Our Leadership Team
About Us
Founded by industry veterans, Evergreen Settlements was established to bring institutional-grade expertise to the individual policy owner. By leveraging our partners’ deep roots in the life settlement market and a “best results” philosophy, we serve as a dedicated fiduciary for advisors looking to unlock the hidden value of life insurance through a truly unbiased, independent lens. Beyond our partners, we have built a dynamic team of market experts who feel exactly the same way – each committed to providing the high-touch, transparent service required to tip the scales in your client’s favor
Brendan Flatow
Partner
Brendan Flatow has spent over two decades answering a question most people don’t even know to ask: What is my life insurance policy actually worth? He has helped thousands of advisors and fiduciaries realize that an unneeded policy should be treated as a sophisticated asset, just like any other part of a portfolio. Like his partners, Jim and Jonah, Brendan cut his teeth on the institutional buy-side – an experience that serves as his strategic advantage to tip the scales in policy owners’ favor.
Brendan brings an advocate-first mentality to every interaction, working side-by-side with insurance professionals, financial advisors, fiduciaries, and family offices to provide dedicated advocacy and professionalism at every stage of the process. While he holds Series 7 and 63 licenses along with specialized credentials across multiple states, his commitment to leadership extends well beyond the office. Brendan serves on the board of Springside Chestnut Hill Academy, multiple non-profits while also coaching youth and adaptive sports. Whether he’s navigating a complex settlement or coaching his three sons, his playbook remains the same: show up, be a great teammate, and compete for the best possible outcome.
Jonah Kahn
Partner
Before co-founding Evergreen, Jonah led institutional buy-side teams in the life settlement market for over a decade. That experience gave him direct insight into how policies are valued, what drives institutional pricing, and where advisors typically lose leverage in negotiations—knowledge he now uses to level the playing field for clients.
At Evergreen, in addition to managing fund relationships, Jonah works directly with advisors, fiduciaries, and policyowners to navigate the life settlement process. He focuses on bringing clarity to complex valuations, ensuring clients understand their options, and creating transparency in a market that hasn’t always prioritized it. His approach is straightforward: no overselling or overpromising, just making sure clients get results they can trust. From complex estate cases to straightforward transactions, he approaches every deal with the same level of diligence and credibility.
James Camper
Partner
For over 20 years, James Camper has been on a mission to prove that life insurance is more than just a “death benefit”—it’s a sophisticated financial asset that can be optimized, traded, and put to work. Over the course of his career, James has facilitated over $4 billion in transactions, but he’s the first to tell you that the numbers are only half the story. The real win is helping a policyowner find value where they thought there was none.
Before joining forces with Brendan and Jonah at Evergreen, James helped architect the secondary market at a leading life settlement firm, learning exactly what makes the gears of this industry turn. What sets him apart is his ability to understand sophisticated estate and tax planning concepts and spot creative angles that others overlook. Whether it’s structuring an unconventional solution or identifying opportunities hidden in the details, James excels at turning complexity into clarity. His focus remains the same across every transaction: making sure clients capture every dollar of value available to them.
Jordan Seiken
Vice President, Business Development
Before joining Evergreen in 2018, Jordan spent over a decade on the buy-side of the life settlement industry and several years leading a retail life insurance firm. This background gives him a unique dual perspective, allowing him to navigate both the high-stakes concerns of individuals—from retirement security to business continuity—and the technical hurdles professional advisors face when solving them.
Today, Jordan provides a sophisticated level of technical expertise and diligent service to financial advisors, family offices, and attorneys nationwide. A former collegiate lacrosse player, he translates the discipline of an athlete into fierce advocacy.
Chad Gerdes
Vice President, Case Strategy
Chad has spent his career mastering every phase of the life settlement process — from initial valuation to final wire. Before Evergreen, he led the life settlement division for a large BGA, developing a deep understanding of both complex client needs and the rigorous demands of institutional investors.
That experience gives him a rare vantage point. He is equally comfortable discussing high-level strategy with capital partners as he is walking an advisor through the nuances of a specific policy — and he brings the same precision and transparency to both.
