Jeff Hallman, Managing Director of Citizens Life Group

Managing Director

Jeff Hallman

Licensed broker and agent-in-charge for Citizens Life Group, a licensed life settlement brokerage. Co-Founder and Managing Partner of Asset Life Settlements. In the viatical and life settlement market since 1999. Part of more than $3 billion in closed life settlement transactions.

About Jeff

Jeff is the licensed broker and agent-in-charge for Citizens Life Group. He came to the work to help address a problem he has watched unfold for more than two decades: seniors being approached by policy buyers who have no obligation to offer fair market value, and usually don't. Since entering the viatical and life settlement market in 1999, Jeff has been part of more than $3 billion in closed life settlement transactions, including work through Asset Life Settlements, the licensed brokerage where he serves as Co-Founder and Managing Partner. That work made one thing obvious. When a policy is competitively shopped to multiple institutional buyers by a fiduciary broker, the offer is almost always dramatically higher than what a direct buyer puts on the table first.

As your licensed broker, Citizens Life Group represents you, the seller, and shops your policy competitively to maximize your offer, before you lapse a policy or surrender it for pennies on the dollar. Jeff sets the strategic direction at CLG, oversees the brokering, and makes sure families understand what they actually have, in plain English, before anyone else gets to them.

Credentials & Affiliations

Licensing & Authority

  • Licensed Life Agent (line 0215, Life including Variable Annuity & Health)
  • Appointed Viatical Settlement Broker (line 0266; covers life settlements)
  • Licensed broker and agent-in-charge for Citizens Life Group

Life agent license and viatical broker appointment issued by the Florida Department of Financial Services.

Industry Membership

  • NAIFA (National Association of Insurance and Financial Advisors)
  • Finseca
  • Million Dollar Round Table (MDRT)
  • Forum 400
  • Active in the Heckerling Institute on Estate Planning

Education

  • B.S., Safety Sciences, Indiana University of Pennsylvania

Industry Experience

  • In the viatical and life settlement market since 1999
  • Part of more than $3 billion in closed life settlement transactions
  • Co-Founder and Managing Partner, Asset Life Settlements

Verify the license yourself

Jeff's life agent license (which carries line 0215 and the 0266 viatical settlement broker authority) is public record. You can verify it directly with the state regulator by name.

Florida DFS Licensee Search

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