President

Kevin R. Dicke
The Dicke Company LLC & SLS Strategies
15363 Mystic Rock Drive Carmel, IN 46033
kdicke@slsstrategies.com
(317) 654-1631

Director of Client Development – Consultant

Michael J. Bradburn
Capstone Capital Consulting, LLC
8888 Keystone Crossing, Suite 1300
Indianapolis, IN 46240
www.capstonecapitalconsulting.com
317.345.7815

Premium Reserve & Asset Management

Capstone Capital Management
Sterling Trustees, LLC – Trust Services
101 South Phillips Avenue
Suite 509
Sioux Falls, SD 57104
www.sterlingtrustees.com
605.593.8950

Portfolio Aggregation

Capstone Capital PR
Rut Gadea, Managing Director
268 Ponce de Leon Avenue
Hato Rey Center, Suite 900
San Juan, PR 00918
www.capstonecapitalconsulting.com
787.549.0549

Escrow Agent

Libra Fund
Jeremy Levine, Esquire
221 W. 6th Street, Suite 950
Austin, TX 78701
www.librafund.net
512.633.4579

Escrow Manager

TVPX 
2352 Main Street, Suite 201
Concord, MA 01742
www.tvpx.com
978.610.1234

Escrow Bank

Bank of America 
100 Federal Street
Boston, MA 02110
www.bankofamerica.com

Licensed Senior Life Settlement Provider

LifeTrust
Joseph Kashou, President
330 Madison Avenue
6th Floor
New York, NY 10017
www.lifetrust.net
212.653.0840

Insured Tracking Services

Track-Life, LLC 
1979 Lakeside Parkway
Suite 210
Tucker, GA 30084
www.track-life.com
770.934.4390

IRA Services

IRA Services Trust Company
401 East 8th Street
Sioux Falls, SD 57103
Phone: 800.248.8447
iraservicestrust.com

Premium Reserve Management

UBS
The Murans/Brown Team
8888 Keystone Crossing
Tenth Floor
Indianapolis, IN 46240
www.ubs.com
317.816.0800