Rikard & Protopapas is currently investigating the fraudulent activities of Drive Planning, LLC, which has been accused of running a Ponzi scheme that defrauded over 2,000 investors. Central to these allegations is the sale of misleading financial products, including Indexed Universal Life (IUL) policies. Drive Planning’s leadership misrepresented these policies as low-risk, high-reward retirement solutions, while hiding the risks associated with them.
Robert Rikard leads a team that has significant and extensive experience in suing financial advisors, insurance agents, and carriers for selling fraudulent IUL policies. Over the years, he has successfully litigated against IUL agents and insurance companies that have misled consumers about the true nature of these policies. His work in the financial fraud sector has also led to significant recoveries for victims of Ponzi schemes, including the FIP (Future Income Payments) case, which was linked to the sale of IUL products. FIP defrauded investors by selling pension streams disguised as safe investments, often in coordination with IUL sales, leading to devastating financial losses.
Rikard & Protopapas’ experience in both IUL fraud and Ponzi schemes positions the firm to take aggressive legal action against Drive Planning and any entities that assisted in their scheme. If you were affected by Drive Planning’s fraudulent IUL policies or related Ponzi schemes, Robert Rikard and his team are ready to fight for your rights.
For more information on how we can help, visit Investor Loss Center
If you lost money investing with Todd Burkhalter or Drive Planning, we may be able to help you recover some or all of your lost funds.
You need to have an attorney who is on your side and knows the system well. Time is crucial when you are tracking down missing assets.
Our Ponzi scheme lawyers can help you in the following ways:
Review the facts of your case to understand the nature of the scheme
Help you to report the scheme to the relevant authorities
Follow the trail of the money to figure out where it went and who may have it now
Cast a wide net on your behalf in figuring out legal actions to take to recover the money
Aggressively pursue all possible defendants
File FINRA arbitration claims against any registered representatives who violated the rules
File cases in state and federal courts against all wrongdoers.
You should not be alone in trying to fight the fraudsters.
Contact the lawyers at Rikard & Protopapas for a free consultation by sending us a message online or calling us today at (866) 836-5596
We can explain your legal options and the potential of financial recovery when you have been defrauded in a Ponzi scheme.
Our investor loss attorneys work for you on a contingency basis, and we are not paid unless you recover money.
*Prior results do not guarantee a similar outcome. The results and testimonials on this website are based on facts specific to the case and should not develop an expectation that other clients can get the same results in similar situations. The first consultation is free and then we determine how to proceed with your potential matter on a case-by-case basis. The full details of the fee and costs agreements will be explained in detail before we purse your potential claim(s) and in a written fee agreement. This website is for general information only and does not form an attorney-client relationship or serve as legal advice. By providing your phone number, you agree to receive text messages from Rikard & Protopapas. Message and data rates may apply. Message frequency varies.
Robert G. Rikard | 2110 N Beltline Blvd Columbia, SC 29204