Jordan Seiken

Experience

• 

  Coventry

  Jan 2004 - Apr 2015

  • Facilitated the purchase of over $1.5 billion of life settlements as an effective exist strategy for senior clients from their permanent and term insurance policies • Originated over $1.1 billion of premium financed life insurance policies• Work closely with advisors to dissect complex estate planning objectives and deliver impactful insurance based solutions to the unique goals of high net worth senior clients

  • Regional Vice President

    Mar 2013 - Apr 2015

  • Regional Director of Sales

    Jan 2004 - Feb 2013
• 

  Long Lake Planning

  Apr 2015 - May 2016

  President
• 

  Trident Insurance Agency

  May 2016 - Feb 2021

  Insurance for Wealth and Retirement Planning

  We specialize in the design and implementation of personalized life insurance solutions for individuals and businesses. We have been particularly successful in helping clients concerned with meeting their retirement income needs, worried about providing for loved ones when a primary wage-earner passes, or unsure what the future of a business looks like without a key employee able to work. We welcome the opportunity to speak with you about the financial matters that impact you the most. Please connect with us for a complimentary review of your existing life insurance to ensure you, your family & your business are properly protected. Show less

• 

  Evergreen Settlements, LLC

  Apr 2018 - now

  Vice President

  Evergreen Settlements was established with the goal of leveraging its founders' unparalleled experience and track record in the Secondary Market for Life Insurance to provide professional representation to a broad range of clients; including consumers, insurance professionals, investors, providers, trust, legal and accounting professionals throughout the United States.As key members of a market pioneer that led the development of a robust longevity market Evergreen’s team has facilitated more $10B in settlement transactions and holds more than 40 years of combined market experience.Evergreen Settlements strategic relationships rely on the firm for reliable counsel and superior results. Their dynamic team prides themselves on a high level of professionalism, exceptional service and transactional integrity. Show less