Chris Orestis, CSA

Chris Orestis is an author, speaker, and the President of Retirement Genius. Chris was named one of the twenty most innovative people in the life insurance industry by the National Association of Independent Life Brokerage Agencies (NAILBA). With 25 years in the insurance and long-term care industries, Chris has earned a reputation for his passion and strong results. Beyond his expansive work in the retirement industry, Chris’s resume boasts meaningful experience in politics, publishing, and the media. A former lobbyist working with both the White House and the Senate Majority Leader, Chris’s insider roots help set his practice apart from the competition.

In 2007, Chris created Life Care Funding, focusing on the use of life settlements as a dedicated vehicle for seniors to pay for Long-Term Care through the creation of a Long-Term Care Benefit Account. In 2017, the company merged with GWG to create LifeCare Xchange, the first Life Settlement Marketing Organization. In 2020, Chris launched Retirement Genius.

Chris Orestis

Retirement Genius

Branded a “Retirement Genius” in the media, Chris embraces this title and its responsibilities. His practice is done not only with the touch of an expert, but his approach is also deeply personal. Approaching retirement himself, Chris walks the walk. Chris does not give advice he would not take. He appreciates the intricacies of the cold, hard facts of things like Long-Term Care, Social Security, and Medicare Open Enrollment or saving enough to live the life you deserve in retirement, but he also understands the real-world, daily needs of a well-balanced life.

Help on the way book cover A Survival Guide to Aging book cover

In addition to his laurels in the insurance and long-term care industries, Chris is a keynote speaker and author. His books, Help on the WayA Survival Guide to Aging, and Retire Like a Genius distill the core values he has honed over the course of his career. His presentations run the gamut from senior finance to physical health to aging with dignity. Drawn to his message and expertise, Chris has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger’s, Investor’s Business Daily, AARP, PBS, and numerous other media outlets, is a frequent columnist for NewsMax Finance, Broker World, ThinkAdvisor,  Advisorpedia, and has been a guest expert on over 50 radio programs and TV appearances.