Testimonials

“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. Shamji, California

 

“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. I admire your expertise in life insurance and tax planning areas.”

-Dr. Ames, Washington

 

“BeamaLife has done superb job in acquiring most cost effective life insurance for our estate planning need. 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. We also appreciate your help in designing various policies for our family needs.”

-Dr. Sharma, New Jersey

 

“I want to say thank you for your help in setting up pension plan and help us take substantial more income tax deduction. We appreciate your pension plan funding ideas as well – thanks again.”

-Dr. Wasserman, New York

 

“We are impressed by your financial and estate planning expertise. Thanks for making our assets more secure and our life easy. Thanks for right life insurance advice too.”

-Dr. Patel, New Jersey

 

“Thank you for your help in reducing our defined benefit plan administration costs and increasing our funding level. We’ll be glad to introduce your firm to fellow physicians.”

-Dr. Fisher, Tennessee

 

“When I was looking to buy Life Insurance I met with several agents, but when I spoke with a Specialist at BeamaLife she explained to me so much more than just insurance. She explained to me the estate planning aspect of it and how that can be used as retirement planning and college education savings. Thank you BeamaLife, it was a pleasure doing business with you.”

-Dr. Noticewala, Pennsylvania

 

“BeamaLife has been a great advisor to us for many, many years. They not only helped us take higher income tax deductions but, also helped us organize our investment portfolio in an efficient manner. Through this relationship, we were able to create substantial wealth with very low out-of-pocket expense.”

Multiple Pharmacy Owners in New York City

 

“I am very grateful to BeamaLife for the sound advice they have provided over the years. Higher tax deductions as well as the right asset allocation for our investments were just two examples of how I have benefitted from dealing with BeamaLife. They also put an effective estate planning strategy in place. Thank you for your help!”

Owner of a very successful pharmacy in Brooklyn, NY

 

 “BeamaLife helped us immeasurably by focusing on the need to improve income tax deductions and educating us about estate planning.  They guided us through completing all the documentation in a way that was easy to understand. I was comforted in knowing that they were just a phone call away and always available. We have consistently recommended them to friends and colleagues.”

Very prosperous pharmacy owners in The Bronx, NY

 

“We have been dealing with BeamaLife for more than ten years now. They have been great advisors to us in terms of advanced risk management. They also helped to put in place pension plan strategies for our partners. BeamaLife has always been extremely professional and very attentive to our needs. Our sincere thanks!”

Established and noteworthy business owners in New Jersey

 

“BeamaLife has been very instrumental in implementing the advanced level of executive bonus plans for our highly paid executives. In so doing, we have been able to retain the talent that makes this company thrive. Furthermore, they have helped us put in the right qualified and non-qualified pension plans for our senior executives. I would highly recommend BeamaLife for the complex financial strategies that businesses should implement.”

President of a software company in New York City

 

“I have the utmost trust and respect for BeamaLife’s expert staff. Regardless of the topic or question, BeamaLife has a unique individual with the right background to address my concerns. As a result, I have a much clearer understanding about how certain wealth creation strategies were the right fit for my company. I also have been able to take much higher income tax deductions for the corporation by implementing a plan set forth by BeamaLife. They have maintained an unmatched level of professionalism during my interactions with them over the years.”

President of a software company in Los Angeles, CA