Founded by Chris Orestis, the company originated as Life Care Funding, which pioneered the model of converting life insurance policies into a "Long-Term Care Benefit Plan." This process, known as a life settlement, helps seniors who own a life insurance policy but can no longer afford the premiums or need immediate funds to pay for long-term care. Building on this foundation, Chris Orestis launched Retirement Genius as a broader platform. Retirement Genius serves as an educational resource and service hub for seniors, providing information, tools, and access to financial solutions related to retirement income, Medicare, and long-term care, with the conversion of life insurance policies remaining a core service offering.

Founded in

United States