, LA, MA, MD, MS, MI, MN, MS, MO, NS, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Life Insurance Settlements Inc.
Contact: Oleg Eydelman
550 West Cypress Creek Rd., Ste. 300
Fort Lauderdale, FL 33309
(866) 326-5433 ext. 1015
Fax: (954) 337-5731
e-mail: Oleg@lisettlements.com
Website: www.LiSettlements.com
Products/Services: Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing & Compliance Available, Nationwide Assistance Available 24/7
Serving: Nationwide
The Lifeline Program
Contact: Audrey D. Morgan
1979 Lakeside Parkway, 2nd Floor
Atlanta, GA 30084
(800) 252-5282
(770) 724-7300
Fax: (770) 724-7373
e-mail: amorgan@thelifeline.com
Website: www.thelifeline.com
Products/Services: Life Settlements
Life Settlement Advisor
Contact: Chris Bonga
17 Anne Lane.
Ladera Ranch, CA 92694
(949)365-1252
(866) 883-5111
Fax: (949) 365-1276
e-mail: chrisb@lifesettlementadv.com
Website: www.lifesettlementadv.com
Products/Services: Life Settlements
Serving: CA
Life Settlement Providers LLC
Contact: Steve Orr
6302 North Point Rd.
Baltimore, MD 21219
(410) 477-1976
(866) 509-5534
Fax: (410) 477-1978
Website: www.lifesettlementproviders.com
Products/Services: Life Settlements
Life Settlement Solutions Inc.
Contact: Angie Robert
9201 Spectrum Center Blvd., Ste. 105
San Diego, CA 92123
(858) 576-8067
Fax: (858) 576-9329
e-mail: info@lifefirms.com
Website: www.lss-corp.com
Products/Services: Life Settlement Provider
Serving: Nationwide
Lifestyle Settlements Inc./Life Settlements
Contact: Bryan Thacker
30448 Ranch Viejo Rd., Ste. 250
San Juan Capistrano, CA 92675
Direct Line: (949) 272-2767
(949) 493-2056
(800) 493-2056 ext. 267
e-mail: bthacker@lifestylesettlements.com
Website: www.lifestyleinsurance.com
Products/Services: Life Settlements
Serving: CA
Maple Life Financial
4350 East West Hwy., Ste. 900
Bethesda, MD 20814
(877) 777-0635
Fax: (301) 951-1351
e-mail: moreinfo@maplelf.com
Website: www.maplelifefinancial.com
Product/Services: Secondary Market for Life Insurance, Life Settlement Origination and Servicing
NAF Funding LLC
105 Medison Ave.
New York, NY 10016
(646) 424-2800
(646) 424-3400
email: info@naffunding.com
website: www.naffunding.com
Serving: Nationwide
Noble Financial & Insurance Services, Inc.
A Life Settlement Brokerage
4195 E. Thousand Oaks Blvd #201
Westlake Village, Ca 91362
805-497-0414 local
877-543-2387 toll free
805-497-8044 fax
Email: lbearer@lifeservicesmanagement.com
Website: www.lifeservicesmanagement.com
Products/Services: Life Settlements
Serving: nationwide
Prestigious Financial Services, LLC.
Contact: Jenna Gardner
5813 Rockwood Ave.
Orlando, FL 32839
(407) 219-4975
(800) 219-0966
Fax: (760) 841-0966
email: jenna@thepfadvantage.com
Website: www.thepfadvantage.com
Products/Services: Secondary Market for Life Insurance, Life Settlement Quote, Transparency and Compensation Disclosure Reports, Life (guaranteed issue, special rise, survivor, term, universal life, whole life)
Provident Life Insurance Services, Inc.
Contact: Jim Passarelli, President
7575 Dr. Phillips Blvd., Suite 135
Orlando, Florida 32819
(800) 515-5003
email:Passarelli@ProvidentLIS.com
Website: www.ProvidentLIS.com
Products/Services: Life Settlements (secondary market for life)
Q Capital Strategies, LLC
Contact: Adam Rosenberg
5901 Broken Sound Parkway, NW, Ste: 200
Boca Baton, FL 33068
(561) 886-4600
(800) 554-2154
Fax: (561) 886-4601
email: info@qcapitalStrategies.com
email: policy@qcapitalStrategies.com
Website: www.qcapitalStrategies.com
Products: Life Settlements
Serving: Nationwide except AK, KY, ND, WV
Rumson Capital, L.P.
Contact: David J. Wright, J.D.
261 Old York Road, # 711
Jenkintown, PA 19046
(215) 886-8433
(866) 885-8433
(215) 886-5300
Email: david@rumsoncap.com
Website: www.rumsoncap.com
Products/Services: Life Settlements
Seving: AL, AZ, AR, CO, CT, DC, DE, FL, HI, ID, IN, IA, KS, LA, MD, ME, MA, MO, NE, NV, NJ, NM, NC, ND, OH, PA, SC, SD, TN, TX, UT, VA, WI , WY
Save Gains Tax
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858
Fax: (866) 401-0424
e-mail: pstraub@aol.com
Website: www.savegainstax.com
Services/Products: Life Settlements, Life Insurance Trust, Investment Advice, Charitable Remainder Trust, Fee-Based Consulting, Sep-IRA, Simple IRA, Roth IRA, Charitable Installment bargain sales, Self Directed Installments sales, VA Pension Benefits
Serving: Nationwide
Trinity Financial Services LLC
Contact: Jeanette LaVigne
940 Centre Circle Ste. 3022
Alatamonte Springs, FL 32714
(407) 523-1990
(866) 870-8746
FAX: (407) 523-1871
e-mail: jeanette@trinityfinancialllc.com
e-mail: info@trinityfinancialllc.com
Website: www.trinityfinancialllc.com
Products/Services: Life Settlements
Serving: Nationwide
Welcome Funds
Contact: Daniel Ohman
301 Yamato Rd., Ste. 1190
Boca Raton, FL 33431
(561) 862-0244
(877) 227-4484
Fax: (561) 862-0242
e-mail: info@welcomefunds.com
Website: www.welcomefunds.com
Products/Services: Life Settlements
Serving: Most states
