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Brendan Flatow

Evergreen Settlements

 

Member profile details

First name
Brendan
Last name
Flatow
Organization
Evergreen Settlements
Title
Managing Partner & Co-Founder
 

Additional Membership Information

Headshot
Primary Discipline
Insurance
Secondary Discipline(s)
  • Valuation/Appraisal
Professional Bio
Evergreen Settlements, a leading national life settlement broker, is committed to providing transparent, unbiased, and customized service to help trusted advisors and policy owners achieve optimal results.

In the life settlement market, buyers are represented by teams of analysts and years of experience to help them purchase policies at prices attractive to their investors. You deserve the same level of dedicated expertise to represent your clients best interest.

With over $10 billion in settlement transactions and 130+ years of combined market experience, our team includes key members who pioneered the development of a robust longevity market. This balance of extensive buy-side and sell-side experience allows us to strategically control the policy sales process for the best outcomes.

Evergreen’s independence provides clients with access to broad capital relationships, an advanced case assessment process, superior service, and a transparent approach with unique insurance solutions. This is why advisors, fiduciaries, and financial firms across the United States place their trust in Evergreen.

Our team has helped thousands of policy owners unlock the hidden value in their life insurance policies. We are excited to be an extension of your team as your strategic partner in the life settlement market.

Brendan Flatow, Evergreen’s co-founder, holds his series 7 and 63 and is life licensed in most states. The proud father of three, Mr. Flatow is active in his community as an executive board member of the Whitpain Recreation Association, the Chestnut Hill Academy/Springside Chestnut Hill Academy Alumni Association, President of Whitpain Baseball, Chair of the CHA Athletic Hall of Fame, active member of St. Helana’s CYO, and numerous other non-profit committees.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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