Lifestyle Income Strategies
Contact Us:
​(714) 627-2463​
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Lifestyle Income Strategies​

We are in the business of helping people with their saving and income planning goals. We help clients save money and create safer income streams; businesses to reduce or transfer risk; and families to protect and preserve their financial future.

How can we help you today?

Free Consultation
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Insurance Quotes

Get a quick personalized insurance quote today and find out how much you could save! 
  • Get a Quote Right Now
  • Annuity Quote
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  • Life Settlement Quote
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Business Services​

Request a policy change, make payments, get documents or contact our agency directly.
  • Retirement Account Rescue
  • Retirement Account Funding
  • Recruiting & Retention Programs
  • Key Person Protection Programs
  • Adding Additional Profit Center
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Products We Sell

When it comes to insurance products and income planning, we've got you covered.  Learn more about our asset protection and income producing strategies & products.
  • Life Insurance
  • Annuity Products
  • Long Term Care Insurance​
  • Premium Financing
  • Buying Life Policies as Investments

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Who We Are

Association of Financial Consultants (AFC) is an IRS-approved 501(c)(3) non-profit organization. Our mission is simple, offer high-quality education through free educational workshops and classes in a non-selling environment. Our fiduciaries and financial professionals provide valuable services to their communities.  These events are carefully crafted to educate attendees on a variety of financial topics. Our members include Financial Professionals from a wide range of specialties committed to public service. Our educational and informative financial outreach continues to motivate an elevated high standard of excellence.

​What We Do

​AFC provides educational workshops and classes at no cost or obligation to the attendees. Our consultants & fiduciaries are committed to ongoing education to help their clients navigate and understand complex financial topics through simple language and are bound by a Code of Conduct that demands integrity, accountability and transparency.

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​ANOFE consists of financial and other licensed professionals who work in their local community as an advocate to provide free, unbiased, and much needed financial education and support for its citizens.
​ANOFE’s Mission:  To serve our communities as a financial and educational resource and provide unbiased recommendations and information to enable more informed retirement planning decisions and to secure the future of our clients by living our stated values every day.
Lifestyle Income Strategies is a charter member of ANOFE and we offer a variety of free educational resources including: onsite classes, webinars, financial articles, retirement & income analysis reports, books, CD’s, and instructional videos. 
Website:  www.ANOFE.com    •   Corporate Phone:  214-705-012
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Living Room Learning Channel

Lifestyle Income Strategies is partnered with the “Living Room Learning” channel.
We have our own FREE educational channel which offers extensive information
including videos, white papers, and articles from respected 3rd party organizations. You
will find topics such as retirement planning, asset preservation, lifetime income,
Medicare, and long-term care planning.
Visit our channel at: www.lifetimeincomechannel.com
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Annuity.com Company Logo
Visit our Corporate site (click on the logo) for more information and additional resources on planning your retirement.
​Lifestyle Income Strategies is a member of the prestigious Annuity.com.  The organization has a simple mission. Educate people about annuities and help them determine whether an annuity is right for their  retirement portfolios. We provide unbiased information on a multitude of topics to give them the information they need to make optimal decisions for their own specific needs. Because we are not an insurance company, we have been able to remain a consumer-focused site, providing timely, objective and quality information since 1996.

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Lifestyle Income Strategies

Lifestyle Income Strategies was founded by Micheal Holt for the purpose of providing retirement planning advice to seniors and their families. The company serves Southern California and has offices in San Diego and Orange County. We specialize in offering financial planning, insurance services, and alternative investments to help retirees protect and preserve their savings as well as produce lifelong income to meet their lifestyle. In today’s financial environment, it is very important to know how to protect your assets and to have that “peace of mind” about your financial future.
Learn More About Us
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Licensed in California, Arizona, Arkansas, Texas, Mississippi, New Jersey, Alabama, and New Mexico

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Lifestyle Income Strategies
333 City Blvd. West
Suite 1700
​Orange, CA 92868
(714) 627-2463
​Click Here to Email Us

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