MANAGEMENT TEAM BIOS
Paul J. Moe, Chairman and Chief Executive Officer
A settlement industry pioneer, successful entrepreneur, and business leader with more than 30 years experience, Paul J. Moe is responsible for developing the concept for and uniting the team of professionals that ultimately became the Living Benefits Financial Group, LLC and its affiliates:
Living Benefits Financial Services, LLC
Living Benefits Asset Management, LLC
LifeLoan Financial Services, LLC
In his capacity as Chairman and Chief Executive Officer of Living Benefits Financial Group, LLC, the company has achieved the following:
Successfully deployed $600+ million USD in institutional funding of life insurance product internationally on behalf of multiple world-wide investment banks, hedge funds and private equity funds.
Secured multiple origination agreements as a Life Settlement Provider for the company's affiliate, Living Benefits Financial Services, LLC.
Contracted with Deutsche Bank AG London to become a registered "Introducing Broker". This agreement produced a synthetic trade of mortality based derivatives, with the then fourth largest pension fund in the Netherlands, in excess of $380 million USD.
Originated and analyzed in excess of 10,000 life insurance policies for a total net death benefit of $27+ billion USD.
Mr. Moe, co-founder and currently Chairman & Chief Executive Officer of Living Benefits Financial Group, LLC, was one of the key individuals responsible for securing the Company's initial provider funding facility of $400 million USD with Berkshire Hathaway's Gen Re Securities. Under Mr. Moe's leadership, Living Benefits Financial Group, LLC has transformed from a nationwide purchaser and servicer of life settlements in the retail market to a world-wide purchaser, servicer, and seller of life settlement portfolios for institutional markets. Since the inception of the settlement industry in the early 1990s, Mr. Moe has always maintained a strong advocacy of industry regulation nationwide.
Mr. Moe's involvement in the settlement industry dates back to 1993. Prior to the development of Living Benefits Financial Group, LLC, he served as Chief Operating Officer of ViatiCare Financial Services, LLC, until April 1997, when, as a part of a corporate restructuring, he was promoted to Chief Executive Officer. Mr. Moe redirected that company's operations, including its financial structures, its life insurance and diagnostic underwriting processes and servicing procedures to become one of the recognized leaders in the institutional settlement industry. Mr. Moe was responsible for structuring and negotiating ViatiCare Financial Services, LLC's $150 million USD warehouse facility with Cargill Financial Services, the then largest institutional facility in settlement history. He also personally directed the company's corporate communications and public relations.
In 1983, Mr. Moe became the Founder and President of Marquee International, Inc., a unique business management firm that develops strategic partnerships for the creation, management and licensing of intellectual properties internationally. With offices in Minneapolis and Tokyo, Marquee has represented a variety of large-scale industrial patents for manufacturing technologies now used in Japan and other Asian countries. Marquee also represented US based recording artist's intellectual property rights for the country of Japan. Marquee's client list included Prince, Ingrid Chavez, Whitney Houston, and Dianna Ross.
Mr. Moe received his B.A. in Economics from St. Thomas University in St. Paul, MN in 1977 with continuing education at the University of Minnesota School of Business and Metro State University in Business Administration.
Mr. Moe is an active competitor in martial arts. He holds a 3rd Degree Black Belt in Tae Kwon Do and has been ranked #1 and undefeated in the North Central Karate Association (Men's Traditional) for the last three years.
