Life & Viatical Settlement Providers and Brokers Licensed in Texas, California, Iowa and New Jersey (Business Entities from State Regulator Lists)
124 state licence listings for 75 business entities (counted by normalized company name) that the insurance regulators of Texas, California, Iowa and New Jersey list as licensed life settlement or viatical settlement providers, brokers or (Texas only) life expectancy estimators. Taken from four regulator sources downloaded 2026-10-12: Texas (24 provider, 38 broker and 8 life expectancy estimator licences, with licence number, issue and expiry dates), California (21 providers, with CDI company code), Iowa (17 providers, with issue date) and New Jersey (16 providers, with original licence date). Each row is one entity in one state list, with the source's own spelling, a normalized company name, the states in this file where the same company appears (22 companies appear in two or more), the licence type as written, the city and state the regulator prints, and the source. Broker and estimator licences come from Texas only. It is not a list of all U.S. licensees: only these four states are covered; about 20 other states were checked and publish no usable roster (see limitations).
Data Preview
* The first 5 rows of the full list (real data).| entity_name | normalized_company | license_type | licensed_state | states_licensed_in_this_list | license_number |
|---|---|---|---|---|---|
| ABACUS SETTLEMENTS, LLC | ABACUS SETTLEMENTS | Life Stlmnt Provider | TX | CA; IA; NJ; TX | 1910911 |
| Abacus Settlements, LLC DBA Abacus Life | ABACUS SETTLEMENTS | Life Settlement Provider | CA | CA; IA; NJ; TX | L8461 (CA company code) |
| ABACUS SETTLEMENTS LLC | ABACUS SETTLEMENTS | Viatical Settlement Provider | IA | CA; IA; NJ; TX | |
| Abacus Settlements, LLC | ABACUS SETTLEMENTS | Viatical-Life Settlement Provider | NJ | CA; IA; NJ; TX | |
| ACCELERATED LIFE SOLUTIONS, LLC | ACCELERATED LIFE SOLUTIONS | Life Stlmnt Broker | TX | TX | 2029837 |
Showing 6 of 13 columns. All columns are listed below.
Full list: 124 rows · CSV · last verified Oct 12, 2026
* One-time payment via Stripe · Organization info only · No change-of-mind refunds (digital product)
Where the source data is published
All four sources are free: the Texas Department of Insurance dataset on the Texas Open Data Portal (https://data.texas.gov/dataset/Insurance-agencies-and-businesses-approved-to-mana/3yqc-fcdt), the New Jersey DOBI list (https://www.nj.gov/dobi/division_insurance/viatsettlelist.html), the Iowa Insurance Division dataset on the Iowa Data Hub (https://data.iowa.gov/catalog/dataset/672, CC BY 4.0) and the California Department of Insurance page (https://www.insurance.ca.gov/01-consumers/120-company/11-lifesttlmnt/ls-providers.cfm). ReqoData extracted and reformatted the entries; none of these regulators has reviewed or endorsed this product. Confirm a licence with the state regulator before relying on it.
Read the full noteAbout this list
- Rows
- 124
- Columns
- 13
- Format
- CSV (UTF-8, opens in Excel)
- Last verified
- Oct 12, 2026
Source data as of
Downloaded 2026-10-12. Dates stated by each source: Texas dataset rows updated 2026-10-10; New Jersey list 'As of 10/06/2026'; Iowa dataset data updated 2025-11-06; California page prints no date.
Last verified is the date we fetched the source data and confirmed it was the latest version the publishers had released.
What this list adds to the free source data
- Combined four separate regulator sources (a Texas open-data API, an Iowa open-data CSV, and New Jersey and California web pages) into one table with the same columns, one row per entity per state list.
- Added normalized_company and states_licensed_in_this_list so the same company can be matched across states (75 companies; 22 appear in two or more state lists), while entity_name keeps each regulator's spelling.
- Carried over the licence issue date where the source has it (103 of 124 rows) and the Texas licence number and expiry date.
- Included the 8 Texas life expectancy estimator company licences ('Life Stlmnt LE Estimator'), the firms whose life expectancy reports are used to price settlements.
- Kept business entities only. Texas individual licensees are in a separate dataset that was not used, Iowa's broker dataset (all individuals) was not used, and every kept row carries a legal-entity designator (LLC, Inc., Corp., LP, Ltd.) in the regulator's name.
- Left out 4 Texas broker licences whose expiration date had already passed on 2026-10-12.
- Left out the phone numbers, street addresses and emails the sources print; only city and state are included.
