June 14, 2022
CONSHOHOCKEN, PA – June 14, 2022, Following the recent establishment of the in-house capital markets division at Lighthouse Life Capital, LLC, the Company has announced the addition of two veteran external wholesalers to the team: Kurt Gunderson, Regional Sales Director in the western region, and Eric Kellar, Regional Sales Director in the east.
“Kurt and Eric bring a wealth of experience to Lighthouse,” said Mark V. Petersen, Managing Director, Head of Capital Markets. “They are both respected professionals in the insurance and financial services industries with a successful track record of cultivating meaningful partnerships with firms and advisors.”
Kurt brings over 25 years of experience specializing in advisory services and innovative financial planning solutions. Prior to Lighthouse, he held key roles at S2K Financial, Mutual of America, Ameriprise, Investment Centers of America, and DA Davidson. A graduate of Dickinson State University with a bachelor’s in business administration, Kurt also holds his Series 7, 24, 63, and 66 licenses.
Eric, a 25-year asset management and insurance veteran, comes to Lighthouse from previous business development positions at eFinancial, Wellesley Asset Management, Morningstar, and John Hancock Funds. He holds a bachelor’s degree from Bates College, an MBA from Suffolk University, and NASD Series 6, 7, & 63 licenses.
The expansion of the team complements the recent strategic hires of Mark V. Petersen as Managing Director, Head of Capital Markets, and Tyler Ingram as Director of Internal Sales.
Lighthouse Life Capital operates as the distributor of the $50 million Reg A+ Beacon Bonds, launched in February 2021, with International Assets Advisory, LLC serving as the managing broker-dealer. Investment proceeds are primarily used to originate and acquire life insurance policies for the sale of those policies to investors seeking non-correlated assets for their portfolios. By doing so, Lighthouse Life generates revenue in months, not years.
Firms, reps, and advisors are encouraged to contact the Company directly to learn more about Lighthouse Life. Please contact Tyler at 445-230-0276 or email@example.com, or visit lighthouselifecapital.com for additional information.
This press release does not constitute an offer to sell or a solicitation of an offer to buy, nor will there be any sale of securities in any jurisdiction in which such offer, solicitation, or sale is not authorized. Neither the SEC nor any other regulatory body has approved or disapproved or passed upon the accuracy or adequacy of the information presented in this press release. Any offer to sell or solicitation of an offer to buy Lighthouse Life’s Beacon Bonds may be made solely by means of Lighthouse Life’s most recent Final Offering Circular, as the same may be supplemented (the “Offering Circular”). The Offering Circular is available at: https://www.sec.gov/cgi-bin/browse-edgar?CIK=1824921.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These forward-looking statements are based upon Lighthouse Life’s present expectations, but these statements are not guaranteed to occur. Furthermore, Lighthouse Life disclaims any obligation to publicly update or revise any forward-looking statement to reflect changes in underlying assumptions or factors, of new information, data or methods, future events or other changes. Investors should not place undue reliance upon forward-looking statements. Although Lighthouse Life believes that the expectations reflected in these forward-looking statements are based on reasonable assumptions, Lighthouse Life’s actual results and performance could differ materially from those set forth in these forward-looking statements due to numerous factors. For further discussion of the factors that could affect outcomes, please refer to the risk factors set forth under the caption “RISK FACTORS” in the Offering Circular. We claim the safe harbor protection for forward looking statements contained in the Private Securities Litigation Reform Act of 1995.
An investment in the Bonds of Lighthouse Life Capital, LLC is considered speculative. There are no guarantees of distributions or returns, and an investor may lose all or part of their investment. There are various risks related to an investment in the Bonds which are described in the respective investor offering circular.
The material herein does not constitute an offer to sell nor is it a solicitation of an offer to purchase any security. Offers will only be made through an offering circular and where permitted by law. Investments in any security are not suitable for all investors. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the “Risk Factors” section of the offering circular which is filed with the United States Securities & Exchange Commission (https://www.sec.gov/cgi-bin/browse-edgar?CIK=1824921). Investors should perform their own investigations before considering any investment and consult with their own legal and tax advisors.