A Trusted Intermediary in the Life Settlement Marketplace
Indian River Alternative Assets, LLC facilitates connections between policyholders, investors, brokers, and licensed providers — guided by transparency, professionalism, and a clear understanding of each client's objectives.
Built on relationships and clear communication.
Indian River Alternative Assets, LLC is a Florida-based company operating in the life settlement marketplace, based in Vero Beach, Florida. IRAA facilitates connections between policyholders exploring the value of an existing life insurance policy, investors pursuing acquisition opportunities, and the licensed brokers and providers who carry out each transaction.
We approach every engagement the same way: by first understanding what our client — whether a policyholder or an investor — is trying to accomplish, then organizing the information, relationships, and communication a transaction requires to get there. The scope of each engagement, and IRAA's role within it, is defined by a written agreement and governed by applicable law.
IRAA does not purchase policies, take ownership of them, fund their purchase, or manage investor funds. Those responsibilities belong to the licensed providers, insurers, and independent parties involved in each transaction — IRAA's role is to facilitate, coordinate, and communicate.
The principles behind how we work.
Professional relationships
Built and maintained with brokers, providers, and other market participants across the marketplace.
Market access
Facilitating access to opportunities and participants beyond any single source.
Clear communication
Plain, direct updates at every stage of an engagement.
Transaction coordination
Managing the moving parts of a transaction so our clients don't have to.
Transparency
Honest assessments, even when the answer is that an opportunity isn't a fit.
Client-focused service
Every engagement begins with understanding what our client is trying to achieve.
The team behind IRAA.
Dalton Roberts
Christopher Walker
“Professionalism and transparency, in every conversation.”Indian River Alternative Assets, LLC
- Plain, direct explanations of how the life settlement process works and what to expect at each stage.
- Careful handling of policy information and personal documentation throughout the review.
- Honest communication about whether an opportunity appears to be a fit for a client's objectives.
- Coordination with appropriately licensed providers and independent parties at every stage of a transaction.