Abacus is a leading vertically integrated alternative asset manager specializing in life insurance products. Since 2004, the company has purchased life insurance policies from consumers seeking liquidity and has actively managed those policies over time (via trading, holding, and/or servicing). With over $2.9 billion in face value of policies purchased, Abacus has helped thousands of clients maximize the value of life insurance.

Over the past 19 years, the company has built an institutionalized origination and portfolio management process that is supported by a 78-person team, long-term relationships with 78 institutional partners and 30,000 financial advisors, and the ability to operate in 49 states. The company has serviced approximately $950 million in policies and has managed assets for large asset managers and third-party investment funds. Abacus has underwritten and valued approximately $520 million of policies on behalf of third parties.

Abacus’ leadership team averages 20+ years of experience and have been innovators since the life settlements industry’s inception in the mid-90s.
The company is a proud member of the Life Insurance Settlements Association (LISA) and complies with HIPAA and privacy laws to maintain and protect confidentiality of financial, health, and medical information. Abacus is also proud to be a BBB Accredited Business with an A+ rating.

Insurance

Investment Management

Abacus Life

Abacus Life's headquarters in Orlando, FL, United States

Jay Jackson

Shane McGonnell

Nicholas Sawuk

Scott Kirby

Samantha Butcher

Bill McCauley

Jeffrey Smith

The Sales and Marketing Team at Abacus Life is responsible for driving business growth by developing and managing relationships with clients, financial advisors, and institutional partners. They focus on promoting Abacus' life insurance products and services, crafting marketing strategies, generating leads, and converting prospects into clients. This team leverages strategic marketing initiatives and sales tactics to maximize customer acquisition, retention, and overall company revenue.

Sales and Marketing Team

The Leadership Team at Abacus Life is responsible for steering the company's strategic direction, overseeing financial performance, and managing key stakeholder relationships. Comprised of experienced professionals from various fields such as capital markets, operations, marketing, finance, and compliance, the team ensures that Abacus adheres to industry regulations, maintains high ethical standards, and continuously innovates within the life settlements industry. They work collaboratively to optimize portfolio management and to enhance the company's overall growth and market position.

Leadership Team

The Finance Team at Abacus Life is responsible for analyzing, pricing, and optimizing the company's portfolio of life insurance policies. Team members work on financial modeling, valuation, and risk assessment to ensure accurate pricing and profitable management of assets. They support capital market activities and maintain compliance with relevant regulations and standards, contributing to the overall financial health and strategic growth of the company.

Abacus Life

Org chart

Teams

Sales and Marketing Team

Leadership Team

Finance Team

Offices

Abacus Life

Org chart

Teams

Sales and Marketing Team

Leadership Team

Finance Team

Offices

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