BeamaLife Corporation is a national financial planning firm for high-net-worth individuals and corporations headquartered in Freehold, NJ. We specialize in fixed income assets that provide an alternative investment for corporate cash, pension funds, endowment plans and tier 1 capital for banking institutions.
We help private and public corporations with effective treasury cash management strategy including “best practice” treasury cash management, tax-efficient use and investment of overseas cash. 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)”.
The retail division of BeamaLife works with corporate executives, successful business owners, professionals, physicians, dentists and other high-net-worth individuals to create additional wealth through intelligent financial planning, and reduce taxes with IRS-approved, tax-reduction strategies.
Our Core Values
- Unbiased Advice
- Uncommon Wisdom
- Mutual Learning
- Act Responsibly
- Superior Service
- We will help you create wealth with high, but safe fixed returns
- We will bring to you the specialty 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 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