Limitations and what's not included
- Only four states are covered: Texas, California, Iowa and New Jersey. About 20 other state regulators were checked on 2026-10-12. Florida and North Carolina publish provider lists whose terms allow non-commercial use only; Kentucky has only a name lookup marked 'All rights reserved'; Pennsylvania's search is disallowed by robots.txt; Ohio, Virginia and Maryland rejected plain requests; Massachusetts no longer publishes a current roster; Utah, Colorado and Maine provide lists only on request; New York and the other states checked publish none. Companies licensed only in other states are not included, and states_licensed_in_this_list only covers the four states in this file.
- Broker licences (38 entities) and life expectancy estimator licences (8 entities) come from Texas only. In many states, life settlement brokers are licensed life insurance producers rather than holders of a separate entity licence, and no other state source used here lists brokers or estimators as entities.
- Status is as each list states it. Texas gives no status field (only an expiry date; lapsed licences were removed). The Iowa dataset's data was last updated 2025-11-06, so it may include providers that have since left or miss new ones. California prints no date.
- normalized_company matches names only after removing case, punctuation, legal suffixes and a leading 'The', and fixing the 'SETTLMENTS' misspelling. Names that differ in words are not merged even when they may be the same company (e.g. 'CCA SETTLEMENTS' in California and 'CCA LIFE SETTLEMENTS' in Iowa and New Jersey; 'COVENTRY FIRST' and 'COVENTRY FINANCIAL' are different licences). entity_name keeps each regulator's spelling.
- entity_city_state is the address city the regulator prints and can differ between states for the same company or contain the source's errors.
- Organization-level data only: no contact persons, phone numbers or emails. Some company names contain a person's name because that is the registered entity name (e.g. 'RICHARD C. KURIGER, III, INC.').
- Texas terms: only the Texas Open Data Portal dataset is used, and the portal's terms (free use, re-use and redistribution) are the ones that apply. Pages on TDI's own website (tdi.texas.gov), whose terms allow non-commercial use only, were not used as a source.
Where the source data is published
All four sources are free: the Texas Department of Insurance dataset on the Texas Open Data Portal (https://data.texas.gov/dataset/Insurance-agencies-and-businesses-approved-to-mana/3yqc-fcdt), the New Jersey DOBI list (https://www.nj.gov/dobi/division_insurance/viatsettlelist.html), the Iowa Insurance Division dataset on the Iowa Data Hub (https://data.iowa.gov/catalog/dataset/672, CC BY 4.0) and the California Department of Insurance page (https://www.insurance.ca.gov/01-consumers/120-company/11-lifesttlmnt/ls-providers.cfm). ReqoData extracted and reformatted the entries; none of these regulators has reviewed or endorsed this product. Confirm a licence with the state regulator before relying on it.
Organization info only. The list contains no personal contact details of individuals.
Columns in the CSV (13)
| Column | Description |
|---|---|
| entity_name | Business entity name exactly as the state regulator writes it (whitespace collapsed). The same company is written differently by different states (e.g. 'ABACUS SETTLEMENTS LLC' in Iowa, 'Abacus Settlements, LLC DBA Abacus Life' in California); names are not merged or corrected. |
| normalized_company | Company name normalized to match the same company across state lists: upper case, any 'DBA ...' part removed, punctuation removed, a leading 'THE' and legal suffixes (LLC, Inc., Corp., Corporation, LP, Ltd., Co.) removed, and obvious misspellings in the source fixed (only 'SETTLMENTS' -> 'SETTLEMENTS'). entity_name keeps each source's spelling. Names that differ in words are not merged (e.g. 'CCA SETTLEMENTS' in California and 'CCA LIFE SETTLEMENTS' in Iowa and New Jersey stay separate). |
| license_type | Licence type as the source writes it: Texas 'Life Stlmnt Provider', 'Life Stlmnt Broker' or 'Life Stlmnt LE Estimator' (life expectancy estimator, a company licensed to provide life expectancy estimates used in life settlements); New Jersey 'Viatical-Life Settlement Provider'; Iowa 'Viatical Settlement Provider'; California 'Life Settlement Provider' (taken from the list title where the list has no per-row type). |
| licensed_state | Two-letter code of the state whose regulator lists the licence (TX, CA, IA or NJ). One row per entity per state list. |
| states_licensed_in_this_list | Every state, among the four state lists in this file (TX, CA, IA, NJ), whose list contains a row with the same normalized_company, any licence type, separated by '; '. It does not show licences in states not covered by this file. |
