Clay joins Treyled Life Settlements from Vida Capital and Magna Life Settlements, where he has over ten years of comprehensive life settlement experience and has built up a vast amount of knowledge in the longevity and mortality marketplace, evaluating, pricing and analyzing insurance-linked securities risk. As Managing Director, Clay was instrumental in building Vida Capital into the largest vertically integrated platform in the life settlement space. At its height in 2020, Vida Capital had over $6 billion in assets under management across the different closed-end and open-end funds. As Senior Vice President of Magna Life Settlements, a life settlement provider wholly owned by Vida Capital, Clay was dedicated to growing the origination platform and educating consumers and advisors about life settlements. During Clay's time at Magna, the provider experienced over 180% year-over-year growth in the direct channels and has been in the top three secondary market purchasers over the last three years. Before joining Vida Capital and Magna, Clay was the Portfolio Manager for Rust Group and Life Assets Trust S.A., where he facilitated the acquisition, warehousing and sales for a $725 million life settlement portfolio. Prior to working in life settlements, Clay became the Senior Analyst for Osage Energy Fund, L.P., a hedge fund focused on investing in energy-related master limited partnerships (MLP) and Canadian trusts (C.T.). Clay graduated from Baylor University with a BBA in Business Entrepreneurship and Corporate Communications and earned an MBA in Entrepreneurship from Acton School of Business.
Clay joins Treyled Life Settlements from Vida Capital and Magna Life Settlements, where he has over ten years of comprehensive life settlement experience and has built up a vast amount of knowledge in the longevity and mortality marketplace, evaluating, pricing and analyzing insurance-linked securities risk. As Managing Director, Clay was instrumental in building Vida Capital into the largest vertically integrated platform in the life settlement space. At its height in 2020, Vida Capital had over $6 billion in assets under management across the different closed-end and open-end funds. As Senior Vice President of Magna Life Settlements, a life settlement provider wholly owned by Vida Capital, Clay was dedicated to growing the origination platform and educating consumers and advisors about life settlements. During Clay's time at Magna, the provider experienced over 180% year-over-year growth in the direct channels and has been in the top three secondary market purchasers over the last three years. Before joining Vida Capital and Magna, Clay was the Portfolio Manager for Rust Group and Life Assets Trust S.A., where he facilitated the acquisition, warehousing and sales for a $725 million life settlement portfolio. Prior to working in life settlements, Clay became the Senior Analyst for Osage Energy Fund, L.P., a hedge fund focused on investing in energy-related master limited partnerships (MLP) and Canadian trusts (C.T.). Clay graduated from Baylor University with a BBA in Business Entrepreneurship and Corporate Communications and earned an MBA in Entrepreneurship from Acton School of Business.
Larry brings to the Treyled Life Settlements team over 40 years of experience in the insurance industry, specializing in the employee benefits and life insurance markets. Presently, Larry is the CEO of Treyled Insurance, working with Daniel Zeplain, another Treyled Life Settlements management team member. Prior to joining Treyled Insurance, Larry was the Regional CEO of Employee Benefits for USI Southwest, the 3rd largest privately held insurance brokerage firm in the United States, and before that held the position of CEO of Plumhoff & Associates, Inc., a regional employee benefits firm providing health and welfare planning, as well as executive benefits to over 100 companies, both public and private. Larry has provided consulting services to multiple companies, including HCC Insurance Holdings (NYSE HCC). This company acquired The Kachler Corporation in 1998, of which Larry was Founder, Chairman, President and majority shareholder. Larry was responsible for growing the Kachler Corporation organically and integrating multiple acquisitions into the firm. Larry started in the insurance industry with New York Life Insurance Company as an agent. He achieved numerous industry awards and recognitions, including Agent of the Year Emeritus, Council Vice President and Council President. Larry was also a founding shareholder and initial Board Member of NYLARC Holding Company and New York Life Agents Reinsurance Company, in addition to being a Charter Stockholder of Partners Marketing Group.
Larry brings to the Treyled Life Settlements team over 40 years of experience in the insurance industry, specializing in the employee benefits and life insurance markets. Presently, Larry is the CEO of Treyled Insurance, working with Daniel Zeplain, another Treyled Life Settlements management team member. Prior to joining Treyled Insurance, Larry was the Regional CEO of Employee Benefits for USI Southwest, the 3rd largest privately held insurance brokerage firm in the United States, and before that held the position of CEO of Plumhoff & Associates, Inc., a regional employee benefits firm providing health and welfare planning, as well as executive benefits to over 100 companies, both public and private. Larry has provided consulting services to multiple companies, including HCC Insurance Holdings (NYSE HCC). This company acquired The Kachler Corporation in 1998, of which Larry was Founder, Chairman, President and majority shareholder. Larry was responsible for growing the Kachler Corporation organically and integrating multiple acquisitions into the firm. Larry started in the insurance industry with New York Life Insurance Company as an agent. He achieved numerous industry awards and recognitions, including Agent of the Year Emeritus, Council Vice President and Council President. Larry was also a founding shareholder and initial Board Member of NYLARC Holding Company and New York Life Agents Reinsurance Company, in addition to being a Charter Stockholder of Partners Marketing Group.
