Slg Life Settlements

What Slg Life Settlements does

SLG Life Settlements, LLC is a licensed life settlement provider and portfolio servicer operating as a wholly-owned subsidiary of Corry Capital Advisors, a private asset manager that oversees more than $2 billion in assets. The company is positioned as a full-service, vertically integrated platform with 20+ years of experience in the life settlement market, holding provider licenses across 43 regulated states (via SLG, its affiliated CCA Life Settlements (CCALS), and CCA Settlements (CCAS)) and operating in 8 non-regulated states (Alabama, District of Columbia, Michigan, Missouri, New Mexico, South Carolina, South Dakota, Wyoming). SLG serves two primary customer sets: senior policyholders (typically over 80) holding Universal Life insurance who seek to monetize policies above surrender value, and institutional investors (pension plans, foundations, endowments, sovereign wealth funds, and the affiliated Corry Capital Advisors funds) seeking uncorrelated, low-volatility returns from life settlement portfolios.

The company's revenue model is built on two streams: (1) transaction economics on life settlement purchases, generating spread between the price paid to the policyholder and the eventual death benefit collected, and (2) recurring servicing fees from third-party insured tracking and portfolio management for institutional investors. Distribution is multi-channel — direct policyholder outreach via the corporate website and phone, a network of licensed life insurance producers and life settlement brokers who originate qualified policies, and enterprise relationships with affiliated and external institutional fund managers. Life settlement transactions are individually priced based on life expectancy underwriting, in-force policy illustration, and a pricing model; no standard pricing tiers are publicly disclosed.

Underlying technology is described as utilizing industry-standard policy illustrations, life expectancy underwriting models, and pricing algorithms, with no proprietary AI/ML capabilities, patents, or disclosed technology differentiators. The technology profile is bespoke process-driven rather than platform-driven. Marketing is conducted through the corporate website, industry publications (Life Risk News, Longevity & Mortality Investor), and the ELSA Life ILS Conference, where SLG's leadership (notably Bill Corry as ELSA Chair) holds outsized industry influence. Headcount is reported at 1–10 employees, consistent with a lean operating subsidiary within a larger asset management parent.

Name

Slg Life Settlements

Legal name

SLG Life Settlements, LLC

Website

https://ccaslgsettlements.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

SLG Life Settlements, LLC is a licensed life settlement provider and portfolio servicer operating as a subsidiary of Corry Capital Advisors, purchasing Universal Life policies from senior policyholders and providing insured tracking and portfolio servicing to institutional investors across 43+ U.S. states.

Ownership category

akta.pro rank

Product category

Life Settlement Services

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Life Insurance (6311)

akta.pro primary industry

Universal Life (UL) Insurance (FSAIABAB)

Keywords

• Life settlement transactions
• Life insurance policy purchase
• Insured tracking services
• Portfolio servicing
• Viatical settlements

Headquarters

HQ city

Sewickley

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain, Others

Revenue model

1. Life Settlement Provider Services: SLG enters into life settlement transactions by purchasing in-force Universal Life insurance policies from policyholders at a negotiated price below the death benefit. Revenue is generated through the spread between the purchase price paid to the policyholder and the eventual death benefit collected upon the insured's passing. The company also earns fees from providing third-party servicing, insured tracking, and portfolio management services to institutional investors and life settlement funds.
2. Portfolio Servicing and Insured Tracking: SLG provides bespoke servicing for life settlement portfolios, including quarterly health status updates, medical record procurement, claims processing, and premium optimization. These services are provided to portfolio managers and institutional investors, generating recurring servicing fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Core offering

SLG Life Settlements purchases in-force Universal Life insurance policies from senior policyholders (typically over 80) at a negotiated price below the death benefit, generating revenue from the spread between purchase price and eventual death benefit. The company also provides third-party insured tracking and portfolio servicing for small and medium-sized life settlement portfolios owned by institutional investors and asset managers, including quarterly health status updates, medical record procurement, claims processing, and premium optimization.

