NATIONAL INDUSTRY LEADERSHIP & CREDENTIALS
Recognized as a Top Leader in the Life Settlement Industry
Decades of experience, national awards, and a track record of fighting for maximum consumer payouts.
LISA Board Leadership & Governance
Active Board Member: Life Insurance Settlement Association (LISA)
Policy & Regulatory Influence: Shapes ethical standards and federal/state legislation protecting consumer payout rights
Industry Stewardship: Spearheads national public awareness initiatives on life insurance policy equity
2024 Alan H. Buerger Leadership Award
Highest Industry Honor: Awarded at the 30th Annual LISA Conference for lifetime impact in the life settlement space
Peer-Recognized Excellence: Honored by institutional funders, brokers, and industry peers for shaping modern settlement frameworks
Market Innovation: Recognized for pioneering transparent, competitive auction environments for policyholders
Forbes Business Council
Published Author: Contributes directly to Forbes on secondary life insurance market strategies
Podcast Host: Co-hosts Unlocking the Hidden Value of Your Life Insurance, covering market trends and policy appraisals
Financial Educator: Regularly trains CPAs, estate attorneys, and wealth management firms on fiduciary policy reviews
30+ Years of Institutional Execution
Over $1B+ in Settlements: Decades of experience structuring complex, multi-million dollar policy transactions
Managing Director & Partner: Life Insurance Settlements, Inc. (LIS), one of the oldest and largest settlement brokerages in the U.S.
Competitive Auction Specialist: Refuses single-funder offers to force institutional buyers into bidding wars for maximum consumer payout