Joseph M.

About Joseph M.

With more than 15 years of experience in the life settlements industry, I am currently Senior Vice President at LifeRoc Capital, LLC. Previously i was Vice President-Closing at Magna Life Settlements, a licensed, top-ranked life settlement provider that offers policy owners a fair market value for their life insurance policies. Prior to directing the closing division at Magna, I started as an analyst for both Magna and Vida Capital, Inc, a multi-billion-dollar alternative asset management firm that wholly owns Magna Life Settlements and invests in life insurance policies. I started my life settlement career as National Trading Director at Advanced Settlements in 2007. Over the next seven years, I worked to assist in closings of more than $2 billion in death benefit value. I later became Vice President of Operations at Asset Life Settlements, LLC, where I managed the contracts process, firm licensing, and client communications. I graduated with a Juris Doctor degree from the University of Florida (go gata) and completed my undergrad with a B.S. in political science at the University of Central Florida.Specialties: Universal Life, Sales, Asset Management, Life Settlements, Retirement Planning

Experience

1. Senior Vice President

   Liferoc Capital, Llc

   Aug 2022 — Present

Education

• University of Central Florida

  BS, Political Science

  1998 — 2002

• University of Florida - Fredric G. Levin College of Law

  Juris Doctorate, Law

  2003 — 2005