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Chris Orestis, CSA is President of Retirement Genius, and is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Life Settlement Annuity and Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, in 2017 he founded the LifeCare Xchange, and in 2020 he founded Retirement Genius. Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging. In 2019, Chris was named one of the twenty most innovative people in the insurance industry by the National Association of Independent Brokerage Agencies (NAILBA). Chris is on the Board of Directors for the NAILBA Charitable Foundation where he founded the Industry Foundation Partnership initiative, a founder and member of the Board of Directors for Insurance Marketing Coalition, and is a member of the Editorial Board for the CSA Magazine. He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. In 2019, Chris was named one of the twenty most innovative people in the life insurance industry by the National Association of Independent Life Brokerage Agencies (NAILBA). He has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger’s, Investor’s Business Daily, AARP Magazine, PBS, and numerous other media outlets, is a frequent columnist for NewsMax Finance, Broker World, ThinkAdvisor, IRIS, and has been a guest expert on over 100 radio programs and TV appearances.Specialties: retirement, insurance, life settlements, long-term care, senior issues, funding programs, politics, senior living, lifestyle, retire like a genius, retirement genius
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PresidentRetirement Genius Sep 2007 - PresentHelping seniors and families navigate the complex world of retirement and long-term care for more than 25 years. -
PresidentRetirement Genius Jan 2020 - Presentwww.RetirementGenius.com provides information and resources to help people bring together Finance, Health/LTC, and Lifestyle into a well-balanced retirement.
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BiographyChris Orestis Jan 1993 - Jan 2022Chris Orestis, CSA is President of Retirement Genius, and is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, in 2017 he founded the LifeCare Xchange, and in 2020 he founded Retirement Genius. • Worked White House and Senate Majority Leader on Capitol Hill. Lobbyist for the health and life insurance industry in Washington, D.C.—Health Insurance Association of America and American Council of Life Insurance.• 2007 Founder and CEO of Life Care Funding-- first to focus the use of life settlements as a dedicated vehicle for seniors to pay for Long-Term Care through the creation of a Long-Term Care Benefit Account. • 2010 Life Care Funding becomes basis for state and then federal legislation to create a LTC-HSA to pay for Long-Term Care tax-free funded by a life settlement.• 2013 sold Life Care Funding to Resource America.• 2017 merged Life Care Funding with GWG to create LifeCare Xchange, the first Life Settlement Marketing Organization (IMO). • 2019 Chris Orestis named one of 20 most innovative people in the insurance industry by the National Association of Independent Life Brokerage Agencies (NAILBA)• 2020 spun LifeCare Xchange out of GWG to create Retirement Genius.
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PresidentLifecarexchange Jan 2017 - May 2021Boca Raton, Florida, Us -
PresidentLifecarexchange Jan 2017 - Dec 2019Boca Raton, Florida, UsLCX Life is a single-service LSMO, focusing only on life settlements, and we provide the same level of agent education, marketing and case support to an appointed distribution network, that is experienced with insurance and annuity IMO’s across the industry. Our mission is to work with agents, advisors, and our IMO/BGA partners to build a network of Appointed Referral Agents who are educated and supported to offer the life settlement option to policy owners contemplating lapse or surrender. We also work with independent agents, financial advisors, lawyers, accountants, and long-term care industry service providers. With LCX Life, we can rescue thousands of policies every year, and in the process, deliver a recurring revenue stream to your organization.
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Executive Vice PresidentGwg Life, Llc Apr 2017 - Mar 2020Focus on Insurance Brokerage Distribution to appoint IMO's, BGA's, and agents working with GWG Life to offer LifeCare Xchange as a turn-key life settlement solution helping senior clients pay for the costs of retirement and long-term care using the secondary market value of their life insurance.
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Executive Vice PresidentGwg Life, Llc Apr 2017 - Mar 2020
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CeoLife Care Funding Sep 2007 - Apr 2017Portland, Maine, UsFounded in 2007, Life Care Funding assists people in need of funds to cover the costs of senior housing and long term care. Life Care Funding specializes in converting the death benefit of an in-force life insurance policy into a Long Term Care Benefit Plan to cover the costs of skilled nursing home care, assisted living, home health care, memory care and hospice. Life Care Funding was the first to pioneer the concept of converting a life insurance policy into a Long Term Care Benefit Plan. Since our inception, we have enjoyed tremendous support from the long term care industry, the press and political leaders across the country. We have built a network of agents, attorneys, and over 5,000 Homecare, Assisted Living and Nursing Home companies that offer the Life Care Funding program across the United States; we have been featured in the Wall Street Journal, New York Times, USA Today, Woman’s World Magazine, Kiplinger’s, and numerous industry trade publications; on CBS, FOX, PBS and Bloomberg radio programs among others; speak at industry events across the country; and we have been the model for legislation specifically endorsing the Long Term Care Benefit Plan concept which has been introduced in the state legislatures of CA, FL, KY, LA, MA, MD, ME, NJ, NJ, PA, WA and passed into law in TX and KY. Also in 2013, Chris led Life Care Funding in a major capital raise and sold a stake in LCF to the publicly traded arm of Resource America, Resource Capital Corp. (NASDQ: RSO) Resource America, Inc. is a specialized asset management entity with $16.5 Billion under management-- more details can be found on their website at http://www.resourceamerica.com. -
PresidnetLifecare Xchange Jan 2007 - Jan 2007Chris Orestis, President of LifeCare Xchange and known as the Retirement Genius, is a nationally recognized senior care advocate and expert in retirement, long-term care and specialty senior living funding solutions. The author of two books, numerous published papers and articles, and a frequent industry speaker; he is the innovator that brought the LTC Life Settlement into the market over a decade ago.
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PresidentLifecare Xchange Jan 2007 - Jan 2007
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Senior Vice PresidentAmerican Council Of Life Insurers May 2001 - Dec 2002Washington, Dc, Us -
Vice PresidentHealth Insurance Associaton Of America May 1996 - Mar 2001
Chris Orestis, Csa Skills
Chris Orestis, Csa Education Details
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Boston UniversityCommunications -
Lewiston High School
Frequently Asked Questions about Chris Orestis, Csa
What company does Chris Orestis, Csa work for?
Chris Orestis, Csa works for Retirement Genius
What is Chris Orestis, Csa's role at the current company?
Chris Orestis, Csa's current role is Retire Like a Genius.
What is Chris Orestis, Csa's email address?
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What is Chris Orestis, Csa's direct phone number?
Chris Orestis, Csa's direct phone number is +120732*****
What schools did Chris Orestis, Csa attend?
Chris Orestis, Csa attended Boston University, Lewiston High School.
What are some of Chris Orestis, Csa's interests?
Chris Orestis, Csa has interest in Writing, Fly Fishing, Skiing, Cooking, Politics, Scuba Diving, Chess, Music, Raising 4 Boys, All Things New England.
What skills is Chris Orestis, Csa known for?
Chris Orestis, Csa has skills like Long Term Care, Insurance, Life Insurance, Elder Care, Public Speaking, Leadership, Health Insurance, Retirement Planning, Healthcare, Strategic Planning, Home Care, Team Building.
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