Meet the Team

Meet the Team2018-10-24T12:21:49+00:00

NOAM S. WEISS

Noam co-founded Settlement Benefits Association in 2002 to help seniors and terminally ill clients understand and maximize the value of their life insurance.  Noam is primarily responsible for negotiating life settlement offers, closing transactions, and overseeing the sales team. Under Noam’s leadership, Settlement Benefits Association has become a national Life Settlement Broker that has reviewed almost 5 billion dollars of life insurance.  

In addition, Noam is a member of The Young Professionals of Wellington, serves on the School Advisory Committee as a business member and has been a subject matter expert published in the Wall Street Journal, Society of Financial Service Professionals, Agent Sales Journal, Ethics.net and Florida Trends.  Noam is also a renaissance man outside the office.  His outdoor kitchen is legendary and he enjoys spending time around a poker table.

ADAM LIPPMAN

Adam co-founded Settlement Benefits Association after running the eBusiness department at Renaissance Cruises.  He earned an MBA from the University of Florida and served as a mentor in the program after graduation.

He is now primarily responsible for the IT and marketing systems at Settlement Benefits Association.  Additionally, he helps oversee the negotiating, underwriting, and accounting teams.

In his free time, Adam often travels with his family. Recent trips include Hawaii, Europe, and Alaska.  Adam is an avid sports fan and loves Star Wars.  He closely follows the Denver Broncos and Florida Gators among others.  He also recently began designing and fabricating on a home 3d printer.

STAVROS PAPADOPOULOS

Stavros leverages his expertise to successfully handle a variety of roles at Settlement Benefits Association but focuses most of his time managing high end financial professional agency relationships and inbound agent and client inquiries.  Prior to SBA, Stavros earned a law degree at Washington University in St. Louis and worked at Coventry First, a leading Life Settlement provider.  His insight and background are unique and deep and bring incredible value to his current work.

In his free time, Stavros is a big fan of the Dallas Cowboys, vinyl records, and jazz music.

JEFF GOLDFINE

Jeff Goldfine is an insurance agent with over 29 years of experience in the financial services industry.  Jeff is dedicated to helping clients protect their retirement assets, maximize Social Security Benefits and increase their household income. He specializes in explaining financial concepts in easy to understand language and recommending strategies designed to help protect his client’s assets from market volatility and economic downturns, which they say helps them sleep better at night.

Jeff studied Business Management at Temple University in Philadelphia and is life insurance licensed in over 20 states including Florida. He has been a guest speaker at many conferences, including FICPA and is also a member of MDRT/Million Dollar Round Table – an elite association, recognized internationally for
advocating the standard of excellence and ethical conduct of the world’s leading insurance and financial
services professionals, from more than 500 companies in 67 countries.

Jeff has been married for 16 years and has a beautiful daughter. Recently, Jeff has been teaching his daughter how to drive, which has been both an exciting and terrifying experience. He enjoys spending time with his family, participating in golf fundraisers for various charitable organizations and vacations at the beach.

BILL MOUNTAIN

Bill has been involved with the Viatical and Life Settlement business since 2004.  This breadth of experience has allowed Bill to flourish throughout the entire Life Settlement supply chain; working on everything from policy supply, underwriting, and offer negotiation and closing to capital raising, policy analysis and pricing.  His unique resume includes time running his own brokerage and as an officer of Magna Life Settlements, one of the largest Life Settlement providers in the country.  While at Magna, Bill leveraged his product knowledge and relationships to increase their finance entity clients and number of closings to the highest levels since inception.  He also has done high end consulting work for multi-million dollar funds and individual clients and large general agencies.  

Bill has provided continuing education to financial advisors, attorneys, CPAs and Trust Officers and was a frequent lecturer to various chapters of
the National Association of Estate Planning Councils and members of the National Association of Independent Life Brokerage Agencies.

MICHAEL WOLTER

Mike has 30 years experience in the insurance and healthcare fields which allows him to understand the complexity of the insurance business with a deep compassion for a person’s individual life challenges. Before working with Settlement Benefits, he was also trained as respiratory therapist. He proudly served our country in the Army as part of the 81st artillery in the Pershing missile battalion.

When not in the office you’ll find Michael in his vegetable garden, riding his bike, or traveling to one of his favorite destinations like Iceland.  Mike has always been a family oriented person and is adored by his 5 grandchildren.

SUSAN LIPPMAN

Susan has over 12 years of experience underwriting and processing Life Settlement cases.  Her bright smile and helping hand are invaluable around our offices.  When she’s not at the office, Susan loves to spoil her 3 grandchildren.

ANNALISA HOGAN

Annalisa has been with SBA since 2014 and now runs the closing department along with many other operations.  Out of the office she enjoys traveling, reading and socializing with friends.

LORE BRISTER

Lore has brought a fresh perspective to our office and our operations.  In her free time, Lore loves spending time with her family.

BEBE

Bebe was a dedicated, smart, and loyal mini boston terrier.  She spent countless hours around the SBA offices and was posthumously named “employee of the decade.”

ANDROMEDA

Andromeda is a long haired chihuahua who loves to come by the office.  Her cuteness, intelligence and curiosity are on full display whenever she is here.  Back at home, Andromeda enjoys relaxing on the couch with Netflix and believes she is in charge of the local duck population.

BENTLEY

Bentley is a french bulldog and loves to sleep under any desk that has life settlement paperwork on it.  In his free time he likes chasing squirrels and loves car rides. His favorite snack is carrots.