Meet Your Partner
Paul W. Bowen
President, Amrita Financial — The Advisor’s Life Settlement Partner
For over 25 years, Paul has helped financial advisors unlock hidden policy value for their clients — without adding complexity to their practice. Nationally licensed, nationally recognized, and deeply committed to the advisor relationship.
At a Glance
A Career Built on Trust
Paul W. Bowen didn’t stumble into life settlements — he chose them. After graduating from the University of Florida with a degree in Communications, Paul recognized that most Americans were sitting on an asset they didn’t know they had: their life insurance policy. His mission became connecting that hidden value to the people who needed it most, through the financial advisors who served them.
Over the course of his career, Paul has personally overseen hundreds of millions in policy face value — working quietly behind the scenes so that advisors can take full credit for delivering a transformative outcome to their clients. He understands that advisors are busy and that trust is earned slowly. That’s why Amrita Financial is built around a simple promise: you do the identifying, we do everything else.
Paul is nationally licensed and maintains active relationships with the country’s top institutional buyers — ensuring that every case receives competitive, independent offers from multiple sources. His negotiation process is built to maximize the client’s payout, not to favor any single buyer.
Paul has also been a dedicated member of Strategic Coach for seven years — the world’s leading entrepreneurial coaching program. That investment in his own growth is reflected in how he builds his practice: systematically, intentionally, and always oriented toward delivering greater value to the advisors who rely on him.
Beyond transactions, Paul is a recognized industry educator. He has spoken at some of the most prestigious financial and legal conferences in the country, explaining life settlements to estate attorneys, CPAs, and senior advisors in plain language that drives referrals and builds confidence.
“My job is to make you look like a hero to your client. You bring the relationship. I bring the result.”
— Paul W. Bowen, President
Background
Where Discipline Begins
Paul played wide receiver for the Florida Gators during one of the most celebrated eras in UF football history. A Blue Chip recruit in 1991, he competed alongside teammates who would go on to NFL careers and won three SEC Championships. The lessons from that era — compete hard, prepare harder, and never let your teammates down — are the same values he brings to every advisor relationship he manages.
That background isn’t just a fun fact. It’s why advisors who work with Paul find him to be someone who shows up, follows through, and delivers — every single time.
Career Timeline
The Journey
Blue Chip Award
Earned the prestigious Blue Chip Award as a standout receiver at the University of Florida — a recognition reserved for top collegiate prospects.
3× SEC Champion, UF Gators
Competed as a wide receiver for the Florida Gators during three Southeastern Conference Championship seasons, learning the discipline and team-first mindset that defines his business philosophy today.
B.S. Communications, University of Florida
Graduated from UF with a Bachelor of Science in Communications, building the foundation for a career built on clear, advisor-focused education and trust.
Enters Life Settlement Industry
Recognized the transformative value of life settlements for policyholders and their advisors. Obtained national licensing and began building relationships with the country"s leading institutional buyers.
National Speaking Circuit
Invited to speak at AALU Annual Meetings, Notre Dame Tax Conference, the Florida Bar, Trusts & Estates Magazine, Society of FSP National Convention, International Forum (Forum 400), and more.
President, Amrita Financial
25+ years of closed transactions. Hundreds of millions in policy face value placed. Trusted by financial advisors, estate attorneys, and CPAs across the country.
Industry Recognition
A Voice Trusted by the Profession
Paul is regularly invited to speak at the country’s most prestigious financial, legal, and estate planning conferences. His presentations are practical, advisor- focused, and free of jargon — which is exactly why he keeps getting invited back.
If your organization is looking for a credible, compelling speaker on life settlements, secondary market valuation, or life insurance as an estate planning tool, Paul brings both the credentials and the ability to make complex topics accessible.
Speaking Engagements
- ✓International Forum (Forum 400)
- ✓AALU Annual Meetings
- ✓Notre Dame Tax Conference
- ✓Florida Bar — Attorney Trust Officer Liaison Conference
- ✓Trusts & Estates Magazine National Webinar
- ✓Trusts & Estates Magazine Wealth Management Conference
- ✓Society of FSP National Convention
- ✓Cannon Financial — Webinar Series
- ✓Cannon Financial — Trust School
- ✓World Critical Illness Insurance Conference (Victoria, BC)
- ✓Certified Senior Advisor Training
- ✓Florida Bar — Real Property, Probate and Trust Law (RPPTL) Section
- ✓Hawaii Tax Institute Conference
- ✓Notre Dame Tax and Estate Planning Institute
- ✓Southern Federal Tax Institute
Professional Philosophy
The Advisor Comes First
Transparency Over Everything
Paul believes advisors deserve to understand exactly how life settlements work — the valuation process, the buyer market, the timeline, and the risks. He doesn't create black boxes. He creates educated partners.
The Advisor Relationship Is Sacred
Amrita Financial never markets directly to your clients. Never. Paul's business model is built entirely on the advisor channel, and he treats every referral relationship as a long-term partnership to be protected.
Best Outcome, Not Easiest Close
Every case is shopped to multiple institutional buyers. Paul negotiates on behalf of the client, not the buyer. That means turning down quick offers when better offers can be obtained — even when it takes longer.
Simplicity for the Advisor
The advisor's job is to identify the opportunity. Everything else — underwriting, buyer outreach, negotiation, compliance, closing documentation — is handled by Amrita Financial. Zero burden. Full credit.
Ready to Work Together?
Get in touch to discuss a case, schedule a call, or learn how Amrita Financial serves advisors, estate attorneys, and CPAs across the country.