The team at Evergreen Settlements couldn’t be more excited to to serve you. Our clients have always counted on us as their trusted go-to resource for senior market transactions and life settlements. Our goal in founding Evergreen Settlements was simple: To utilize our unparalleled experience and personal track record to provide you top-notch service and superior results.
As key members of a market pioneer that led the development of a robust longevity market, Evergreen’s team has facilitated more than $10B in settlement transactions and holds more than 40 years of combined market experience.
Evergreen continues to develop and expand lasting strategic alliances with institutional capital sources in order to provide insurance professionals, family offices, trust departments, attorneys, CPAs, advisors and consumers guidance in the secondary market for life insurance. An authority on policy evaluation and life settlements, the principles of Evergreen have educated thousands of advisors, fiduciaries and institutions in forums across the Country.
At Evergreen Settlements, we have the independence to offer you access to broader capital relationships, our advanced case assessment process, a transparent approach and unique insurance solutions. You can always expect our professionalism, hallmark reliability and excellence in execution.