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.
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.
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.
Conshohocken, PA — May 12, 2025 — Lighthouse Life Capital, LLC, a vertically integrated provider of life policies and life policy services to asset investors (“Lighthouse Life” or the “Company”) announced the recent launch of its newest income and growth investment opportunity for accredited investors. The Company is offering up to $50 million in Beacon Bonds pursuant to Regulation D, Rule 506(c) under the Securities Act of 1933, as amended. The offering is available through participating broker-dealers and registered investment advisors.
The 5-year Class C and CR Beacon Bonds provide annual interest yields of 11.0% and 11.5% (for fee-based transactions), respectively, with monthly payments to investors. The 3-year Class D and DR Beacon Bonds provide annual yields of 9.0% and 9.5% (for fee-based transactions), respectively, with monthly distributions.
In addition to the fixed interest payments on the Beacon Bonds, Bondholders will also receive a Contingent Value Right (“CVR”) issued by LHL Strategies, Inc. (the parent company of Lighthouse Life) (“LHL Strategies”). CVRs offer Bondholders the opportunity for additional returns from participation in LHL Strategies’ growth, amounting to a maximum additional return of 10% for Class C/CR Investors and 5% for Class D/DR Investors.”
Lighthouse Life intends to use the proceeds from the Beacon Bonds to support the continued growth and expansion of the Issuer’s core business of originating, acquiring and reselling life insurance policies to third-party investors, to continue Lighthouse Life’s ongoing expansion of strategic businesses related to life settlements, and for working capital and general corporate purposes.
“Lighthouse Life is positioned at the intersection of a growing supply of life insurance policies and a sustained and growing demand for these non-correlated life policies by institutional asset investors,” said Michael Freedman, CEO of Lighthouse Life and LHL Strategies. “Beacon Bonds + CVR give accredited investors access to an income and growth offering backed by a business that is vertically integrated, rapidly expanding, and delivering solutions at every stage of the policy lifecycle.”
The offering is open to accredited investors with a minimum investment of $10,000. Financial professionals can learn more by contacting the Lighthouse Life Capital team at BeaconBonds@LighthouseLifeCapital.com.
About Lighthouse Life Capital
Lighthouse Life Capital, LLC, and its subsidiaries, is a vertically integrated provider of life policies and life policy services. The Company originates and acquires life insurance policies in the highly regulated life settlement market for resale to third-party investors, and provides life policy services to asset investors. Lighthouse Life delivers value to seniors and investors through fast, efficient, and transparent life settlement transactions.
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NO OFFER OR SOLICITATION: The material herein does not constitute an offer to sell nor is it a solicitation of an offer to purchase any security. Offers will only be made through a confidential private placement memorandum and where permitted by law. Investments in any security are not suitable for all investors. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the “Risk Factors” section of the private placement memorandum. Investors should perform their own investigations before considering any investment and consult with their own legal and tax advisors.
Securities offered through Patrick Capital Markets, LLC – Member FINRA/SIPC. Patrick Capital Markets, LLC is a third-party and not affiliated with Lighthouse Life Capital, LLC.
Conshohocken, PA—January 27, 2025— LHL Strategies, Inc. (“Lighthouse Life” or the “Company”), a life settlement market-maker originating life insurance policies for resale to asset investors globally, added to its life policy acquisition and trading efforts with the hiring of Nick Rubio as a Vice President of Trading and Acquisitions.
Mr. Rubio joins Lighthouse Life with 18 years of experience in the asset class of life insurance policies. He has worked for several asset managers and funds with responsibilities covering pricing, building and managing portfolios, as well as resale of policies. For nearly the past five years, Nick served as Asset Manager for Lotus Group Capital. Prior to that, he held leadership roles with insurance-linked asset managers.
Since Lighthouse Life acquired key marketing and advertising assets of Settlement Benefits Association and Harbor Life Settlements in 2024, along with the Company’s own direct-to-consumer strategies, The Company is experiencing significant growth in the number of policies it is acquiring for resale. Mr. Rubio will be focused on enhancing and expanding Lighthouse Life’s trading activity with longevity-risk asset managers domestically and worldwide.
