Michael L. Feinman
Owner/ Founder
Michael has been in the financial services industry since 1990 and specializes in the Life Insurance Aspects of Business, Estate and Legacy Planning.
- Business Insurance: The funding of Buy Sell Agreements, Key Person Life Insurance and Deferred Compensation Plans.
- Estate Planning Concerns: The design and implementation of Trust Owned Life Insurance.
- Legacy Planning: Using Life Insurance as an asset in order to add a layer of liquidity and protection to financial portfolios.
Michael, a graduate of The Pennsylvania State University, earned his BA degree in Economics. He has also earned the designation of LUTCF and CFBS.
Michael is a former board member for the Einstein Healthcare Network (11 years) and is a former Co-Chair of the Development Committee for Penn State University, Brandywine Campus.
Michael is an active member of the Philadelphia Estate Planning Council and the Society of Financial Service Professionals.