About Lifestyle Income Stragegies
2400 East Katella, Suite 800
Anaheim, California, 92806
I help high net worth individuals and business owners with life insurance premium financing to create substantial retirement incomes, double the value of their estate, and create an annual donation to charities during their lifetime with little to no out-of-pocket costs.
No loan payment. No interest payment. No need to plan an exit strategy. Net death proceeds pay all the costs and leaves a tax-free benefit to beneficiaries
We offer two premium finance platforms the Prestige Strategy for business owners, and the Y20 Strategy for very high net worth individuals.