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About Lifestyle Income Stragegies

Micheal Holt

2400 East Katella, Suite 800
​Anaheim, California, 92806​

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Roses Welder

714-627-2463

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Hello, I'm 

Micheal Holt

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.
Contact 
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Roses Welder
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How can we help you?

Micheal Holt

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