Media Insights
Everyone Gets the Same Weather Forecast
In my continued quest to dispel financial planning myths, I’ve been focusing recently on something most people don’t realize: the mortality tables that run the entire financial services industry are fundamentally broken. Every major financial institution relies on the...
Reflections from Investor Day: The Market Maker of Time
We held our Investor Day at the New York Stock Exchange last week. The venue was fitting—its history has been built on making capital markets efficient at scale. And that’s exactly what we’re building when it comes to lifespan-based financial products here at Abacus....
The Hidden Cost of Unreported Mortalities
A single missed mortality event can lead to months, or even years, of improper payments. While most pension plans, retirement systems, and multi-employer union benefit funds have controls in place, delayed mortality identification remains one of the most persistent...
The Revenue Opportunity Hidden Inside Existing Client Portfolios
For many financial advisors, growth is often associated with one thing: acquiring new clients. While prospecting and business development will always be important, there is another opportunity that is frequently overlooked. It may already exist within the...
When Infrastructure Solves a Problem Nobody Talks About
We announced this week that Abacus is tokenizing secondary life insurance assets. And I want to be clear about what that means, because the word “tokenizing” carries baggage. So let me explain what we’re actually doing and why it matters. This isn’t a crypto strategy....
The Longevity Indicators You Can Control
If you’ve been following along for awhile, you know that I pay a lot of attention to the hard truths behind longevity – that very tall people rarely live past 100, that genetics do matter, and that we should be optimizing for longer healthspans than lifespans. On a...
How Life Settlements Help Advisors Deliver Holistic Planning
Financial planning has evolved far beyond investment management alone. Today’s clients expect advisors to help navigate every aspect of their financial lives, from retirement income and healthcare costs to tax efficiency and liquidity planning. At Abacus Life, we...
Helping Clients Age More Financially Confident
Aging brings many important milestones. Retirement, family growth, travel, and the opportunity to enjoy the results of decades of hard work. But it can also bring uncertainty. Questions about healthcare costs, retirement income, market volatility, and long-term...
The Revenue Opportunity Hidden Inside Existing Client Portfolios
For many financial advisors, growth is often associated with one thing: acquiring new clients. While prospecting and business development will always be important, there is another opportunity that is frequently overlooked. It may already exist within the...







