ADVOCACY WEALTH MANAGEMENT

Class [036]
Insurance & Financial Services

Financial consultation, namely, designing financial, fiduciary administration, and wealth management solutions for settlements of legal claims that work in concert with structured annuities; financial, fiduciary administration, and insurance consulting services for attorneys, litigants, and financial professionals in designing settlements of legal claims; financial services, namely, providing financial, fiduciary administration, and healthcare and life insurance planning and analysis in connection with the settlement of legal claims, and the underwriting, issuance and administration of qualified and non-qualified annuities; coordination of trustee services; financial and trust planning with appropriate legal counsel; financial, fiduciary administration, and healthcare and life insurance planning services for disabled and non-disabled individuals and their families in need of healthcare and life insurance, financial and trust planning; traditional wealth management and trust planning to ensure long-term financial stability; financial, healthcare and life insurance, and fiduciary administration planning and analysis in connection with the settlement of legal claims and planning focused on supporting the disabled community and their financial and healthcare needs; and financial and healthcare and life insurance planning and fiduciary administration services to help individuals, with or without a disability, and families achieve their financial and insurance planning objectives through the underwriting, issuance and administration of qualified and non-qualified annuities, fiduciary administration and trust services, and financial and wealth management planning