Product overview

SLG Life Settlements is a full-service, vertically integrated platform offering life settlement transactions and related services. The core offering consists of Life Settlement Transactions (evaluating and purchasing life insurance policies), Policy Sales Evaluation (determining if policy owners qualify), Insured Tracking and Portfolio Servicing (ongoing policy monitoring and claims processing), and Agent Resources (collaboration with licensed producers for policy origination). The company operates across multiple states through affiliated entities SLG Life Settlements, LLC, CCA Life Settlements, LLC, and CCA Settlements, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Life Settlement Transactions SLG's primary service of entering into life settlement transactions by purchasing in-force Universal Life insurance policies from policyholders at a negotiated price below the death benefit, providing fair market offers and escrow services.
• Insured Tracking and Portfolio Servicing Third-party servicing and insured tracking services for small and medium-sized life settlement portfolios, including quarterly health status updates, medical records procurement, regulatory compliance outreach, and claims processing.
• Policy Sales Evaluation Service to evaluate a life insurance policy and provide an estimated value to determine if a policy owner qualifies to sell their policy through a life settlement transaction.
• Agent Resources and Origination Services Collaboration with licensed life insurance producers to determine if a life settlement is a suitable option for their clients, including single policy and portfolio origination services for agents and brokers.

Quantifiable outcome

• Life settlement transactions typically yield more than the cash surrender value for a policyholder's life insurance policy
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core.

• European Life Settlement Association (ELSA)OthersELSA is the leading European industry group promoting the life settlement industry to institutional investors. Bill Corry (CEO of Corry Capital Advisors, which owns SLG) serves as ELSA Chair. SLG executives contribute to ELSA's educational content, Fact Sheets, and the ELSA/Conning Investor Sentiment Survey. SLG participates in ELSA's Life ILS Conference as both sponsor and contributor.
• Bill CorrycoreOthersBill Corry is the Founder and Managing Director of Corry Capital Advisors and serves as ELSA Chair. He contributes thought leadership articles to SLG's website on topics including investor sentiment, premium optimization, and portfolio management. Bill Corry is the primary author of industry commentary published under SLG's news section.
• Ryan ByrdcoreOthersRyan Byrd is President of SLG Life Settlements, LLC. Before joining SLG, he worked as Assistant General Counsel at Magna Life Settlements, reviewing thousands of tertiary and secondary market transactions. He is an expert in legal and regulatory requirements for life settlement transactions. He authored articles on the origination landscape for SLG's news section.
• CCA Life Settlements, LLC (CCALS)coreOthersCCA Life Settlements, LLC is an associated company under common ownership with SLG. CCALS is licensed as a Viatical Settlement Provider or Life Settlement Provider in: Arkansas, Florida, Iowa, Louisiana, Maine, Minnesota, Mississippi, New Jersey, North Dakota, Oregon, Virginia, and Wisconsin. CCALS and SLG are operated by the same officers and employees and adhere to the same policies.
• CCA Settlements, LLC (CCAS)coreOthersCCA Settlements, LLC is an associated company under common ownership with SLG. CCAS is licensed as a Life Settlement Provider in California. SLG, CCALS, and CCAS are operated by the same officers and employees and adhere to the same policies, but operate only where individually licensed.

Scale indicators4 records

Recent moves7 records

Expansion highlights10 records

Others

• Corry Capital Advisors: Affiliated asset manager and parent of SLG, managing over $2B in life settlement assets for institutional clients. Functions as both principal client and capital source rather than a competing provider.

Direct peers

• Ashar Group: Life settlement provider and originator serving policyholders and institutional investors. Comparable vertically integrated model and similar customer segments to SLG.
• Magna Life Settlements: Life settlement provider operating in the secondary life insurance market. SLG President Ryan Byrd previously served as Assistant General Counsel at Magna, having reviewed thousands of secondary market transactions, making it a direct functional competitor.
• GWG Holdings: Former large life settlement investment trust and policy acquirer (now in restructuring). Historically a major direct peer in the institutional life settlement space with similar buyer profile.
• Life Settlement Advisors: Independent life settlement advisory and brokerage firm working with policyholders, agents, and institutional investors. Competes with SLG on the agent/broker origination channel and institutional placement.
• Coventry First: One of the largest licensed life settlement providers in the U.S., purchasing policies from senior policyholders and servicing institutional portfolios. Directly competes with SLG on both origination and institutional servicing.
• American Life Fund: Direct life settlement provider purchasing policies from senior insureds, including Universal Life holders. Operates with a similar online origination funnel and similar product mix to SLG.
• Liberty Life Settlements: Life settlement provider focused on senior policyholders and institutional portfolio servicing. Comparable vertically integrated offerings and regulatory footprint.

Broad incumbents

• Prudential Financial: Major life insurance carrier with a large UL policyholder base. Operates broadly in life insurance and adjacent asset-management businesses, providing institutional scale that intersects with SLG's customer segments.
• Lincoln Financial Group: Large life insurance carrier with significant in-force Universal Life blocks. While not a settlement provider, its UL policyholder base represents a comparable customer profile and is a potential source of policies flowing into SLG's pipeline.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/slg-life-settlements

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Slg Life Settlements