LIFE SETTLEMENTS: An underwritten life settlement for primarily Universal Life and Convertible Term policies. The policy’s settlement value is based on the age and prevailing health conditions of the insured, with a target age range between 70-95, and predicted life expectancy of 10 years or less. Underwriting includes review of a policy illustration, phone interview, and review of medical records.
PENSIONS & RETIREMENT PLANS: 401(k), 403(b), Deferred Comp, Defined Benefit, SEP’s. Design and third-party administration available for C-corps, S-corps, LLCs, Partnerships and Individuals.
PROFESSIONAL MONEY MANAGEMENT: Multiple strategic portfolios available through B. Riley Wealth Management and managed exclusively by Nationally Renowned Money Manager, Paul Dietrich. Securities license not required.
FEE-BASED PLANNING: Planning services available through Evolution Financial Group. Fees based on services provided.