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When you choose Lifetime Financial to recover assets that have been lost, we handle the entire process and manage all the details. After receiving your authorization, we collect all the necessary information and documentation to contact, fill out the required forms and present the claim to the appropriate custodian(s).
As seen on:
What We Do
01
Our proprietary and initial step is to identify and locate the asset that has been lost or forgotten. This requires research and investigation to determine the current status of the asset and its location.
Identify The Asset
02
Once the asset has been identified and located, our next step is to schedule a Notary public from our nationwide network to notarize and collect all necessary documentation, such as proof of ownership or entitlement to the asset, and any relevant legal documents; All at no expense to our client.
Notary & Docs
03
After gathering all required documentation, we prepare and submit our notarized claim package to the entity with the appropriate custodian or institution responsible for holding and distributing the asset.
We file a claim
04
At this point in the process, it is imperative to leverage our network of attorneys to fight for our claim to be assessed and processed as quickly as possible. The entities that hold these funds oftentimes lack the incentive to distribute accounts to their rightful owners, which makes it key for our attorneys to be assertive and enforce our claim in order to reach a resolution.
Leverage Our Network Of Attorneys
05
When the claim is approved, the entirety of the asset will be returned to the rightful owner or beneficiary.
Receive the funds
Sectors
Our Focus Areas
We bring our expertise to multiple areas, with our proprietary database,
01
Individuals & Estate Heirs
Our research team is compiled of experienced professionals such as: Private Investigators, Skip Tracers and other trained professionals related to the field of discovering and recovering unclaimed or lost assets.
02
Corporations & Businesses
At Lifetime Financial, we've made significant investments in developing our proprietary technology to help us locate and recover unclaimed or lost assets belonging to companies of all sizes and types. For years, we've been focused on helping businesses, from Fortune 500 companies to small enterprises, across America to reclaim their missing assets.
OFFICE LOCATION
2590 Welton Street Ste. 200,
Denver, CO, 80205
Our Amazing Team.
Lifetime Financial was established by business partners, Sam Mouloudi and Benjamin Chiudina, with the aim of transforming lives by helping Americans recover unclaimed cash and benefits, amounting to a staggering $71 billion held by states, federal agencies, and other organizations. The discovery of this unclaimed money presented a unique opportunity to make a meaningful difference in people's lives. Our goal is to assist as many individuals as possible by recovering lost or forgotten assets, and we are committed to this pursuit every day.
President & Founder
Sam Mouloudi
Sam Mouloudi is the Co-founder and president of Lifetime Financial.
Sam has a strong foundation in financial planning, solar, and marketing. Sam's most recent corporate venture, was working at angi as a corporate account specialist which provided him with the opportunity to refine his skills.
File Resolution Department Supervisor
Ximena Avelar
Ximena Avelar is the File Resolution Department Supervisor at Lifetime Financial, bringing expertise in personalized nutrition and executive management. Her leadership ensures efficient handling of client files with a focus on data security and client satisfaction, contributing to the company's operational success.
Acquisitions Manager
Keith Brill
Keith Brill, originally from New York City, brings a strong background in finance and funding to his role as Acquisition Manager at Lifetime Financial. Previously, he gained valuable experience in construction sales at Renewal by Andersen. Keith holds a degree in Business Administration and Management from Ithaca College, underscoring his expertise in both business operations and financial strategy.
Asset Recovery Specialist
Timothy Mouloudi
Timothy Mouloudi is a past experienced professional in insurance, focusing on claims and home assessments. With a strong track record, he excels in efficiently processing claims while ensuring compliance and client satisfaction.
Assistant File resolution specialist
Aya Sherbiny
Aya Shribiny is currently a dedicated student at the university, working as a file resolution specialist part time. She's known for her strong work ethic and commitment. Her determination and dedication make her a valued member of our team.
Acquisitions Manager
Susan Pelaez
Susan Pelaez, with a background in the tourism industry, currently serves as an Acquisitions Manager. Her passion for helping people shines through in her role, making her an exceptional team member to collaborate with.
File Resolutions Manager
Jose Benavides
Jose Benavides, an attorney from Mexico City specializing in collections and asset recovery laws, has been instrumental in helping our clients recover millions of dollars. His profound knowledge and expertise in this field have made a significant impact, ensuring successful recoveries for our clients.
File Resolution Manager
Eric Vergara
Eric Vergara, a graduate of business school, brings a wealth of experience as a financial analyst from esteemed companies like Coca-Cola to Lifetime Financial. Known for his energy and commitment, Eric channels his expertise to deliver exceptional service for our clients.
Acquisitions Manager
Sebastian Cortes
Sebastian Cortes, originally from Atlanta, GA, brings 6 years of experience from a real estate investment firm to his role at Lifetime Financial. With dedication and tenacity, Sebastian works tirelessly every day to connect our clients with their lost funds, ensuring their funds are recovered.
Accounting And Finance Manager
Cherry Mendoza
Cherry Mendoza, our talented accountant at Lifetime Financial, brings 5 years of dedicated experience in accounting to her role. Known for her strong work ethic and problem-solving skills, Cherry diligently serves our clients, addressing their questions and adeptly overcoming any challenges that come her way.
Acquisitions Manager
Victor Munoz
Victor Muñoz, originally an English teacher who transitioned into the industry, has become a valuable addition to our team at Lifetime Financial. With 8 years of experience in logistics and freight services, including his role as a freight coordinator, Victor brings valuable expertise and a strong work ethic to our organization.
File Resolutions Manager
Gladys Michelle
Gladys Michelle collaborates closely with state auditors and utilizes the expertise of attorneys within our network to diligently recover our clients' funds from the state. She is dedicated to guiding our clients through the process, addressing any queries they may have along the way.