“The opportunity to add Nick to our Company is exciting as we expand our role as a pure policy trader with asset managers and funds, said Michael Freedman, CEO of Lighthouse Life. Andrew Brecher, Chief Operating Officer added: “We are looking forward to utilizing Nick’s experience in life policy portfolio management and the depth and breadth of relationships he has established with asset managers over the years to Lighthouse Life.”
About Lighthouse Life
LHL Strategies, Inc. is the parent company of Lighthouse Life Capital LLC, and its subsidiaries, Lighthouse Life Solutions, LLC, Lighthouse Life Direct, LLC, Harbor Life Settlements, LLC, and Settlement Benefit Holdings, LLC (“Lighthouse Life” or the “Company). The Company sources and purchases life insurance policies for resale to longevity-risk asset funds and managers. The Company is driving its growing direct-to-consumer and B2B policy origination strategies. Lighthouse Life delivers value to seniors and investors through fast, efficient, and transparent life settlement transactions.
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Media Contact: Dustin Moore VP, Sales and Marketing Operations dmoore@lighthouselife.com 445-200-5621
Conshohocken, PA—October 21, 2024—LHL Strategies, Inc. (“Lighthouse Life” or the “Company”), a life settlement market-maker originating life insurance policies for resale to institutional asset investors, continues to bolster its life settlement marketing team with the hiring of Caio Schmidt as the Company’s Vice President of Marketing.
Caio most recently served as the Director of Performance Marketing for Shutterfly, leading Direct-to-Consumer marketing in the US and abroad. Prior to that, he held leadership roles at two senior-focused organizations, Home Care Assistance and A Place For Mom. He holds an MBA in International Management from Thunderbird School of Global Management in Arizona, and has graduated with distinction from the Harvard Business Analytics Program.
Mr. Schmidt’s hiring follows Lighthouse Life’s recent acquisitions of key marketing and life settlement assets of Settlement Benefits Association and Harbor Life Settlements. Caio will oversee the marketing strategies for these new assets along with the Lighthouse Life brand.
“Caio is a seasoned marketing executive with experience in marketing to our key demographic customers – seniors,” said Michael Freedman, CEO of Lighthouse Life. “Caio will develop and expand our multi-brand and multi-media strategies for life settlements.”
Adam Lippman, Executive Vice President of Marketing and Sales Operations added: “Bringing on someone of Caio’s caliber positions the growing Lighthouse Life enterprise for greater success.”
About Lighthouse Life LHL Strategies, Inc. is the parent company of Lighthouse Life Capital LLC, and its subsidiaries, Lighthouse Life Solutions, LLC, Lighthouse Life Direct, LLC, Harbor Life Settlements, LLC, and Settlement Benefit Holdings, LLC (“Lighthouse Life” or the “Company). The Company sources and purchases life insurance policies for resale to longevity-risk asset funds and managers. The Company is driving its growing direct-to-consumer and B2B policy origination strategies. Lighthouse Life delivers value to seniors and investors through fast, efficient, and transparent life settlement transactions.
Media Contact: Dustin Moore VP, Sales and Marketing Operations dmoore@lighthouselife.com 445-200-5621
Adam Lippman and Noam Weiss to continue with Lighthouse Life, to lead marketing and sales efforts in life settlements as the Company grows as a vertically integrated market maker in the secondary market for life insurance.
Adam LippmanNoam Weiss
Conshohocken, PA—September 18, 2024— LHL Strategies, Inc. (“Lighthouse Life” or the “Company”), a life settlement market-maker, originating life insurance policies for resale to institutional asset investors, today announced the acquisition of the key assets of Settlement Benefits Association (SBA) and the hiring of SBA’s founders, Noam Weiss and Adam Lippman, as senior executives. Several of SBA’s top employees have also been hired at Lighthouse Life.
SBA operated as a life settlement broker for over twenty years and established long-standing relationships with insurance and financial professionals. SBA also pioneered digital marketing in life settlements and helped countless seniors who contacted them directly about selling their policies.
