Financial Advisor Los Angeles | Benefits of Whole Life Insurance Plan

I’M Michael

Financial Advisor and Thought Leader

I educate Business Owners on how to make their money work for them

Retirement Planning

We take you beyond traditional retirement planning and use our advanced, patented mix of retirement vehicles to put you on the path to true financial independence.

Wealth Building

Money sitting within your business has potential, but limited uses. As a business owner would you like each dollar to perform the function of four?

Would you like to be able to forecast your financial health and wealth accumulation 5, 10, or 20 years into the future?

Tax Mitigation

Learn how to leverage the new IRS tax laws to benefit business owners. The result is meaningful advantages and tax reductions.

Helping Your business realize its full potential

Learn more about how the current tax laws will impact your life and business.

Discover how Cash Value Whole Life insurance and Alternative Asset Classes can be the foundation of wealth accumulation.

Protect and shelter income for future generations.

Diversification

Proprietary Tax Strategies

Asset Protection

Wealth Accumulation

Succession Planning

Protecting the human capital component.
Planning for ownership transition and the continuity of your business.
Providing for outstanding talent; recruiting, retaining and rewarding key people.
Developing an exit strategy.

Private Retirement Plans

Allows Participants to fund retirement with private equity, business interests, real estate, and other self- directed investments assets.
Plan funds, distributions and death benefits are fully exempt from both bankruptcy and non-bankruptcy situations.
Funding is sourced from a Participant’s after-tax balance sheet without asset funding limitations.
Distributions and Benefits are tax-free.

Tax Mitigation

Save a minimum of $25,000 in annual taxes.
Learn about a New IRS Tax Law that Can Get You An Additional 20% Deduction.
Lower your AGI.

Whole Life Insurance

Never, ever, lose money or see your values go backwards - regardless of stock market fluctuations.
Plan for real life emergencies, long term care, college funding, legacy, charity, major purchase financing
Control and use of your own funds with no penalties or restrictions.
Control future cash flow.

Life Settlements

Are immune to factors that cause price instability in other asset classes.
The income engine in a Life Settlement is an insurance policy on a senior insured an investor owns at a significant discount.
Are unaffected by market volatility, credit markets, interest rates, Geo-political unrest and natural forces.
Using alternatives with other market securities can reduce overall portfolio volatility.

Secondary Funding

Fund major purchases for personal purposes.
Finance business expansion or equipment purchases.
Fund college expenses.
Fund legacy and charitable contributions.

Don’t Wait Any Longer.

Start Forging Your Own Path Today!

information. The information in this material is not intended as tax or legal advice. Pleases consult legal

or tax professionals for specific information regarding your individual situation. The opinions expressed

and material provided are for general information and should not be considered a solicitation for the

purchase or sale of any security or insurance product.

Ancillary services are offered through Wealth PRIME, Capstone Alternative Strategies and Biz Equity.

Insurance and annuity products are sold through POM Unlimited.