We will help you create wealth with high, but safe, fixed returns.
We will bring to you the specialized knowledge that is always in the best interest of our clients.
We will help you reduce your taxes with smart, IRS-approved strategies.
We will always deliver superior service and state-of-the-art technology.
We will provide you with comparative, unbiased solutions.
We will earn your business every day and never become complacent.
BeamaLife helps high-net-worth individuals such as physicians, dentists, successful business owners, professionals & corporate executives and corporations to create substantial additional wealth through intelligent “outside of the box” financial planning. BeamaLife will also help to reduce their taxes with “little known” IRS-approved strategies. Our GALIP-based investment strategy helps you enhance your return and reduce your risk.
Interesting Statistics about Income Tax, Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI).
% of total income tax is paid by top 1%, earning more than $350,000.
% of total income taxes is paid by top 5%, earning more than $155,000.
% of U.S. banks held some type of BOLI assets, according to a 2015 review of FDIC data.
% of the Fortune 1000 companies have COLI plans in place, according to an industry survey
Compliments from our clients are our biggest accomplishment.
Dr. Shamji, California
“Neil has been an extremely professional who has been an outstanding financial advisor. He has looked to serve my needs to the best of his abilities; he is sincere to his words and has been a creative force in providing an amazing service. His greatest qualities that set him apart, is that he comes with the highest of integrity, extremely sincere and honest. I would recommend him with absolutely no reservation to my family and friends.”
Dr. Ames, Washington
“When my friend first referred BeamaLife, I was not very sure that you will be able to help but I must say that you have done superb job of almost doubling my life insurance amount without any additional premium and help me take much higher income tax deduction. I admire your expertise in wealth creation and tax planning areas.”
Dr. Sharma, New Jersey
“BeamaLife was referred to me by my CPA for my pension plan funding. I was also wanted to take care of my estate tax need. Neil and his team have done superb job of creatively funding my pension plan, acquiring most cost effective life insurance for our estate planning need at per-tax dollar and helping us to get all our estate planning documents prepared. We were amaze to see the way you guys research the case, strategically presented to insurance companies and getting the best life insurance underwriting offer.”
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