Situated in the middle of New York's financial district is Abacus Settlements - an organization that has expanded to become a huge, trusted and distinguished supplier of life settlements in the burgeoning secondary life insurance market. Abacus Settlements is your opportunity to expand existing relationships and generate new ones - to better serve all clients by adding a dynamic financial planning tool to your menu of investment solutions.
Reviews (10)
Nellie Lemos-Meireles
Jun 21, 2022
Janine, your efforts & dedication in assisting me have far surpassed every & all of my expectations. I know without any doubt that you have gone above & beyond in all your efforts to assist me. I'm very thankful for everything that you have done & all that you continue to do in your attempts to help me find a resolution to the issues I am currently dealing with.
It is people like yourself that make an enormous difference & set your employers far ahead of there competitors. Regardless of the outcome, I am & shall always remember this wonder experience & your truly genuine desire to help. You are a tremendous asset to any company that you choose to pursue your career with. I genuinely thank you with all my heart for all your efforts.
It is people like yourself that make an enormous difference & set your employers far ahead of there competitors. Regardless of the outcome, I am & shall always remember this wonder experience & your truly genuine desire to help. You are a tremendous asset to any company that you choose to pursue your career with. I genuinely thank you with all my heart for all your efforts.
Linzi Welsh
Jun 19, 2022
Moses at Abacus helped my family through a very tough time and got us what we needed financially to take care of my father. We spoke with several other companies and Abacus was the only one who was willing to hold our hand through the process, be completely honest and go above and beyond every step of the way. Moses in particular became not only our agent, but our friend.
He helped us outside of working hours, he checked on our family all the time, and he made the process so easy. I would trust him anytime and recommend him to anyone in our situation.
He helped us outside of working hours, he checked on our family all the time, and he made the process so easy. I would trust him anytime and recommend him to anyone in our situation.
Joseph Lovell
Apr 14, 2022
After a thorough review of Life Settlement companies, I recently completed a life settlement with Abacus Life. It couldn't have gone easier. I have a complex and extensive health history that I knew would be clinically difficult to evaluate. Regardless, they expeditiously made me a strong offer. On my initial contact with Abacus Life, I spoke with Efi Lania who became my account executive and kept me well informed during the entire process. Efi was a delight to work with.
Being a retired health professional, I had a good handle on my life expectancy and what I was willing to accept for selling the policy. Matt did my underwriting and was a pleasure to work with. Their evaluation of the policy and my health was in-line with what I was expecting. The offer was generous. From first contact to money in my bank took 58 days. However, they advanced 80% in about 35 days and the remainder after the insurance retitled the ownership of the policy.
I can recommend Abacus Life without reservation if you are looking for someone to simplify the process, make you a fair offer, and have the expertise to make it happen. In fact, I would make Abacus Life your first stop. Abacus Life is receptive to questions and concerns and amazingly prompt in all responses. They evaluate more than just your health and policy, they listen to your story!
Being a retired health professional, I had a good handle on my life expectancy and what I was willing to accept for selling the policy. Matt did my underwriting and was a pleasure to work with. Their evaluation of the policy and my health was in-line with what I was expecting. The offer was generous. From first contact to money in my bank took 58 days. However, they advanced 80% in about 35 days and the remainder after the insurance retitled the ownership of the policy.
I can recommend Abacus Life without reservation if you are looking for someone to simplify the process, make you a fair offer, and have the expertise to make it happen. In fact, I would make Abacus Life your first stop. Abacus Life is receptive to questions and concerns and amazingly prompt in all responses. They evaluate more than just your health and policy, they listen to your story!
Leon Feolo
Mar 06, 2022
Dr. Michael Hudgins
Feb 05, 2022
Abacus Life is definitely one of the best companies I have ever transacted business with! The entire group was responsive to my questions and concerns and unbelievably prompt in all responses and business practices. This is a "Next Level" company. Special kudos and appreciation for "Erin" for seeing my case from start to finish. What a special person! Thanks to all I dealt with at Abacus Life.
Jacob North
Jan 25, 2022
Peter Dugan
Jan 24, 2022
This is the second time I sold unneeded policies to Abacus. The first was two term policies on my wife that we felt we no longer needed and they were coming close to term. As they were convertible to whole life with guaranteed insurability even though me wife was seriously Ill, Abacus advised they still had value and purchased them for about 50% of face. Needless to say, recently we decided to sell a survivorship policy with both of us insured and made sure they were in the list of competitors.
It was owned by a trust which complicated matters. Not only did they work through all the issues, they were able to close the transact before year end which was important for our tax planning needs. Matt, Erica and crew were diligent and worked through the holidays on our behalf. Their expertise and tireless efforts are well worth the small difference in price you may find while shopping your asset.
It was owned by a trust which complicated matters. Not only did they work through all the issues, they were able to close the transact before year end which was important for our tax planning needs. Matt, Erica and crew were diligent and worked through the holidays on our behalf. Their expertise and tireless efforts are well worth the small difference in price you may find while shopping your asset.
Colleen Ledingham
Jan 12, 2022
I am so grateful to Stuart Little at Abacus Life for helping me sell an old life policy. I had been told it was impossible due to unpaid premiums, mistakes by issuing company, etc. Stuart hung in there and made it happen. He was kind, professional, extremely knowledgeable and patient. I would highly recommend him and Abacus to anyone needing this service. Thank you so much Stuart Little!
Doug Hultquist
Jan 12, 2022
Melissa Cash
Jan 05, 2022
After spending too many hours listening to some hype from this life settlement company or another, I found Abacus Life. Most specifically, I was lucky enough to get Courtney Pezzopane as our point person in navigating what can be a long process in getting the most money for my husband's life insurance policy since we no longer had a need for it. I contacted at least 4 other companies, including one that advertises a lot and I found they were mostly sales puff and sorely lacking in communications and follow up after the initial call. Courtney was efficient and prompt in her responses to my questions and explained the process step by step.
She let us know that, contrary to some of the other companies' information, the insured really need not be at death's door to receive a significant cash benefit from selling a policy, which was the case with us. It took a while, but in the end, Courtney kept at it and we got a settlement surprisingly higher than we anticipated. I recommend Abacus Life if you want a company that is the real deal and not the bait and switch tactics some other companies employ. Courtney was outstanding and we feel so grateful that we got an account rep. that was honest, patient and diligent in all her efforts for our benefit.
She let us know that, contrary to some of the other companies' information, the insured really need not be at death's door to receive a significant cash benefit from selling a policy, which was the case with us. It took a while, but in the end, Courtney kept at it and we got a settlement surprisingly higher than we anticipated. I recommend Abacus Life if you want a company that is the real deal and not the bait and switch tactics some other companies employ. Courtney was outstanding and we feel so grateful that we got an account rep. that was honest, patient and diligent in all her efforts for our benefit.