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 InsuranceThe funding of Buy Sell Agreements, Key Person Life Insurance and Deferred Compensation Plans.
  • Estate Planning ConcernsThe 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 financial portfolios.

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 is a former board member for the Einstein Healthcare Network (11 years) and is a former Co-Chair of the Development Committee for Penn State University, Brandywine Campus. 

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

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