"Over the last 13+ years, we have seen explosive growth in the life settlement industry." Bill Schantz is the founder & CEO of Select Policy Group with extensive depth in the life settlement space. In 1998 Mr. Schantz founded Senior Settlements, LLC, the Policy Originator for SPG, as one of the first life settlement companies purchasing senior only policies. As President and Chief Executive Officer he is responsible for the strategic planning and structural steering of the company. He is also responsible for corporate compliance and works closely with counsel on regulatory propriety. Mr. Pearsey is the Director of Business Development for SPG. Brad has spent nearly a decade working in the financial services industry with a focus in the senior life settlement industry. During that period of time he has worked with several life settlement companies to develop sales growth strategies as well as best practices from a regulatory and compliance standpoint. Brad and his former partner also started and developed an alternative investment company with a focus on the senior life settlement market that grew to be one of the largest retail firms in the country. Mr. Mantz joined as Managing Director of Senior Settlements, LLC in April of 2007. His responsibilities include overseeing the day-to-day operations of the Company. Mr. Mantz also works closely with the Companys investor sources to ensure eligibility criteria, pricing assumptions, and process flows are properly maintained and incorporated into the Companys procedures. Thomas Schantz joined Senior Settlements in September 2009 as Director of Corporate Finance. Mr. Schantz graduated from Villanova University in 2007 with a bachelors degree in business administration and a concentration in finance. He then furthered his education as a full-time graduate student at St. Josephs University, where he earned his masters degree in business administration in 2009. Mr. Schantz graduated from St. Joes as a member of the International Business Honor Society and the Graduate ...
View Top Employees from Select Policy GroupWebsite | http://selectpolicygroup.com/ |
Revenue | $5 million |
Employees | 2 (0 on RocketReach) |
Address | 2522 Chambers Rd Ste 218, Tustin, California 92780, US |
Phone | (657) 295-6677 |
Fax | (714) 464-5401 |
Industry | Financial Services, Finance General, Finance |
Competitors | Green Investment Management, Inc., NW Life Funds, L.P., Reliant Life Shares, Rhodium Capital Advisors LLC, Villere & Co. |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 523920 Companies, NAICS Code 52392 Companies, NAICS Code 52 Companies |
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The Select Policy Group annual revenue was $5 million in 2024.
Select Policy Group is based in Tustin, California.
The NAICS codes for Select Policy Group are [5239, 523, 523920, 52392, 52].
The SIC codes for Select Policy Group are [62, 628].