Paul A. Sartin

Chief Executive Officer

Paul A. Sartin is a Dallas native, and attorney who has long specialized in financial and retirement planning in his practice. Paul attended St. Mark’s School of Texas for high school locally. Upon graduation, he attended The University of Texas at Austin (graduating with B.A. – Plan II Honors). He furthered his education at Southern Methodist University – Dedman School of Law (J.D.) and following his parents, Peter A. T. Sartin and Linda D. Sartin, into the practice of law.

Paul utilizes his experience as a former practicing corporate and probate, trusts and estates attorney, as well as his experience in the insurance and brokerage areas, to assist his clients within the financial planning and retirement fields.

In Exemplify Financial Services, LLC, Paul has specifically put together a team with experience in all aspects of the life settlement and viatical business, including policy procurement, contract negotiations, underwriting, life expectance analysis, the bidding process, pricing, and case submission. In addition, Paul has acquired a large network of business and legal professionals upon which he continues to build within the Dallas-Fort Worth metroplex and all across Texas in order to achieve Exemplify’s clients’ wealth management goals.

Paul is a current member of the State Bar of Texas, the Texas Association of Business Brokers, the Probate, Trusts and Estates section of the Dallas Bar Association, and Texas Exes Lifetime Member.

Company Overview

Exemplify Financial Services, LLC is a financial, retirement, and estate planning firm. We are a life settlement broker focused on helping our clients generate cash from life insurance policies that they no longer need and would otherwise simply lapse. We also do extensive fund management wherein our clients are provided with the opportunity to invest in life insurance settlements by acquiring fractional interests in one or more funds managed and held in trust.

What Makes Us Different

The excellent and comprehensive service that we offer stand to be paralleled. For every client that we have, we go the extra mile.

  • Financial
    Planning

  • Life
    Settlements

  • Investments
    and Trusts

  • Last Will
    and Testaments

  • Retirement
    Planning

Company’s Values and Philosophy

At Exemplify Financial Services, LLC, we value excellent and comprehensive service. You can be sure that we will do whatever it takes to provide the best solution to your needs, and thus make your retirement season as enjoyable and as worry-free as possible.

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