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Brendan Flatow

Evergreen Settlements


Member profile details

First name
Last name
Evergreen Settlements
Managing Partner

Additional Membership Information

Primary Discipline
Secondary Discipline(s)
  • Valuation/Appraisal
Professional Bio
Evergreen Settlements was established with the goal of leveraging its founders' unparalleled experience and track record in the Secondary Market for Life Insurance to provide professional representation to a broad range of clients including; consumers, insurance professionals, trust, legal and accounting professionals throughout the United States.

As key members of a market pioneer that led the development of a robust longevity market Evergreen’s team has facilitated more $10B in settlement transactions and holds more than 60 years of combined market experience.

Evergreen Settlements' strategic relationships rely on the firm for expert counsel and superior results. Their dynamic team prides themselves on their high level of professionalism, exceptional service and transactional integrity.

Brendan Flatow, Evergreen’s co-founder, holds his series 7 and 63 and is life licensed in most states. The proud father of three, Mr. Flatow is active in his community as an executive board member of the Whitpain Recreation Association, the Chestnut Hill Academy/Springside Chestnut Hill Academy Alumni Association, President of Whitpain Baseball, Chair of the CHA Athletic Hall of Fame, active member of St. Helana’s CYO, and numerous other non-profit committees.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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