Flying Bee

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.

Pension & 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.