BeamaLife is the fastest growing national treasury cash strategy and executive benefit planning firm headquartered in Piscataway, NJ. We specialize in fixed income assets that provide an alternative investment for corporate cash, pension and endowment plans.
We help larger private and public corporations with effective treasury cash management strategy including tax-efficient repatriation of overseas cash. We also help corporations and banks with traditional executive benefits plans like “Split Dollar”, “Deferred Compensation”, “Section 162 Bonus” and wealth creation strategies through "Corporate Owned Life Insurance (COLI)" and "Banked Owned Life Insurance (BOLI)".
Our retail division helps physicians, dentists, successful business owners, corporate executives and other high-net-worth individuals create additional wealth through intelligent financial planning, and reduce taxes with IRS-approved, tax-reduction strategies.
To provide an awareness to the treasury departments on a safe alternative fixed income solution that will capture the yields they are looking for without compromising their risk and liquidity framework.
Our Core Values
- Unbiased Advice
- Uncommon Wisdom
- Mutual Learning
- Act Responsibly
- Superior Service
- We will help you create wealth with high, but safe fixed returns
- We will bring to you the specialty 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 provide you with comparative, unbiased solutions
- We will earn your business every day and never become complacent