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

Jay Jackson

Samantha Butcher

Shane McGonnell

Nicholas Sawuk

Courtney Pezzopane

Bill McCauley

Dani Theobald

Timothy Leonard

Jeffrey Smith

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.

Finance Team

Sales and Marketing Team

Leadership Team

Finance Team

About

Team members

Other teams at Abacus Life

Sales and Marketing Team

Leadership Team