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SENIOR LIFE BENEFITS®
Transactions

Origination | Acquisition

LifeLoan Financial Services
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LIVING BENEFITS®
Advisory Services

Consulting | Due Diligence

MANAGEMENT TEAM BIOS

Paul J. Moe

Paul J. Moe, Chairman and Chief Executive Officer

A settlement industry pioneer 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.

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 a worldwide investment bank which produced a synthetic trade of mortality based derivatives in excess of $380 million USD.
  • Originated and analyzed over 10,000 life insurance policies for a total net death benefit of $30+ 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 life settlement industry, Mr. Moe has always maintained a strong advocacy of industry regulation nationwide.

Paul J. Moe's involvement in the settlement industry dates back to 1995. As Chief Executive Officer for ViatiCare Financial Services, LLC, Mr. Moe directed the company's operations which included financial structures, 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 a $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.

Prior to his involvement in the settlement industry, Mr. Moe was the Founder and President of Marquee International, Inc., a unique business management firm, with offices in Minneapolis, New York and Tokyo. Marquee International developed strategic partnerships for the creation, management and licensing of intellectual properties internationally.

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.