“Acquiring SBA’s assets and hiring SBA’s seasoned team accelerates Lighthouse Life’s ability to meet the growing needs of longevity-risk asset managers to acquire life policies from a trusted market maker,” said Michael Freedman, Lighthouse Life’s CEO.
Weiss and Lippman will lead Lighthouse Life’s three distinct direct-to-consumer marketing brands. The Company acquired the assets of Harbor Life Settlements, the life settlement industry’s leading SEO lead generation brand, in July. Lighthouse Life Direct is the Company’s own brand marketing life settlements directly to seniors.
“Adam and Noam are universally respected in the life insurance and life settlement markets. We are thrilled that they are bringing their proven success in B2B and B2C marketing and sales to Lighthouse,” said Andrew Brecher, COO of Lighthouse Life.
Noam Weiss said, “We’re joining Lighthouse because we share the Company’s vision and plans for growth in a changing and expanding life settlement market. Adding the experience, knowledge and relationships we’ve developed over twenty years to Lighthouse Life will grow the policy origination capabilities beyond what each of our companies could do separately.”
“Lighthouse Life is trusted by consumers, intermediaries and asset managers alike, which was a big factor in our decision to join the Company,” said Adam Lippman, adding, “Our network of professionals is excited to work with us at Lighthouse Life and we’re excited to expand Lighthouse Life’s partnerships with financial professionals.”
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About Lighthouse Life
LHL Strategies, Inc. is the parent company of Lighthouse Life Capital LLC, and its subsidiaries, Lighthouse Life Solutions, LLC, Lighthouse Life Direct, LLC, Harbor Life Settlements, LLC, and Settlement Benefit Holdings, LLC (“Lighthouse Life” or the “Company). The Company sources and purchases life insurance policies for resale to longevity-risk asset funds and managers. The Company is driving its growing direct-to-consumer and B2B policy origination strategies. Lighthouse Life delivers value to seniors and investors through fast, efficient, and transparent life settlement transactions.
Media Contact: Dustin Moore VP, Sales and Marketing Operations dmoore@lighthouselife.com 445-200-5621
Bolsters Lighthouse’s position as a leading market maker in the life settlement market.
Conshohocken, PA—July 8, 2024— LHL Strategies, Inc. (“Lighthouse Life” or the “Company”) announced the completion of the acquisition of select assets from Harbor Life Settlements (“Harbor Life”), including Harbor Life’s websites, data and technology. Harbor Life had established itself as the leading SEO lead generation business in the life settlement market at the time of the sale.
“Acquiring Harbor Life’s assets, including their go-to-market consumer brand and all underlying intellectual property, enhances Lighthouse Life’s lead generation capabilities”, said Michael Freedman, CEO of Lighthouse Life. “Our continued growth and strategic plans place the company as a true and trusted market-maker for longevity-risk asset funds and managers, employing multiple brands for lead generation and other strategies to accelerate our life policy acquisitions.”
“The acquisition builds on Lighthouse’s momentum in the market”, said Andrew Brecher, COO of Lighthouse Life, “and the integration of their assets into Lighthouse has already been completed and has been seamless”.
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About Lighthouse Life
LHL Strategies, Inc. is the parent company of Lighthouse Life Capital LLC, and its subsidiaries, Lighthouse Life Solutions, LLC, Lighthouse Life Direct, LLC and Harbor Life Settlements, LLC. (“Lighthouse Life” or the “Company). The Company sources and purchases life insurance policies for resale to longevity-risk asset funds and managers. The Company has extensive experience in life settlements, life insurance, finance, and marketing and is driving our growing direct-to-consumer and B2B policy origination strategies. Lighthouse Life delivers value to seniors and investors through fast, efficient, and transparent life settlement transactions.
In The DI Wire’s new “5 Questions for” series, the editorial team interviewed Lighthouse Life’s chief executive officer, Michael Freedman. Lighthouse Life sources and purchases life insurance policies, provides life settlement transactions to policyowners, and seeks to provides investors with a diversified source of income through participation in the life settlement market.
The DI Wire: What is a life settlement? When does it make sense for seniors to consider selling their policy to a company like Lighthouse Life?
