Premium Finance Show

Ep019: Risk Mitigation by Adding Alternative Asset Classes

February 9th, 2023

On this episode of the Premium Finance Show, we talk with Dory Wiley, President, and CEO of Commerce Street Holdings.

Dory has over 20 years of experience in commercial and investment banking and investment management.

Most of the time people have the traditional stock-bond portfolio mix. Dory's decades of experience bring in investment banking, capital raises, retirement solutions, as well as his opinion on where life insurance...especially premium financed insurance as an asset class helps reduce the overall risk of a high net worth individual's broad portfolio.

We talked about how you can increase yield in your portfolio while at the same time reducing the overall risk by adding alternative asset classes.


Show Notes


About Cool Springs Financial

About Commerce Street Holdings


Dory A. Wiley