Welcome, NAIFA Members!

Coventry is proud to support NAIFA members with access to exclusive resources, market leadership, education, and flexible solutions in the secondary market for life insurance.

Submit a Policy for Review

Schedule a Call with Coventry

Book a 15-minute introductory call with your dedicated Coventry representative.

Meet Your Dedicated NAIFA Relationship Lead

Shara has extensive experience working with trade associations and member-driven organizations, along with a strong understanding of how national groups operate and engage their partners. 

Shara most recently served as Assistant Vice President at Finseca, where she contributed to programs that supported member organizations and industry partners. Prior to her time at Finseca, Shara held roles with NAILBA and NAIFA. 

Her work reflects a deep understanding of trade associations, governance, and member engagement, and she is known for her thoughtful, relationship-driven approach and strong operational insight.

Shara will serve as your direct point of contact for national initiatives and can assist with regional activities in partnership with state-level representatives.

Coventry’s sponsorship reflects a shared commitment to professional excellence and advisor empowerment.

As the leader and creator of the secondary market for life insurance, Coventry works alongside financial professionals to help clients evaluate existing life insurance policies with the same rigor applied to other financial assets. When circumstances change, life insurance deserves the same disciplined review process as any portfolio holding.

Through this sponsorship, Coventry will support NAIFA initiatives, contribute educational programming, and provide direct access to resources that strengthen client conversations and reinforce best practices.

Purpose-Built for Professional Advisors.

We're proud to be your 2026 National Gold Sponsor

Industry Leadership. Institutional Strength. Advisor Focus.

Founded in 1982, Coventry created the secondary market for life insurance in 1998 and pioneered the life settlement industry. Today, Coventry is the largest buyer of life insurance policies in the secondary market and has completed more than $50 billion in longevity-linked transactions.

Coventry combines:

• Deep life insurance expertise
• Institutional capital strength
• Proprietary underwriting and analytics
• A vertically integrated case management platform

Coventry and its affiliates purchase approximately 50% of all policies transacted in the secondary market.⁽¹⁾ That scale reflects sustained market leadership, disciplined underwriting, and consistent execution across economic cycles.

Advisors work directly with Coventry’s in-house underwriting, financial analysis, and contract services teams. The result is institutional rigor, clear communication, and certainty of execution from initial valuation through closing.

⁽¹⁾Source: The Life Settlement Report by The Deal.

Coventry: A Strategic Resource for your Practice.

Coventry helps NAIFA members expand revenue opportunities, deepen client relationships, and bring disciplined analysis to life insurance decisions.

Uncover Hidden Value in Existing Policies.

Coventry’s platform helps advisors treat life insurance as a strategic asset. A structured review can reveal value and flexibility that might otherwise be lost.

When to Review a Policy

• The original purpose for coverage no longer exists
• Premiums have increased or become burdensome
• A term policy is nearing the end of its level period
• Estate or business planning objectives have shifted
• Liquidity is needed for retirement, healthcare, or other priorities

General eligibility typically includes insureds age 65 or older (younger insureds with significant health impairments may qualify) and policies with a face amount of $100,000 or greater.

Available Structures

• Traditional Life Settlement: A fully underwritten sale for more than cash surrender value but less than the death benefit

• Retained Death Benefit: Reduced coverage with no future premium obligations

• Enhanced Cash Value^SM: A non-medically underwritten option for qualifying Universal Life policies

Payout Flexibility
Proceeds may be structured as a lump-sum payment, reduced coverage with no future premiums, or a combination of cash and retained coverage. There are no restrictions on how proceeds may be used, allowing alignment with broader financial, estate, and retirement strategies.

The Coventry Advantage.

Coventry combines scale, capital strength, and disciplined execution with a consultative, advisor-focused model. The result is an experienced, institutional counterparty paired with a high-touch, consultative approach designed to support your practice.

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