| license_number | Texas: the TDI agency licence number. California: the CDI company code printed next to the name (written as e.g. 'L8461 (CA company code)'; it is the identifier CDI prints, not necessarily a licence certificate number). Empty for New Jersey and Iowa, whose lists print no number. |
| license_status | What the source says about status. New Jersey, Iowa and California publish lists of licensed providers, so the row says 'Licensed' with the list it comes from and that list's date. The Texas dataset has no status field: Texas rows say 'Not stated in source (expiration date not yet passed)', and Texas rows whose expiration date had passed on 2026-10-12 are left out. |
| license_issue_date | Date the licence was issued, as the source states it (YYYY-MM-DD): Texas 'license_issue_date', New Jersey 'Original License' date, Iowa 'issued' date. Empty for California, whose page prints no date. |
| license_expiry | Licence expiration date (YYYY-MM-DD) where the source states it: Texas rows only. Empty for the other states. |
| entity_city_state | City and state of the address the source prints for the entity (street address, ZIP and phone are not included). Written as in the source, so it can differ between states and can contain the source's own errors (for example Texas lists Life Equity LLC at 'Beaverton, OH'). Empty where the source gives no address (Iowa's row for The Settlement Group, Inc). |
| source_url | Where the row can be checked: for Texas, an API query on the Texas Open Data Portal that returns that licence number's record; for the other states, the regulator's list page or dataset page. |
| source_document | Name of the regulator list or dataset and the date the source states for it (Texas: dataset rows updated 2026-10-11; New Jersey: 'As of 10/06/2026'; Iowa: data updated 2025-11-06; California prints no date). |
| last_verified | Date the source was downloaded and the row was built from it (2026-10-12). |
Sources and licenses
- Texas Department of Insurance - 'Insurance agencies and businesses approved to manage insurance-related products' (Texas Open Data Portal dataset 3yqc-fcdt)Texas Open Data Portal. Only the open-data dataset is used, and the portal's terms are the ones that apply. The Texas Department of Information Resources' Texas Open Data Portal Resource Guide 2025 (published on the portal itself, https://data.texas.gov/d/eezu-z548, section 2.1 'What is Open Data?') defines the open data published there as information 'that can be freely used, reused, and redistributed by anyone'; this dataset's licence field is empty, i.e. no further licence restriction is set. The non-commercial clause on TDI's own website (https://www.tdi.texas.gov/commissioner/privacy.html) covers items on tdi.texas.gov, which are not used.
- New Jersey Department of Banking and Insurance - Viatical-Life Settlement Providers Licensed in New JerseyState of New Jersey legal statement (https://nj.gov/nj/legal.shtml): anyone may view, copy or distribute State information without obligation to the State unless otherwise stated
- Iowa Insurance Division - Licensed Viatical Settlement Providers in Iowa (Iowa Data Hub dataset 672)CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/), as stated on the dataset page. Attribution: Iowa Insurance Division via the Iowa Data Hub.
- California Department of Insurance - Licensed Life Settlement ProvidersCalifornia Department of Insurance privacy policy (https://www.insurance.ca.gov/privacy-policy/), 'Ownership' section: information and content found on the website, unless otherwise indicated, is considered in the public domain and may be distributed or copied as permitted by law. The life settlement providers page carries no other marking. Path allowed by robots.txt.
Last verified: Oct 12, 2026
Frequently Asked Questions
Q.Where does the data come from?
Mainly from the official registers and other public data listed on this page under “Sources and licenses”. For some lists, ReqoData added columns (such as website URLs) after checking each organization's own website; those sources are listed there too. Organization info only — no personal contact details.
Q.Is the full list available now?
Yes. After payment you get the CSV (124 rows, last verified Oct 12, 2026) on a download page right away.
Q.What does it cost?
$149, a one-time card payment through Stripe. There is no subscription. As a digital product, it can't be returned for change of mind; if the file has a material error, report it from the download page and we'll provide a corrected file or a refund.
Q.Is the list updated after purchase?
No. The CSV reflects the sources as of Downloaded 2026-10-12. Dates stated by each source: Texas dataset rows updated 2026-10-10; New Jersey list 'As of 10/06/2026'; Iowa dataset data updated 2025-11-06; California page prints no date.; on Oct 12, 2026 (last verified) we confirmed these were the latest versions published. It isn't updated automatically, and there is no API. If you download it again later, you get the version of this list we provide at that time.
Q.What format is it delivered in?
CSV (opens in Excel or Google Sheets). There is no API.