Mike Velasco
- Role
- President at Red Oak Premium Finance Solutions
- Location
- Warren, NJ, US
- LinkedIn followers
- 500 followers
About Mike Velasco
Ultimate Estate Planning and Tax Free Income generation for Individuals / Business…
Experience
President
Red Oak Premium Finance Solutions
Jun 2011 — Present
Premium Finance Life Insurance Company that specializes in helping clients (both individuals and corporations) access third party financing to pay for large life insurance premiums. We work with proprietary structures built with the mindset that client will have to pay very little or no fees to access an insurance opportunity either to protect large family estates or to provide a substantial tax-free income for individuals/ or corporate employees. To learn more about our Corporate Retention/Reward and Recruit program, please visit: https://getvirtuepf.com/redoak.html High Net Worth Individuals/Estate Planning: We develop valuable strategies for our high net worth clients, enabling them to pay estate taxes with policy proceeds and thereby allowing them to pass their hard earned fortunes to their beneficiaries, as opposed to being forced to liquidate those assets to pay estate tax obligations. We can insure up to 1x a family’s net worth in face value life insurance with Little to Zero capital outlay. We specialize and focus on a innovative structure for HNW individuals that is not only there for premature death but rather a lucrative investment which will fund for your life a future tax-free retirement stream beyond your dreams. We use 100% bank financing, thereby allowing your personal capital to be free to build additional wealth, your business and to take care of your family. You fund your house, you fund your kid’s college, you fund your other large purchases and now you can fund your future with the bank’s capital! To learn more about our Secured Lifestyle and Estate Planning program, please visit: Secured Lifestyle Strategy: https://getvirtuepf.com/redoak.html#video Estate Planning: https://vimeo.com/35•••••54/ecf8804c67
Skills
- Mergers & Acquisitions
- Insurance Services
- Private Equity
- Banking
- Venture Capital
- Investments
- Derivatives
- Insurance
- Strategic Planning
- Management
- Due Diligence
- Equities
- Financial Analysis
- New Business Development
- Finance
- Portfolio Management
- Financial Planning
- Hedge Funds
- Financial Services
- Mergers
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