About Us

A senior couple speaking with an advisor

Life Insurance Settlements Inc. employs a creative and experienced management team, all successful pioneers in the life settlement industry. As a trusted advisor on the cash value of life insurance policies, Life Insurance Settlements Inc. is known as a leading life settlement company.

Collectively, they have been involved with brokering approximately 24,000 life insurance policy settlement cases throughout their careers, and have earned an exemplary reputation within the life insurance settlement industry as a professional and trustworthy representative of policy owners and insureds.

Trusted Life Settlement Company

Our sterling reputation within the Life Settlement Industry allows us to maintain partnerships with a large number of funding entities on your behalf – several of which are exclusive to Life Insurance Settlements, Inc. This allows Life Insurance Settlements Inc. to handle all aspects of the life settlement process, and allows the agent or financial professional can effectively service your client and reduce your time and paperwork.

Life Insurance Settlements, Inc. (LIS) is a corporation organized in the State of Florida, for the purpose of brokering life settlement contracts. It's corporate business office is located at 1180 SW 36th Ave, Suite 201 Pompano Beach, Florida 33069. Since its inception, LIS has maintained “good standing” status in the domiciled state with the Florida Division of Corporations.

Memberships

Life Insurance Settlement Association

Established in 1994, the Life Insurance Settlement Association is the oldest and largest trade organization in the life settlement market.

Meet Our Team

AnnMarie Partis

Senior Case Manager

Mrs. Partis joined the company in 2007. She moved to South Florida to be closer to her family. Before moving to South Florida she worked for a pool and spa company in Orlando for 20 years where she shipped pools/spas all over the country and was the customer service manager.

Brian C. Summe

Brian C. Summe
Partner & Chief Revenue Officer, Vesticor M&A Advisors
Director – Key Man/M&A Strategy, Life Insurance Settlements, Inc.

Brian C. Summe is a nationally recognized executive and industry veteran with over 30 years of success in M&A advisory, capital raising, and investment strategy. As Partner and Chief Revenue Officer at Vesticor M&A Advisors, Brian leads deal origination and growth strategy for a boutique investment bank delivering M&A and capital advisory solutions to private and family-owned businesses—including capital raises, growth strategies, succession planning, exit readiness, and life settlement solutions tied to key man insurance planning.

Over his career, Brian has sourced, structured, and negotiated hundreds of strategic transactions and advised business owners on exits, successions, recapitalizations, and capital raises. He has personally sourced and raised more than $15 billion in investment capital in public and private markets—fueling growth, transitions, and strategic outcomes for business owners and their advisors.

Brian’s work is deeply aligned with the trusted professionals who support business owners—wealth advisors, CPAs, attorneys, risk managers, and estate planners—helping them deliver deeper value, navigate liquidity events, and preserve client legacies. His leadership role at Life Insurance Settlements, Inc. reflects his commitment to unlocking overlooked value in the underutilized life settlement space, especially through strategic uses of key man policies during business transitions.

Brian brings a rare combination of subject matter depth, institutional experience, and a consistent track record of successful outcomes. Known as a trusted advocate for business owners, their advisors, and the professionals who support them, he delivers clarity in complex situations and unlocks value that’s often overlooked or left unrealized.

Originally from the Cincinnati area, Brian works between his offices in Ohio and Jupiter, Florida, where he resides as a full-time Florida resident. He is married with six children and is a former collegiate scholarship swimmer who qualified for the U.S. Olympic Trials—bringing the same values of trust, consistency, and clear communication to every relationship, both personal and professional.

Vesticor Advisors and Finalis Securities LLC are separate, unaffiliated entities. Securities offered through Finalis Securities LLC Member FINRA/SIPC

Brian C. Summe, Director Life Insurance Settlements Inc

Craig Campbell

Director of Client Services

Mr. Campbell is a Senior Life Settlement Broker actively working in the market for the past 17 years, consecutively. During that time he has established professional relationships with 4,000 financial advisors, insurance agents, CPA’s, lawyers and more from Florida to Hawaii. His commitment is to tirelessly pursue the highest cash offer available for each and every policy received. No exceptions.

Mr. Campbell earned a BA degree from Albion College and later received a postgraduate degree in health science. He had owned and operated other businesses before pursuing Life Settlements on a full-time basis.

David Cooper

Director of Research and Development

Daxton Fryer

Daxton Fryer - Senior Life Settlement Broker Life Insurance Settlements Inc.

Daxton Fryer - Senior Life Settlement Broker
Life Insurance Settlements Inc.