Tama brings over 20 years of experience as a trusts and estates attorney to Treyled Life Settlements where she focuses on institutional client development and professional advisor education and outreach. Tama's legal tax practice includes both the domestic and international aspects of estate planning and family wealth transfer and tax-exempt organizations. Tama began her legal career with Vinson & Elkins in the Probate, Trusts & Estates Group of the Tax Section. After ten years at Vinson & Elkins, Tama continued her legal practice with Klosek Howes LLP and formed Klosek & Associates PLLC in June 2013. Tama has developed extensive experience in income, nonprofit (including private foundations), estate, gift, trust and generation-skipping transfer taxation and marital property planning. Tama regularly uses life insurance strategies in her estate planning practice which focuses on advising high net worth and ultra high net worth clients. Tama is a graduate of Harvard Law School and earned her undergraduate degree in Economics with honors from Columbia University. Tama is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and has been widely recognized in Houston and in the State of Texas by her peers and her clients, as an outstanding attorney in her field. Tama has received a Chambers Ranking for High Net Worth—Private Wealth Law in Texas. Tama has many local and regional professional affiliations and has presented seminars and continuing legal education on a range of topics related to her area of expertise, including life settlements, to numerous groups in Houston, Texas and nationally.
Tama brings over 20 years of experience as a trusts and estates attorney to Treyled Life Settlements where she focuses on institutional client development and professional advisor education and outreach. Tama's legal tax practice includes both the domestic and international aspects of estate planning and family wealth transfer and tax-exempt organizations. Tama began her legal career with Vinson & Elkins in the Probate, Trusts & Estates Group of the Tax Section. After ten years at Vinson & Elkins, Tama continued her legal practice with Klosek Howes LLP and formed Klosek & Associates PLLC in June 2013. Tama has developed extensive experience in income, nonprofit (including private foundations), estate, gift, trust and generation-skipping transfer taxation and marital property planning. Tama regularly uses life insurance strategies in her estate planning practice which focuses on advising high net worth and ultra high net worth clients. Tama is a graduate of Harvard Law School and earned her undergraduate degree in Economics with honors from Columbia University. Tama is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and has been widely recognized in Houston and in the State of Texas by her peers and her clients, as an outstanding attorney in her field. Tama has received a Chambers Ranking for High Net Worth—Private Wealth Law in Texas. Tama has many local and regional professional affiliations and has presented seminars and continuing legal education on a range of topics related to her area of expertise, including life settlements, to numerous groups in Houston, Texas and nationally.
Daniel Zeplain brings to Treyled Life Settlements many years of experience focusing on estate planning services and asset protection for his clients. Daniel started in the insurance industry following the sudden passing of his father, Alan Zeplain, who founded Treyled Insurance in 1994. At age 23, Daniel was the youngest principal of a Brokerage General Agency (BGA) in the United States. Presently, Daniel is the President of Treyled Insurance, working with Larry Kachler, another Treyled Life Settlements management team member. Daniel was recognized as one of the youngest members to ever qualify and join the Million Dollar Round Table and has continued to qualify for Top of the Table honors since. Daniel is also a member of the Forum 400, an elite organization comprised of leaders in production and innovation in financial and life insurance services. Membership is restricted to 400 professionals nationwide; however, there are currently only 280 advisors who meet the rigorous qualifying standards, which consists of the top life insurance professionals in the industry. Treyled Insurance primarily works with wealth managers, benefits and property and casualty insurance firms, private equity groups and financial institutions. Treyled Insurance focuses on turnkey, white-glove solutions for advisors ranging from point-of-sale assistance to advanced case design. Daniel attended the University of Georgia, where he graduated with a BBA from the Terry College of Business in 2007.
Daniel Zeplain brings to Treyled Life Settlements many years of experience focusing on estate planning services and asset protection for his clients. Daniel started in the insurance industry following the sudden passing of his father, Alan Zeplain, who founded Treyled Insurance in 1994. At age 23, Daniel was the youngest principal of a Brokerage General Agency (BGA) in the United States. Presently, Daniel is the President of Treyled Insurance, working with Larry Kachler, another Treyled Life Settlements management team member. Daniel was recognized as one of the youngest members to ever qualify and join the Million Dollar Round Table and has continued to qualify for Top of the Table honors since. Daniel is also a member of the Forum 400, an elite organization comprised of leaders in production and innovation in financial and life insurance services. Membership is restricted to 400 professionals nationwide; however, there are currently only 280 advisors who meet the rigorous qualifying standards, which consists of the top life insurance professionals in the industry. Treyled Insurance primarily works with wealth managers, benefits and property and casualty insurance firms, private equity groups and financial institutions. Treyled Insurance focuses on turnkey, white-glove solutions for advisors ranging from point-of-sale assistance to advanced case design. Daniel attended the University of Georgia, where he graduated with a BBA from the Terry College of Business in 2007.
