Connecting Capital with Opportunity
IRAA facilitates access to potential life settlement acquisition opportunities by connecting investors with a network of brokers and industry participants, helping identify policies aligned with their acquisition objectives.
A consultant and intermediary in the secondary market.
Indian River Alternative Assets, LLC also works with investors and institutional purchasers interested in identifying life insurance policies as potential alternative-asset acquisitions. IRAA acts as an intermediary and consultant — helping investors define their acquisition criteria and connecting them with potential opportunities sourced through a network of brokers and other appropriate market participants.
Rather than limiting investors to a single source, IRAA works across multiple relationships in the marketplace to help identify opportunities that may align with an investor's stated objectives. The scope of each engagement, and any associated compensation arrangement, is governed by a written agreement between IRAA and the investor, subject to applicable law and licensing requirements.
What our investor-side services are — and are not.
IRAA's role is that of an intermediary and consultant. The following distinctions are a deliberate and important part of how we work with investors.
- No guarantee of outcome
- IRAA does not guarantee investment performance, returns, policy availability, or the success of any acquisition. Opportunities, eligibility, and market conditions vary case by case.
- Investor-side services under continued legal review
- The structure, compensation, and permissible scope of IRAA's investor-side consulting and sourcing activities — including any potential implications under Florida and federal securities law — are under review by qualified Florida regulatory counsel. This page will be updated as that review is completed.
How IRAA supports an investor's sourcing process.
Investor Consultation
Understanding your acquisition objectives, investment preferences, purchasing criteria, and desired policy characteristics.
Policy Sourcing
Working with multiple brokers and appropriate industry participants to identify potential policy acquisition opportunities.
Opportunity Identification
Helping identify policies that may align with your specified acquisition criteria.
Transaction Coordination
Facilitating communication between investors, brokers, providers, and other relevant transaction participants.
Documentation Coordination
Assisting with the collection and organization of available policy information and documentation through authorized channels.
Ongoing Communication
Helping investors navigate the sourcing and transaction process with clear, professional communication.
A structured path, start to finish.
- 01
Investor Consultation
Understanding your objectives and acquisition criteria.
- 02
Acquisition Criteria
Defining the policy characteristics and parameters relevant to your strategy.
- 03
Policy Sourcing
Identifying potential opportunities through our network of brokers and market participants.
- 04
Opportunity Review
Presenting sourced opportunities for your review against your stated criteria.
- 05
Transaction Coordination
Coordinating communication and next steps with the relevant parties.
A sourcing partner built around your criteria.
Broader market access
Sourcing through a network of brokers and industry participants, rather than a single source.
Defined acquisition criteria
Opportunities are reviewed against the criteria you specify, not generic offerings.
Transparent coordination
Clear communication among investors, brokers, and providers throughout the process.
Professional discretion
Careful, confidential handling of acquisition criteria and transaction information.
“Sophisticated sourcing. Transparent coordination.” Indian River Alternative Assets, LLC
- Clear, upfront discussion of the scope and terms of each engagement.
- Careful, confidential handling of acquisition criteria and participant information.
- Honest communication about whether a sourced opportunity aligns with your stated criteria.
- Coordination with appropriately licensed brokers, providers, and independent parties throughout.
Discuss Your Acquisition Criteria
Tell us about your acquisition objectives, and we'll follow up to discuss how IRAA's sourcing process can help.