David Cohen & Associates
Bringing ideas and solutions to Professionals and Entrepreneurs who want to explore all available financial avenues.
With 20 years in the Insurance industry I have observed a gap between how entrepreneurs want to plan and work, and how insurance solutions are typically sold.
Private Investment Pools
Mortgage Investment Returns
from 8.50% to 9.25%
Participating Life Insurance
an opportunity for tax-preferred cash value growth - paying 6.25% dividend