Michael Freedman: Seniors who own a life policy almost always let them lapse or surrender during retirement for two main reasons:
First, the reasons they took out the life policy years ago have changed. Once young children are now grown; a spouse may have died or there was a divorce; estate tax laws have changed; or, hopefully, other investments are doing well. Second, the policy has become too expensive in retirement. Premiums can become too costly, there may be unexpected medical expenses, or costs of living have gone up that force a decision to give up the policy.
The vast majority of life insurance policies are lapsed or surrendered and do not pay a death benefit. In fact, less than one in ten life insurance policies ever results in a payment to beneficiaries. So, despite years of paying premiums a life policy usually offers no benefit at all. Instead of terminating a policy back to the insurance company for nothing or next to nothing, seniors can often times sell it through a life settlement– the sale of a policy for its market value. People own their life insurance policies, like other property they own. The life insurance companies cannot take away or impair that property right.
Life settlements are a cash payment to the seller that averages between 4-10 times more than if they surrender it back to the insurance company. For some, there may be an option to sell a part of their policy for immediate cash and retain some of the death benefit for their loved ones without having to make future premium payments.
DIW: Lighthouse Life is a “life settlement provider”. Can you explain what a life settlement provider is, and what are the other life settlement market players?
MF: A “life settlement provider” is a company that is licensed by state insurance departments to purchase policies from individuals who live in that state. In fact, in all but six states policies can only be sold to a life settlement provider like Lighthouse Life, unless it is a one-time sale to a family member of business partner. Life settlement providers are required to provide full transparency about the transaction, including information about the seller’s rights and alternatives to selling their policies. Only state-approved contracts and other forms may be used by life settlement providers.
In addition to life settlement providers, most states also license “life settlement brokers”. Life settlement brokers represent the policyowner in brokering a client’s policy to life settlement providers licensed in the state. Settlement brokers typically get paid a commission that comes out of the proceeds being paid to the owner of the policy. This commission can sometimes be quite substantial–as high as 30-50% of the proceeds. As a result, sellers often choose to work with life settlement providers directly.
In addition, there are companies that advertise life settlements, underwrite and price life polices, and service the policies owned by asset funds.
DIW: What is the estimated size of the life settlement market over the next decade and beyond?
MF: Industry observers and participants anticipate that the life settlement market will grow substantially over the next two decades. First, over 100 million seniors will lapse or surrender policies worth over $2 trillion in death benefits on policies that could qualify for a life settlement over the next decade (according to Conning, an insurance investment research firm that has reported annually about the life settlement market for almost two decades).
The major factor behind the growth of the life settlement market is the growth of the senior population in the US. The senior population is going to grow by more than 40 percent between 2022 and 2040, to over 81 million seniors.
Inflation, interest rates, and other economic factors also contribute to projections that more seniors will seek to sell their policies. A life settlement generates “money good” to help meet retirement needs, pay medical bills, or maintain an expected standard of living in retirement.
DIW: For over 20 years there have been investment opportunities in life settlements for investors. Can you explain the various types of investment opportunities in the life settlement market?
MF: There are generally two types of investments in life settlements: investing in funds that own a portfolio of life insurance policies and investing in the business of life settlements.
Longevity risk asset funds have been the more frequent opportunity for investors in life settlements for more than three decades. Funds of varying sizes – from a few million to several billion dollars of assets under management – typically construct portfolios of policies and hold them and collect the death benefit upon the maturity of the policy.
There are an estimated 30-50 such funds active in the life settlement market today, with an estimated $15-20B AUM. There are both US and international funds and managers. Common investors in these funds include public and private pensions, family offices, endowments, and others. Retail investors also have opportunities to invest in several life settlement asset funds.
One emerging area of investment in life settlements is the opportunity to participate in the business of life settlements. Over the past three years, several companies, including Lighthouse Life, have offered investments in the growth of their businesses. One life settlement company recently completed an IPO, and another company that provides policy and portfolio appraisals and servicing was acquired by a venture capital fund. Lighthouse Life has received investments from both retail and private equity investors to fuel its growth.
