- WHO WE ARE
Meet the Welcome Funds Team
JOHN WELCOM | FOUNDER & CEO
John Welcom is one of the most experienced life settlement brokers in the United States, working exclusively in the secondary market since 1993. Mr. Welcom founded Welcome Funds Inc. in January 2000 to educate life insurance consumers on the life settlement option. Welcome Funds has since grown into one of the largest and most active nationally licensed life settlement brokerages in the industry. Welcome Funds provides professional representation to life settlement consumers & their advisors, as well as institutional portfolio owners, and negotiates directly with every major life settlement provider in the secondary market in an effort to secure the highest sales value. Since 2000, the firm has traded more than $2.5 Billion in face value and provided over $400 Million in settlement proceeds to clients.
Mr. Welcom is also the Founder & CEO of Welcome Life Financial Group, LLC, a family of companies that provides industry-leading solutions to all participants in the life settlement lifecycle, from producers & brokers to providers & institutional investors. The firm's subsidiaries include:
- Welcome Life Securities, LLC - the 1st U.S broker-dealer to specialize in life settlement securities services including variable life settlement broker services, institutional trading, and other life settlement securities related services;
- PolicyTrac Technologies, LLC (www.policytrac.com) - a web-based life settlement business management & market data technology;
- Life Markets Compliance, LLC - a life settlement compliance company that provides back office regulatory and licensing support for life settlement brokers, life insurance agencies, and broker-dealers.
Mr. Welcom graduated in 1993 with a Bachelor's of Business Administration in Economics from the University of Miami. John is also a licensed life agent and life settlement broker throughout the U.S. and holds the Series 6, 26, 63 & 99 Securities Registrations.
DANIEL OHMAN | VICE PRESIDENT & COO
Daniel Ohman is one of the most experienced executives in the Life Settlement Industry. Mr. Ohman has been in his current roles with Welcome Funds since 2000. He provides the backbone and structure for the company and has become one of the most respected industry experts in the fundamentals of the life settlement process. Dan's foresight and thoroughness in the analysis, review and closing processes has allowed Welcome Funds to become one of the industry's top life settlement brokerage firms. Leveraging his expertise on the process, Mr. Ohman's duties include the creation and maintenance of Life Settlement Provider relationships and oversight of the underwriting, negotiation and closing departments.
Dan also serves as VP and Chief Compliance Officer of Welcome Life Securities, bringing his experience from fixed life settlement transactions to those on variable life insurance policies. Dan is currently holds the series 6, 7, 26, 63 and 79 licenses and is a licensed life producer in all 50 states.
Prior to his work with the Welcome Family of Companies, Mr. Ohman served as a business analyst and operations manager at the Walt Disney World Company in Orlando, FL after graduating from the MBA program at the University of Miami (FL) with a concentration in Finance and Strategic Management. In 1995, Mr. Ohman was a registered representative with Olde Discount Corporation in West Palm Beach, FL. He also received his undergraduate degree from the University of Miami in business management.