Mike DiMayo, ACI, CFP, CLU, ChFC
A Foundation Built on Comprehensive Understanding
Protecting What Matters Most
These programs are specialized insurance arrangements created by businesses to manage their own risks.
PPLI is a form of permanent life insurance that is specifically designed for high-net-worth individuals and sophisticated investors.
Provides a strategic & flexible approach to comprehensive coverage while managing cash flow & maximizing financial potential.
Financial transactions in which policyholders sell their existing life insurance policies to a third party for a lump sum cash payment.
Life insurance policy review programs play an essential role in effective financial planning and risk management.
Is the systematic process of determining retirement income goals and the actions necessary to achieve those goals.
Asset protection facilitates the ability to preserve wealth for your family and future generations.
It will take some time to put together your estate plan, but the effort is well worth it.
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