Lifestyle Income Strategies
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(858) 336-4999
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Retirement Planning & Reinsurance

Our strategies for business owners are focused on two important aspects of any business which are (1) Retirement planning for owners & employees and retention services; and (2) Creating a producer owned reinsurance company to better manage internal and external business risks.  Each strategy utilizes tax-saving methods which can bring a very positive impact to the bottom line and tremendous savings to the balance sheet. ​

​We Invite You to Explore Our Current Business Strategies

Business Solutions – Retirement Planning & Retention

Our strategies for business owners include funding of retirement accounts, employee retention programs, how to dramatically increase estate values, and how to add an additional profit center without any changes in resources or costs. Our strategies are unique and can be implemented for just the business owner(s) or key employees can be included.
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Producer Owned Reinsurance

​A Producer Owned Reinsurance Company (or PORC) is an insurance company that re-insures the risks of its owner, affiliated businesses, or a group of companies.  This strategy is sometimes identified as “creating a captive insurance company”.  Businesses use a capital insurance company to better manage insurance dynamics, including cost, cash flow, claims, service, and capacity.
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Licensed in California, Arizona, Arkansas, Mississippi, New Jersey, Alabama, and New Mexico

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Lifestyle Income Strategies
333 City Blvd. West
Suite 1700
​Orange, CA 92868
(858) 336-4999
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