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Lighthouse Life announces key C-Suite Appointments

by Press ReleaseUncategorized

Charles H. Portz, IV joins as CFO; Adam Lippman and Noam Weiss promoted to Chief Operations Officer and Chief Business Officer, respectively.

Conshohocken, PA — December 1, 2025 — LHL Strategies, Inc. (“LHL” or the “Company”), a vertically integrated provider of life policies, platform and services for asset managers worldwide, today announced the appointment of Charles H. Portz, IV as Chief Financial Officer.

Charles brings more than 20 years of leadership experience in finance, accounting, and operations across financial services, technology, and entrepreneurial ventures. He most recently served as Chairman & CFO of InfraSight Software, a SaaS platform redefining enterprise infrastructure as a financial asset rather than a cost center. Prior to that, he served as CFO of a long/short asset management firm that grew to more than $500 million in assets under management. He has also held key roles at The Riverstone Group, a single‑family office, and Investure, LLC, a leading Outsourced Chief Investment Officer (OCIO) firm managing over $12 billion in assets.

Charles’ expertise spans fund architecture, operational execution, regulatory compliance, and investor relations. He has consistently built scalable infrastructures that support rapid growth while maintaining strong governance and accountability—demonstrating his ability to balance ambition with institutional discipline.

“We are thrilled to welcome Charles to LHL and look forward to his leadership as we continue building on our success in 2026 and beyond,” said Michael Freedman, CEO of LHL. “His deep experience in financial operations, capital markets, and technology will strengthen every aspect of our Company.”

In addition, the Company announced that Adam Lippman was recently promoted to Chief Operating Officer of LHL Strategies and that Noam Weiss was promoted to Chief Business Officer of LHL Strategies.  Both were previously EVPs of Sales and Marketing for the Company.  “Noam and Adam have been ‘game-changers’ since joining LHL just over a year ago,” said Freedman, adding: “They have earned the trust and respect of employees, business partners and investors, and we are excited that they have agreed to expand their roles.”

Over the past year, LHL has expanded operations and revenue, including the successful integration of ClearLife Limited, owner and operator of ClariNet™, into the Company. LHL is now entering the next phase of growth, leveraging data and technology to transform life settlement transactions and unlock the full potential of this valuable market for seniors and investors.

About LHL Strategies, Inc.

LHL Strategies, Inc. (“LHL” or the “Company”) ”) serves the needs of longevity-risk asset managers and investors as a vertically integrated provider of policies, platform, and services.  The Company delivers value to consumers and investors through fast, efficient, and transparent life settlement transactions, and provides full lifecycle life policy services to asset investors worldwide.  LHL is the parent company of ClearLife Limited and its subsidiary, ClearLife LLC, ClearLife Servicing, LLC, and Lighthouse Life Capital LLC and its subsidiaries, Lighthouse Life Solutions, LLC, Lighthouse Life Direct, LLC, Harbor Life Settlements, LLC, Settlement Benefits Holdings, LLC.

Media Contact:
Caio Schmidt
Vice President
cschmidt@lighthouselife.com
(445) 200-5606

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ClearLife Servicing, LLC Initiates Life Policy Portfolio Servicing for Longevity-Risk Asset Investors Worldwide

by Press ReleaseUncategorized

ClearLife Servicing is a full-service asset-servicing company led by an experienced team, utilizing a robust platform, and is part of an integrated suite of services for investors and companies in the life settlement market.

Conshohocken, PA—October 15, 2025— ClearLife Servicing, LLC, (“ClearLife Servicing” or the “Company”) recently initiated life policy portfolio servicing to longevity-risk asset investors worldwide, offering both primary and back-up servicing of portfolios of diverse sizes and construction. The Company provides portfolio and individual policy valuation, standard and complex premium optimization, insured tracking and health updates, medical record refresh, and death benefit collection.

ClearLife Servicing is a member of the group of companies owned by LHL Strategies, Inc. (“LHL” or “LHL Strategies”). LHL provides vertically integrated services and solutions for asset managers to acquire and manage life policies and portfolios. Clients benefit from working with the industry’s only integrated platform for policy acquisition and trading, policy and portfolio valuation, management, and, now, portfolio servicing.

