Sundance Strategies, Inc.
Close on Oct 19, 2026
- Market cap
- $8.87M
- P/E (TTM)
- –
- Dividend yield
- –
About Sundance Strategies
Insurance Agents, Brokers & Service, SIC 6411
Sundance Strategies, Inc. operates in the life settlements and structured finance sectors. The company provides professional structuring and advisory services to bond issuers, bond investors, specialty structured finance groups, and life settlement aggregators. In its advisory capacity, it assists clients with selecting life insurance policy portfolios and applies financial analytics to design bond offerings, including rated and principal-protected instruments. Historically, the firm acquired contractual rights to net insurance benefits, which represent indirect residual interests in portfolios of life settlement policies. Its clients consist primarily of institutional participants, financing groups, and aggregators within the secondary life insurance marketplace.
The company conducts its operations in the United States and maintains its corporate headquarters in Provo, Utah. It focuses on arrangements involving domestic universal life insurance policies. As of March 2026, the company operates with a single full-time employee, who serves as its president, and relies on external consultants and specialized service providers to support its business operations.
Summary of the business section of Sundance Strategies's latest annual report, written by StockData.
Company profile
Company
- Legal name
- Sundance Strategies, Inc.
- Founded
- 2001
- Headquarters
- Provo, UT
- Address
- 4626 North 300 West, Suite 365 84604
- Phone
- (801) 705-8968
- Website
- sundancestrategies.com
- Employees
- 400, Mar 31, 2026
- Industry
- Insurance Agents, Brokers & Service
- Incorporated in
- Nevada
- Fiscal year ends
- March 31
- Auditor
- Sadler, Gibb & Associates, LLC, Draper, UT
Stock & identifiers
- Ticker
- SUND
- Exchange
- OTC
- Shares outstanding
- 43M, Aug 13, 2026
- Public float
- $6.73M, Sep 30, 2025
- Filer category
- Non-accelerated filer<br>Smaller reporting company<br>Emerging growth company
- Stock splits
- 1-for-3 reverse, Nov 27, 2012
- SEC CIK
- 1171838
- EIN
- 88-0515333
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
No recent ownership filings by officers or directors
Sundance Strategies's leadership is listed in its proxy statement (Form DEF 14A).
Employees
Headcount reported in annual reports
“Video II had over 400 employees”
Corporate history
Events identified from SEC filings