Senior Life Settlement Broker with Life Insurance Settlements Inc., Mr. Fryer has specialized in the Life Settlement brokerage services since 2003 and is considered one of the best life settlement brokers in America. Mr. Fryer has attended Forum 400, MDRT, SMEX, CIPC, NAEPC, NAELA, NAILBA, NAIFA, FAIFA, Finseca and has been a featured speaker at many industry events. Mr. Fryer has been a major influence in the evolution of the life settlement industry since 2003 through proactive involvement. Additionally, he is a noted speaker, author and contributor on the topic of life settlements in various trade journals, periodicals and press outlets across the country. Not only has Mr. Fryer been directly involved in negotiating and settling several thousand contracts,  He serves as a Senior Life Settlement Broker for Life Insurance Settlements, Inc. where LIS is uniquely qualified to shop Life Settlements as the original Life Insurance Settlement Brokerage company and the largest submitters of Life Settlement policies in the business today.

I believe that your financial success should be the result of skill and a plan, not luck or an accident. Having experienced professionals on your team can make all the difference. Daxton Fryer has the experience and resources to help you address your concerns and critical decisions about Life Insurance Settlements with confidence. Mr. Fryer is a graduate of the University of Southern Mississippi with a Bachelor’s degree in Finance.

Awards 

Broker of the Year 2020

Broker of the Year 2014

Broker of the Year 2008

Rookie of the Year 2003 

Gage Gaynor
Gage has been a Senior Life Insurance Settlement Broker at Life Insurance Settlements Inc., since 2023. His sole focus is on obtaining the highest possible offer for his clients' unwanted life insurance policies and helping them in any way possible throughout the process. His desire to help others strives from his upbringing as a Christian man and from being a firm believer in Jesus Christ. His relentless work ethic stems from his 13 years of playing football, from 3rd grade all the way through college. Gage played offensive line at Colorado State Univeristy from 2020-2023.
 
Gage graduated from Colorado State University as a student athlete in 2023 with a bachelor's degree in communication studies and a minor in sociology. Gage is a fully Licensed Life Insurance Agent in Florida and a licensed Life Settlement/Viatical Broker in most states. 
Gibson Nutt

Client Services Relationship Manager

Jack Carlton

Jack is a Senior Life Settlement Broker at Life Insurance Settlements Inc. which is the nation’s most experienced life settlement brokerage. Our sole focus is on representing our clients to obtain the highest market price possible for the sale of the client’s life insurance policy in the secondary marketplace.

Jack started in 2022 with the ambition to guide financial advisors, Insurance Agents, and Lawyers to make the best decision for their clients' Life insurance Policies.

James Nutt

Mr. Nutt has been professionally involved in the life settlement industry for twenty-five years and is a pioneer in its growth and expansion. Mr. Nutt attended Warner Southern College, where he earned a degree in business management. His business acumen has been instrumental in establishing LIS as the national model among life settlement brokerage entities.

Logan Gaynor

Administrative Assistant

Lore Kaplan

CFO & Operations Manager (AKA Den Mother)

I assist in closing process working with agents and/or clients providing support in life settlement transactions along with communicating and coordinating with Providers to comply with satisfying completion and due diligence on documents submitted to ensure we settle policy expediently and professionally. Other duties include bookkeeping, payroll, compliance, licensing, and other administrative functions of day to day operations.

Licensed as Life agent and Viatical/Life Settlement Broker in most states.

Mark A. Mrky

Senior Director of Life Settlements

Mark is a managing member of Life Insurance Settlements Inc. which is the nation’s most experienced life settlement brokerage. Our sole focus is in representing our clients to obtain the highest market price possible for the sale of the client’s life insurance policy in the secondary marketplace.

Mark began his career with LIS in 2001 and has consistently remained in the top 1% of sales in the nation. His specialty is in working with and educating senior clients, estate planners, insurance advisors, attorneys, and other financial professionals about the benefits of the Life Settlement industry. Additionally, he is featured writer for The Street on all things Life Settlements.

He has presented to groups such as NAIFA, Top of the Table, InsMark, Society for Financial Service Professionals, National Association of Philanthropic Planners, local estate planning councils, various Broker Dealers, Insurance Carriers and professional groups on the subject of Life Settlements.

Mark has a B.A. in Psychology from the University of Nebraska and is a member of the Life Insurance Settlement Association. He met his wife Deborah while working in Australia and they have two sons Jack & Sam.

Nicole Lee

Director of Office Management

Oleg Eydelman

Client Services Director

Oleg Eydelman has been specializing in the Life Settlement field since 2002, having brokered thousands of life insurance policies. He emphasizes the full-service brokerage experience and is able to help with everything from obtaining the medical records and illustrations to fully leveraging all the buyers for the top offer in the marketplace and to the end with assistance with the closing contract.

