{"id":20948,"date":"2023-11-06T19:49:00","date_gmt":"2023-11-06T19:49:00","guid":{"rendered":"https:\/\/www.thinkadvisor.com\/2023\/11\/06\/dynasty-to-help-life-settlement-firm-add-wealth-services\/"},"modified":"2023-11-06T19:49:00","modified_gmt":"2023-11-06T19:49:00","slug":"dynasty-to-help-life-settlement-firm-add-wealth-services","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2023\/11\/06\/dynasty-to-help-life-settlement-firm-add-wealth-services\/","title":{"rendered":"Dynasty to Help Life Settlement Firm Add Wealth Services"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/817853411\/0\/thinkadvisor\/\"><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2023\/06\/Jay-Jackson_Abacus-Life_USE_640x640.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2023\/06\/Jay-Jackson_Abacus-Life_USE_640x640.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p id=\"first-para\">Abacus Life, a life settlement company, has picked Dynasty Financial Partners to help it&nbsp;start a wealth division.<\/p>\n<p>Abacus CEO Jay Jackson said working with Dynasty to provide financial planning and investment management services \u201cis the natural next step forward for Abacus.\u201d<\/p>\n<p>Shirl Penney, Dynasty\u2019s CEO, said his firm is thrilled to be working with Abacus.<\/p>\n<p>\u201cJay and the team are well-positioned to hit the ground running,\u201d Penney said.<\/p>\n<p><strong>What it means:<\/strong>&nbsp;Traditionally, life insurers and life insurance agents often expanded by offering wealth management services.<\/p>\n<p>Today, providers of other, related types of financial services may be more likely to enter the wealth services market.<\/p>\n<p><strong>The players:<\/strong> Abacus is an Orlando, Florida-based company that began helping life policy owners sell their policies in 2004.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Abacus Life, a life settlement company, has picked Dynasty Financial Partners to help it&nbsp;start a wealth division. Abacus CEO Jay Jackson said working with Dynasty to provide financial planning and investment management services \u201cis&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":20949,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2023\/11\/dynasty-to-help-life-settlement-firm-add-wealth-services.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/20948"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=20948"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/20948\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/20949"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=20948"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=20948"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=20948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}