The Team

SLG CCA is a full-service platform in the life settlement industry. We deliver quality insurance policies to our clients at an attractive, fair market-price. This is done by working with established life insurance agents, brokers, and third-party vendors committed to supporting the life settlement industry.

Through the in-depth knowledge of our employees and our origination track record, we are also able to offer tracking, servicing, and valuation services. Our thorough knowledge of the life settlement industry provides a complete back-office solution; such that we are positioned to provide a full-service team (i.e. valuation of a portfolio or continuous support throughout the duration of the portfolio’s existence).

Sherry Duarte - President

Ms. Duarte has over fifteen years' of experience in the life settlement industry, working with life settlement funds sourcing and purchasing life insurance policies and over twelve years' of life insurance experience at ING Employee Benefits.

 

Ms. Duarte previously was Managing Director at Maple Life and Peninsula Group, a Life Settlement investor; and an Associate Director at Bear, Stearns & Co. where she managed relationships with life settlement third party providers and servicers.

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Mischelle Carter - Director of Servicing

Ms. Carter is responsible for managing servicing representatives as it relates to their handling of polices and their respective cases. Servicing includes ordering medical records, life expectancy reports, prescription scripts, and updating our records on the status of the insured. 

Ms. Carter has over twenty-five years of experience in the underwriting industry and has been with CCA SLG since 2017. Previously, she spent ten years at Fasano Associates as the Manager of the Processing Department; and at ReliaStar as a Supervisor and New Business Representative.  

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Mitch McGee - Director of Due Diligence

Mr. McGee leads the policy pricing, case management, and due diligence team.

Mr. McGee has been with CCA SLG since 2016 and has prior experience as a Financial Analyst with Verizon Communications' corporate offices.

 

B.S. in Finance from Florida State University; completed CFA Level 1 Exam in 2019

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Sarah Bingle - Senior Servicing Representative

Ms. Bingle is responsible for case management and policy servicing

Ms. Bingle has six years of experience in life insurance and financial services

B.S. in Finance from Robert Morris University

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