For Immediate Release

Abacus Life Teams up with The Wealth Engineering Family of Companies
Orlando Florida, July 28, 2020 – The Wealth Engineering Family of Companies is pleased to announce its selection of Abacus Life as its preferred provider of Life Settlements for its network of over 2,100 wealth advisory firms.

“We are excited to include Abacus Life as an exclusive provider within our Expert Sourcing Consortium,” said WE CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChCCA. “Life settlement services are an important element when consulting with successful families and their enterprise ecosystems; providing true wealth management – Wealth Engineering. The national presence and expertise of Abacus Life is a natural fit for our team.”

“We are honored and look forward to integrating our Life Settlement Services into the WE Expert Sourcing Consortium.” said Scott Kirby, Managing Partner of Abacus Life.

With this announcement, the Abacus Life joins an arsenal of best-of-breed expert sourcing firms to provide services to WE’s network of wealth management firms, investment and insurance advisors and attorneys across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

Abacus Life is a one of the Nation’s top Life Settlement Providers. Their best in class approach to the market includes a number of innovative product offerings that have been well received by insurance and financial advisors. They include Abacus Express, their Lapse Saver Program and complimentary Insurance Audits and Valuations. Abacus Offers complete back office support in areas of APS retrieval, life expectancy evaluation, pre-pricing and producer licensing. Abacus can purchase policies for as little as $100,000 in death benefit and offers multiple settlement solutions including cash and/or retained death benefit. Abacus Life offers Advisors access to customized marketing materials which include, email campaigns, white-label brochures, a customized website formatted pricing calculator as well as E&O coverage of $5 million. Learn more at: or phone 888-263-8149
The Wealth Engineering Family of Companies serves over 2,100+ wealth management, accounting, investment, insurance and law firms across the nation. WE helps these professionals harmonize with the wealth ecosystems of families and businesses through the organization’s WealthEngineering and OpenOption Practice Engineering Programs in coordination with its Consortium of Independent Expert Sourcing Firms. WE is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. For more information about The Wealth Engineering Family of Companies, visit or call 407.878.3520.