Brendan Flatow

Brendan Flatow Email and Phone Number

Co-Founder & Partner - Evergreen Settlements @ Evergreen Settlements
blue bell, pennsylvania, united states
Brendan Flatow's Location
Greater Philadelphia, United States
About Brendan Flatow

Evergreen Settlements, a leading national life settlement broker, is committed to providing transparent, unbiased, and customized service to help trusted advisors and policy owners achieve optimal results. In the life settlement market, buyers are represented by teams of analysts and years of experience to help them purchase policies at prices attractive to their investors. You deserve the same level of dedicated expertise to represent your clients best interest.With over $10 billion in settlement transactions and 130+ years of combined market experience, our team includes key members who pioneered the development of a robust longevity market. This balance of extensive buy-side and sell-side experience allows us to strategically control the policy sales process for the best outcomes.Evergreen’s independence provides clients with access to broad capital relationships, an advanced case assessment process, superior service, and a transparent approach with unique insurance solutions. This is why advisors, fiduciaries, and financial firms across the United States place their trust in Evergreen.Our team has helped thousands of policy owners unlock the hidden value in their life insurance policies. We are excited to be an extension of your team as your strategic partner in the life settlement market.

Brendan Flatow's Current Company Details
Evergreen Settlements

Evergreen Settlements

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Co-Founder & Partner - Evergreen Settlements
blue bell, pennsylvania, united states
Employees:
4
Brendan Flatow Work Experience Details
  • Evergreen Settlements
    Managing Partner & Co-Founder
    Evergreen Settlements Feb 2016 - Present
    Greater Philadelphia Area
    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.
  • Coventry
    Regional Vice President
    Coventry 2003 - Jan 2016
    Ft. Washington, Pa
    I actively develop and secure strategic relationships that will grow the secondary market for life insurance. This involves working directly with leading brokers, agents, fiduciaries and advisors to extend the reach of Coventry First's products. I am responsible for educating the marketplace about the opportunities presented by the secondary marketing in order to originate assets for institutional portfolios and longevity-related transactions.

Brendan Flatow Skills

Series 7 Series 63 Life Insurance Life Settlements Retirement Planning Insurance Strategic Financial Planning Estate Planning Retirement Securities Alternative Investments

Brendan Flatow Education Details

Frequently Asked Questions about Brendan Flatow

What company does Brendan Flatow work for?

Brendan Flatow works for Evergreen Settlements

What is Brendan Flatow's role at the current company?

Brendan Flatow's current role is Co-Founder & Partner - Evergreen Settlements.

What is Brendan Flatow's email address?

Brendan Flatow's email address is bk****@****ail.com

What is Brendan Flatow's direct phone number?

Brendan Flatow's direct phone number is +121581*****

What schools did Brendan Flatow attend?

Brendan Flatow attended University Of Delaware, Chestnut Hill Academy.

What skills is Brendan Flatow known for?

Brendan Flatow has skills like Series 7, Series 63, Life Insurance, Life Settlements, Retirement Planning, Insurance, Strategic Financial Planning, Estate Planning, Retirement, Securities, Alternative Investments.

Who are Brendan Flatow's colleagues?

Brendan Flatow's colleagues are Joe Trabocco, Joe Borowiec, Jonah Kahn, Jordan Seiken.

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