Michael L. Feinman

Owner/ Founder

 

Michael has been in the financial services industry since 1990 and specializes in the Life Insurance Aspects of Business, Estate and Legacy Planning

Business Insurance: The funding of Buy Sell Agreements, Key Person Life Insurance and Deferred Compensation Plans.

Estate Planning Concerns: The design and implementation of Trust Owned Life Insurance. 

Legacy Planning:  Using Life Insurance as an Asset in order to add a layer of liquidity and protection to a portfolio 

 

Michael, a graduate of The Pennsylvania State University, earned his BA degree in Economics.  He has also earned the designation of LUTCF and CFBS. 

Michael currently serves on the Board of Directors for the Einstein Healthcare Network and is also the Co-Chair of the Development Committee for Penn State University, Brandywine Campus.  Michael is also an advisory board member for Game Change Agency

Michael is an active member of Forum 400, Philadelphia Estate Planning Council and the Society of Financial Service Professionals

Phone 610-608-1465
Fax 484-534-3542