ClearLife Servicing was formed following LHL Strategies’ acquisition of ClearLife Limited and ClearLife LLC (collectively “ClearLife”) in June 2025. ClearLife owns and operates ClariNet™, the industry’s leading life policy and portfolio servicing platform. ClariNet’s policy servicing module has been trusted for over a decade by third-party servicing companies and portfolio managers and currently supports more than 3,000 policies. ClariNet is the only SOC2 certified platform in the life settlement industry, providing the highest levels of confidence in security and data protection for clients.

ClearLife Servicing’s team has over 20 years of experience leading and managing all aspects of life policy servicing. The head of operations previously served as lead manager for 11 years at the largest policy servicing company and is supported by team members with direct policy servicing experience from other leading companies.

ClearLife Servicing’s clients can also benefit from utilizing ClariNet’s portfolio management module, which includes customized reports delivered directly to their accounts. Asset managers are able to use ClariNet to view, price and acquire life policies from Lighthouse Life Solutions, LLC, a trusted supplier of policies to asset investors.

ClearLife Servicing has initiated servicing for Lighthouse Life Solutions, LLC, a leading life settlement provider and for a third-party warehouse facility. The Company expects to initiate servicing of a large portfolio in the coming months and is actively pursuing opportunities to add additional clients in the future.

For more information about ClearLife Servicing, please visit ClearLifeServicing.com or contact the Company at inquiries@ClearLifeServicing.com. 

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Lighthouse Life Announces Acquisition of ClearLife Limited and ClearLife LLC

by Press ReleaseUncategorized

The acquisition creates a trusted, vertically integrated platform for longevity risk asset managers and investors to acquire and manage life insurance policies.

Conshohocken, PA—June 23, 2025—LHL Strategies, Inc. (“Lighthouse Life” or the “Company”), a leading provider of life policies and life policy services to longevity-risk asset investors, announced the acquisition of ClearLife Limited, a UK company and its subsidiary, ClearLife LLC, a US-based company (collectively, “ClearLife”).  ClearLife specializes in software solutions and consultancy services tailored for the life insurance and longevity sectors.   Terms of the transaction are not disclosed.

“Lighthouse Life’s acquisition of ClearLife fuels its growth as a technology leader and market-maker for longevity-risk asset investors,” said Michael Freedman, CEO of Lighthouse Life.  “We are committed to building ClearLife’s capabilities and extending them in new directions.  Lighthouse Life’s clients will see substantial benefits from integration between the Lighthouse Life and ClearLife platforms.”

ClearLife, founded in 2007 by Mark Venn, who was joined by Chris Stuart in 2008, is the dominant platform for longevity-risk market participants to value, trade and service life insurance products.  ClearLife’s flagship software product, ClariNet, is a web-based, flexible, SaaS platform that streamlines operations and enhances decision-making related to life policies and portfolios. ClearLife also provides bespoke software and consultancy services for asset managers and other financial services companies in the life insurance and longevity risk markets.

ClearLife will be adding to its suite of software and consulting services for longevity-risk market participants, including reverse mortgages and structured settlements.  Lighthouse Life and ClearLife will collaborate to provide products and services for consumers of life insurance products as well as for insurance and financial advisors.

“We are thrilled to join forces with Lighthouse Life,” said Mark Venn, adding: “Lighthouse will help us to serve new markets for longevity-linked investors, life policy consumers, and insurance professionals.   We also anticipate building substantial enhancements to our core platform that will benefit all our current clients. This is a win-win, for ClearLife, for Lighthouse Life, and most importantly, for our clients, who will benefit from our partnership to help them grow their own businesses.” 

Mark and Chris will remain as officers and directors of ClearLife. All employees of ClearLife are being retained.   

  

About Lighthouse Life

LHL Strategies, Inc. is the parent company of ClearLife Limited and its subsidiary, ClearLife LLC, and Lighthouse Life Capital LLC and its subsidiaries, Lighthouse Life Solutions, LLC, Lighthouse Life Direct, LLC, Harbor Life Settlements, LLC, Settlement Benefit Holdings, LLC (“Lighthouse Life” or the “Company). The Company is a vertically integrated provider of life policies and life policy services to longevity-risk asset managers and investors.  The Company delivers value to consumers and investors through fast, efficient, and transparent life settlement transactions, and provides full lifecycle life policy services to asset investors worldwide.