About BeamaLife

BeamaLife Corporation is a boutique financial planning firm headquartered in Freehold, NJ with office in Weston, FL. We provide tax reduction, investments & asset allocation and financial planning services to high-net-worth & high-income individuals and businesses across the country. We have helped more than 3000 Physicians, 1000 Dentists, 600 Independent Pharmacists and other 3000 successful business owners over and above many other successful professionals and senior corporate executives to reduce substantial taxes, increase retirement income and create an additional legacy.

We  also specialize in fixed income assets that provide an alternative investment for corporate cash, pension funds, endowment plans and tier 1 capital for banking institutions. Our advanced asset allocation strategy help you create equity like returns without the volatility of stock market. We work with pension plan sponsors to reduce the funding gap by enhancing the earning on their fixed income allocation and matching the liabilities with key person protection planning. We help endowment plans to improve the earning on their investment with GALIP investment strategy. We also help corporations and banks with Supplemental Executive Retirement Plan (SERP) like “Deferred Compensation”, “Section 162 Bonus”, “Split Dollar Life Insurance” and liabilities management strategies through “Corporate Owned Life Insurance (COLI)” and “Banked Owned Life Insurance (BOLI)”.

Our Core Values

  • Unbiased Advice
  • Uncommon Wisdom
  • Mutual Learning
  • Act Responsibly
  • Superior Service

Our Promises

  • We will help you create wealth with high, but safe returns
  • We will bring to you the specialty knowledge that is always in the best interest of clients
  • We will help you reduce taxes with smart, IRS approved strategies
  • We will provide you with comparative, unbiased solutions
  • We will always deliver superior service and state-of-the-art technology
  • We will earn your business every day and never become complacent

Neil Jesani is President of BeamaLife Corporation. He is also a Certified Financial Planner (CFP). Neil has earned numerous high performance promotions and awards throughout his career. He has built, developed and managed very successful teams of high achievers. Neil has received many praises for his business acumen and financial expertise from many mainstream media and regularly contribute to Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk and Fox business to many industry organizations. Neil frequently invited to speak at various national and regional medical and non-medical conferences. You can learn more about Neil here.

Our Success Speaks for Itself!

Are you ready to be part of this exclusive group of smart & successful individuals?






Independent Pharmacists


Business Owners



Regardless of the topic or question, BeamaLife has unique individuals with the right background to address my concerns. As a result, I have a much clearer understanding of how certain wealth creation strategies were the right fit for my company. I also have been able to take much higher income tax deductions for the corporation by implementing a plan set forth by Neil Jesani. They have maintained an unmatched level of professionalism during my interactions with them over the years.”

Mr. Peters
Software Company Owner, California

“BeamaLife was referred to me by my CPA for my pension plan funding. I also wanted to take care of my estate tax need. Neil and his team have done a superb job of creatively funding my pension plan, acquiring most cost-effective life insurance for our estate planning need with very minimum out pocket using velocity of money principle and putting my existing investment to second use. They also help us setting up all our estate planning documents.”

Dr. Martin
New Jersey

“BeamaLife has been a great advisor to us for many, many years. They not only helped us take higher income tax deductions but, also helped us organize our investment portfolio in an efficient manner. Through this relationship, we were able to create substantial wealth with the very low out-of-pocket expense. Neil Jesani from BeamaLife is very responsive, professional and extremely knowledgeable”

Mr. Sakaria
Multiple Pharmacy Owner, New York

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