Alan has been involved in the life settlement business since 2007. Starting as a broker and originator he successfully closed over $150 million in death benefits and quickly transition into the premium financing space. He helped finance over $500 million of insurance. He maintains a strong knowledge of the market and industry and continues to advise, invest and manage large portfolios.
Joel has been specializing in the Life Settlement industry since 2006, having brokered thousands of life insurance policies. He emphasizes the full-service brokerage experience and his team is able to help with everything from obtaining the medical records and illustrations to fully leveraging all the buyers for the top offer in the marketplace and to the end with assistance with the closing process.
He has successfully facilitated over 1 Billion Dollars worth of life insurance. He maintains a strong knowledge of the market and industry and continues to advise, invest and manage large portfolios.
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