Physician

As a physician, you should be justifiably proud of yourself. After years of debt, apprenticeship...
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Dentists

We specialize in financial planning and advisory services for dentists, and we’re here to help you make the most.
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Pharmacy Owner

The world of the independent pharmacy owner is replete with both challenges and opportunities to be...
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Business Owner

You didn’t strike out on your own without a heavy dose of planning and foresight. You know that...
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Corporate Treasury

Corporate treasurers have many responsibilities each day and often do not have time to explore alternatives...
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Endowment Fund

Endowments utilize a mix of multiple investment categories in order to diversify the portfolio...
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Banking Institution

Banks have the ability to purchase investment grade life insurance portfolios under the current federal...
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Pension Fund

In 1979, just 7% of the private-sector workforce had a defined contribution plan while 28% had a traditional...
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Our Promises

We will help you create wealth with high, but safe, fixed returns.

We will bring to you the specialized knowledge that is always in the best interest of our clients.

We will help you reduce your taxes with smart, IRS-approved strategies.

We will always deliver superior service and state-of-the-art technology.

We will provide you with comparative, unbiased solutions.

We will earn your business every day and never become complacent.

Why BeamaLife Corporation?

Neil Jesani, CFP and BeamaLife help high-net-worth individuals and high-income earners such as physicians, dentists, successful business owners, professionals & corporate executives and corporations to create substantial additional wealth through intelligent “outside of the box” financial planning. Neil Jesani will also help to reduce their taxes with “little known” IRS-approved strategies. Our GALIP-based investment strategy helps you enhance your return and reduce your risk in both good and highly volatile period. Read more why to retain Neil Jesani, CFP and BeamaLife Corporation.

Our Success speaks for itself!

In last 10 years we have helped

3000

Physicians

1000

Dentists

600

Independent Pharmacists

3000

Successful Business Owners

Testimonials

Compliments from our clients are our biggest accomplishment.

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BeamaLife Blog

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