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Life Insurance Exchange Corp.
is a team of professionals dedicated to expanding the service, quality
and integrity of the settlement industry by offering superior levels
of ethical and financial expertise.
As President/Sole Proprietor,
Stacy L. Schultz, holds a Florida resident Life, Health and Variable
Annuity License, an Insurance General Agency appointment, as well
as equivalent producer and broker licenses in the majority of regulated
states throughout the country.
During the most recent years, she has developed
and implemented marketing strategies in conjunction with major national
charitable organizations utilizing life settlements in their charitable
gifting programs. Ms. Schultz has also mentored various Life Settlement
Brokers and Life Settlement Providers to expand their expertise
in realms as diverse as brokering and purchasing policies, analyzing
pricing models, and creating advertising strategies, all of which
have enabled her to cultivate relationships with institutional funding
sources on a global level.
Having received her Bachelor of Science degree
from the University of Wisconsin, Ms. Schultz has been involved
in the marketing industry throughout her career, both on national
and international levels. Through these channels, she has established
and continues to maintain business and professional relationships
worldwide.
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Sandor
Grossman J.D.
LL.M. Counselor |
Sandor Grossman J.D., LL.M. Counselor
is a well known securities arbitration and consumer attorney. He
has represented the rights of investors and consumers throughout
the country. Mr. Grossman attended the University of Texas and the
John Marshall Law School in Chicago, Illinois where he earned his
law degree and a Masters in Taxation Law. Mr. Grossman has been
involved in the insurance industry for over 15 years and has assisted
both individuals and clients in the acquisition and sale of life
insurance policies for the "Life Settlements" market. Mr. Grossman
is very active in his community and is a member of a number of social
and charitable foundations.
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Hon.
Ilene Zatkin-Butler
Advisory Consultant |
Hon. Ilene Zatkin-Butler is an
attorney and C.P.A. Currently she is an arbitrator for the NASD.
She is also the Chairman and President of Butler Ventures, LLC.
Prior to this, she was a founder and served as Treasurer and In
House Counsel of C.B. Equities Capital Corp in New York City.
Ilene has been involved with many civic and charitable organizations
throughout her community. She is a National Trustee, Executive Committee
member and Vice President of the Membership Committee for the National
Symphony Orchestra of the John E. Kennedy Center for the Performing
Arts. She was also appointed by Governor Pataki of New York as a
member of the Board of Directors for the United Nations Development
Corporation and by her Congressman to the National Academy Review
Board. She is on the Board of Directors and member of the Executive
Committee of the Strang Cancer prevention Center. Additionally,
Ilene has received the Woman of the Year Award presented by the
Leukemia Society of America and various awards for her support of
the Strang Cancer Prevention Center.
Ilene received her Bachelor of Science from Pennsylvania State University.
She then pursued and earned both her J.D, and M.B.A. from Fordham
University of Law and Fordham University Graduate School of Business,
respectively.
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Earl Titus
Compliance Consultant |
Our compliance consultant has
been active in the financial services industry for 25 years. During
the first 15 years of his career, he served as a registered pension
and retirement planning specialist for public employees. He achieved
MDRT production levels for several consecutive years, and earned
various production awards and incentives. This provided him the
opportunity to understand particular nuances faced by sales professionals
at the grass roots level of marketing. During more recent years,
he has earned management awards and peer recognition for his expertise
in back office operations. As the Insurance & Annuity Coordinator
in the home office of a regional broker dealer, he received a broker-voted
award as the firm's MVP for managing 250 insurance-licensed brokers
in 35 states, and he has served as Compliance Director for one of
the nation's largest life insurance settlement Broker firms.
Since 1980, he has held Life,
Health & Variable Contracts licenses in as many as 25 states simultaneously,
and he holds the NASD Series 6, 7, 63 and 24 General Securities
Principal registrations. Our compliance consultant also holds Viatical
Settlement Broker licenses in multiple states, and has earned a
M.B.A. degree, with a major in Finance and a concentration in Investment
Management, from Xavier University in Cincinnati, Ohio in 1986.
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