Oleg is a graduate from the University of South Florida with a Gerontology Major and a Business Administration Minor. He is a Licensed Life Insurance Agent in Florida and a licensed Life Settlement/Viatical Broker in most states.

Peter Gaynor

Mr. Gaynor has negotiated several thousand life settlement contracts during his twenty-five-year career in the industry. His unheralded success in obtaining maximum financial settlements has established his reputation as a major influence in the industry’s popularity and growth. He is respected in the national provider/funding community for his negotiating skills and is licensed as a life settlement broker in multiple states.

Peter N. Katz, JD, CLU, ChFC, RICP®

Peter is a life settlement broker and Co-Director of National Accounts for LIS. His vast knowledge and experience with life insurance contributes significantly to his success with settlements. He has authored numerous articles on life settlements and life insurance planning and has been a speaker at many industry and insurance company meetings. Peter has spent over 30 years in the life insurance and financial services industry as an advanced markets attorney and in product development.

Ria J. Johnson, CFP®

Brokerage Director at Life Insurance Settlements, Inc.

Since 2010, has been an integral part of the National Accounts Team. Her experience and can do attitude to make it easy to do business is second to none. Ria began her insurance career in 2001, becoming a successful agent for AXA Advisors, developing extensive knowledge and experience in the sale of life insurance and annuities. Then, in 2005, she specialized in life settlements.

Rob Haynie

Rob, often referred to as Mr. Life Settlements, has been a major influence on the evolution of the life settlement industry during his thirty-two-year career of proactive involvement. Not only has he been directly involved in negotiating and settling several thousand contracts, he also presently serves as the Chairman of the Board of Directors of the Life Insurance Settlement Association (LISA) and is a charter member of the Association’s PPC committee, which is charged with the regulatory and legislative activities of the industry.

On October the 24th, 2024, he recently was the recipient of the prestigious Alan H. Buerger Leadership Award. The AHB Leadership award honors industry leaders who have made significant contributions to support the development and growth of LISA and the life settlement marketplace.

On November the 19th, 2024, he was also named one of the Finseca/NAILBA’s ID Twenty Award recipients that honor independent distribution's most courageous innovators and visionaries, who have made important contributions to the insurance profession.

Additionally, he has served on both the Customer Advisory Board (CAB) of ITM/TwentyFirst Services (now Longevity Holdings) and the Advisory Board of the Insurance Studies Institute (ISI). He currently serves on the Forbes Councils as well as the Board of The Retirement Genius and InsMark, LLC’s Advanced Consulting Group (ACG).

He was named one of the top 10 most influential people in the life settlement industry worldwide.

Mr. Haynie, an Alumnus of Florida State University, currently holds a Life Agent License with Viatical Settlement Broker Appointment for LIS and has spoken at almost every life settlement industry meeting or conference, published articles on the subject on multiple continents and has given many educational webinars as well as been recently featured on multiple podcasts as well as co-hosting his own with Mark Mrky entitled UNLOCKING THE HIDDEN VALUE OF YOUR LIFE INSURANCE, which is the first and only podcast dealing exclusively with the issues surrounding the life settlement marketplace: 

https://www.iheart.com/podcast/269-unlocking-the-hidden-value-110862195/

Robin S. Weinberger, CLU, ChFC, CLTC

Robin S. Weinberger, CLU, ChFC, CLTC

Director of National Accounts, Life Insurance Settlements, Inc.

(617) 451-3343

Robin has specialized in Life Settlement brokerage services since 2003.  She has spent her whole career in the life insurance industry, including General Agent and Director of National Accounts for Connecticut Mutual and Vice President of Marketing for Sun Life of Canada.  Robin says that her “secret weapon” in the settlement industry is her knowledge of life insurance.  She has been a featured speaker on Life Settlements at many industry meetings such as NAIFA, SFSP and Estate Planning Councils around the country.  In addition, she has addressed various Study Groups and Insurance Company sponsored Meetings.  Robin is also a well-known author on Life Settlements and has written over 130 articles on the subject.  

Capitalizing on her successful life insurance past, Robin decided to specialize in Life Settlement brokerage services, realizing that Life Settlements were one more way to do something good for policyholders that were going to lapse or surrender their coverage.  Robin’s philosophy is to “partner” with producers to achieve the highest levels of expertise, service and product knowledge.  

Robin received her BBA in Marketing from the University of Wisconsin.  In addition to earning her CLU and ChFC designations, she has also received her Certification in Long Term Care.  Robin is a member of many industry organizations including The Society of Financial Service Professionals and the Life Insurance Settlement Association.  She can be reached at Robin@lisettlements.com or (617) 451-3343.

Devin Bender

Devin Bender - Vice-President, Relationship Development