Investing in the business of life settlements, versus the funds, is attractive because it allows investors to participate in the growth of a business at a time when the market is poised for significant growth of seniors. Depending on the investment strategy, investors in life settlement businesses can opt for current income and/or equity returns.
DIW: What are some risks and other considerations investors in the life settlement market should think about?
MF: A risk in longevity risk assets – including life insurance policies — is the potential for the insured under the policy to outlive the life expectancy that was used to price and purchase the policy. Advances in the treatment of diseases and illness can extend the life of an individual. Overall, however, medical advances generally impact younger lives, but the risk of life expectancy extension must be understood and managed.
Consideration of regulatory and litigation risks associated with life settlements must also be understood. For investors in life insurance policies, federal and state laws vary, so funds and investors in funds must understand the laws and subsequent regulatory/litigation risks prior to investing.
Other factors in life settlement investments are related to the life insurance companies that issued the policies. Life companies may increase the costs of insurance rates under limited circumstances, which could affect the projected yield to maturity of policies owned by funds.
Over the past decade, while only a few life companies have raised rates on a fraction of the number of policies in force, almost every rate increase was met with regulatory action or civil litigation which reduced the impact of the increases.
Investing in the business of life settlements as opposed to asset funds allows investors to reduce exposure to some of these risks, because these companies generally generate revenue from selling policies or servicing policies. There are regulatory, operational and market risks related to investment in such life settlement businesses.
Lighthouse Life Solutions, LLC, a subsidiary of Lighthouse Life Capital, LLC, and their parent company LHL Strategies, Inc. (“Lighthouse Life” or the “Company”) continued its success in executing on its strategy to purchase life insurance policies for resale to institutional asset funds, reaching new high marks in both transactions and revenue at the close of the Company’s most recent fiscal quarter.
For the third straight fiscal quarter, Lighthouse Life has acquired more policies than the preceding quarter. The Company also increased revenue by 400% over the previous fiscal quarter.
The Company’s continued success is attributable to enhanced pricing and acquisition processes, continuing improvements in marketing and advertising that result in contacts with more eligible policyowners, and a growing number of established and new longevity asset investors that are purchasing from Lighthouse Life.
Both the quality and quantity of life insurance policies that Lighthouse Life acquires from seniors remains strong. Since the start of 2023, the Company’s policy acquisition pipeline has averaged 149 policies with $203.7M in net death benefit (NDB). During that same period, Lighthouse Life has purchased 45 policies and is currently in closing on 19 more, for a total of $32.8M in NDB.
Lighthouse Life remains on pace to rank among the top life settlement providers in the US by the end of 2023.
“Lighthouse Life remains focused on what we do best in the life settlement market – delivering value to both policyowners and investors,” said Michael Freedman, CEO. “Policyowners are turning expensive life insurance policies into much needed liquidity for retirement, and more investors are purchasing these non-correlated assets, especially during this time of market volatility. Lighthouse Life is well-positioned to continue our growth and performance gains.”
Lighthouse Life’s strong financial performance and operating efficiency continue to attract investors in the Company. The Company offers several investment opportunities to qualified investors.
About Lighthouse Life
Lighthouse Life sources and purchases life insurance policies, utilizing our specific knowledge of the life settlement market, including seniors, financial advisors, and asset investors.
Our team has extensive experience in life settlements, life insurance, finance, and marketing and is driving our growing direct-to-consumer and B2B policy origination strategies.
Lighthouse Life delivers value to seniors and investors through fast, efficient, and transparent life settlement transactions.
Conshohocken, PA—October 21, 2024—LHL Strategies, Inc. (“Lighthouse Life” or the “Company”), a life settlement market-maker originating life insurance policies for resale to institutional asset investors, continues to bolster its life settlement marketing team with the hiring of Caio Schmidt as the Company’s Vice President of Marketing.
Lighthouse Life Solutions, LLC, a subsidiary of Lighthouse Life Capital, LLC, and their parent company LHL Strategies, Inc. (“Lighthouse Life” or the “Company”) continued its success in executing on its strategy to purchase life insurance policies for resale to institutional asset funds, reaching new high marks in both transactions and revenue at the close of the Company’s most recent fiscal quarter.