Brendan Flatow
Co-Founder & Managing Partner - Evergreen Settlements
- Role
- Managing Partner & Co-founder at Evergreen Settlements, Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Brendan Flatow
Brendan Flatow has spent over two decades answering a question most people don’t even…
Experience
Managing Partner & Co-founder
Feb 2016 — Present · Philadelphia, PA, US
Evergreen Settlements was established with the goal of leveraging its founders\' unparalleled experience and track record in the Secondary Market for Life Insurance to provide professional representation to a broad range of clients; including consumers, insurance professionals, investors, providers, trust, legal and accounting professionals throughout the United States.As key members of a market pioneer that led the development of a robust longevity market Evergreen’s team has facilitated more $10B in settlement transactions and holds more than 130 years of combined market experience. Evergreen Settlements strategic relationships rely on the firm for reliable counsel and superior results. Their dynamic team prides themselves on a high level of professionalism, exceptional service and transactional integrity.
Skills
- Life Settlements
- Insurance
- Series 7
- Series 63
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Alternative Investments
- Life Insurance
- Securities
- Estate Planning
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